Elevation Wealth Partners
PEP icon

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
Q3 		$223K Sell
1,762
-646
-27% -$89K 0.06% 136
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

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Elevation Wealth Partners's PEP Position: Q3 2026 in Review

Elevation Wealth Partners reduced its PepsiCo (PEP) stake by 27% in Q3 2026, selling an estimated $89K and leaving 1,762 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #136.

Elevation Wealth Partners first reported a position in PEP in Q1 2023 and has held it in 15 quarters since. The position peaked at $421K in Q4 2023. 1,262 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Elevation Wealth Partners held 1,762 shares of PepsiCo worth $223K as of Q3 2026.
  • Elevation Wealth Partners sold 646 PepsiCo shares in Q3 2026, an estimated $89K.
  • PepsiCo made up 0.06% of Elevation Wealth Partners's portfolio in Q3 2026, its #136 holding.
  • Elevation Wealth Partners first reported a position in PepsiCo in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's PepsiCo position peaked at $421K in Q4 2023.
  • 1,262 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.