Elevatus Welath Management
PEP icon

Elevatus Welath Management’s PepsiCo PEP Stock Holding History

Elevatus Welath Management’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 		$1.24M Buy
9,811
+2,096
+27% +$289K 0.3% 65
2026
Q2 		$1.04M Buy
7,715
+3,351
+77% +$501K 0.25% 80
2026
Q1 		$678K Buy
4,364
+125
+3% +$19.5K 0.36% 56
2025
Q4 		$608K Buy
4,239
+1,405
+50% +$206K 0.17% 81
2025
Q3 		$398K Buy
2,834
+322
+13% +$46K 0.11% 87
2025
Q2 		$332K Sell
2,512
-147
-6% -$19.8K 0.11% 84
2025
Q1 		$399K Sell
2,659
-17
-0.6% -$2.53K 0.23% 63
2024
Q4 		$407K Sell
2,676
-106
-4% -$17.4K 0.14% 67
2024
Q3 		$473K Buy
2,782
+15
+0.5% +$2.58K 0.15% 57
2024
Q2 		$456K Sell
2,767
-75
-3% -$12.9K 0.17% 68
2024
Q1 		$497K Buy
2,842
+48
+2% +$8.08K 0.2% 56
2023
Q4 		$474K Sell
2,794
-15
-0.5% -$2.49K 0.22% 53
2023
Q3 		$476K Buy
2,809
+115
+4% +$20.9K 0.43% 39
2023
Q2 		$499K Buy
+2,694
New +$503K 0.35% 36

Other funds holding PEP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Elevatus Welath Management's PEP Position: Q3 2026 in Review

Elevatus Welath Management increased its PepsiCo (PEP) stake by 27% in Q3 2026, buying an estimated $289K and bringing the position to 9,811 shares worth $1.24M. The position accounts for 0.3% of the portfolio, ranked #65.

Elevatus Welath Management first reported a position in PEP in Q2 2023 and has held it in 14 quarters since. 1,815 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Elevatus Welath Management held 9,811 shares of PepsiCo worth $1.24M as of Q3 2026.
  • Elevatus Welath Management bought 2,096 PepsiCo shares in Q3 2026, an estimated $289K.
  • PepsiCo made up 0.3% of Elevatus Welath Management's portfolio in Q3 2026, its #65 holding.
  • Elevatus Welath Management first reported a position in PepsiCo in Q2 2023 and has held it in 14 quarters since.
  • 1,815 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Elevatus Welath Management's 13F filing for Q3 2026, filed 19 Oct 2026.