Elevation Wealth Partners’s PepsiCo PEP Stock Holding History

Elevation Wealth Partners’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$326K	Buy	2,408 +949	+65%	+$142K	0.1%	106
2026 Q1	$227K	Buy	1,459 +45	+3%	+$7.01K	0.08%	110
2025 Q4	$203K	Buy	1,414 +11	+0.8%	+$1.62K	0.07%	116
2025 Q3	$197K	Buy	1,403 +47	+3%	+$6.71K	0.07%	115
2025 Q2	$179K	Sell	1,356 -639	-32%	-$86.1K	0.07%	118
2025 Q1	$299K	Sell	1,995 -38	-2%	-$5.66K	0.13%	89
2024 Q4	$309K	Sell	2,033 -240	-11%	-$39.3K	0.13%	89
2024 Q3	$387K	Buy	2,273 +1	+0%	+$172	0.17%	76
2024 Q2	$375K	Sell	2,272 -109	-5%	-$18.8K	0.18%	76
2024 Q1	$417K	Sell	2,381 -103	-4%	-$17.3K	0.21%	74
2023 Q4	$421K	Buy	2,484 +1,171	+89%	+$194K	0.25%	71
2023 Q3	$222K	Hold	1,313	–	–	0.19%	50
2023 Q2	$243K	Hold	1,313	–	–	0.2%	50
2023 Q1	$239K	Buy	+1,313	New	+$230K	0.22%	54

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Elevation Wealth Partners's PEP Position: Q2 2026 in Review

Elevation Wealth Partners increased its PepsiCo (PEP) stake by 65% in Q2 2026, buying an estimated $142K and bringing the position to 2,408 shares worth $326K. The position accounts for 0.1% of the portfolio, ranked #106.

Elevation Wealth Partners first reported a position in PEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $421K in Q4 2023. 1,063 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Elevation Wealth Partners held 2,408 shares of PepsiCo worth $326K as of Q2 2026.
Elevation Wealth Partners bought 949 PepsiCo shares in Q2 2026, an estimated $142K.
PepsiCo made up 0.1% of Elevation Wealth Partners's portfolio in Q2 2026, its #106 holding.
Elevation Wealth Partners first reported a position in PepsiCo in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's PepsiCo position peaked at $421K in Q4 2023.
1,063 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.