EWA
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EverSource Wealth Advisors’s PepsiCo PEP Stock Holding History

EverSource Wealth Advisors’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 		$1.17M Sell
8,618
-4,636
-35% -$693K 0.04% 321
2026
Q1 		$2.06M Buy
13,254
+437
+3% +$68.1K 0.06% 218
2025
Q4 		$1.84M Buy
12,817
+1,747
+16% +$257K 0.07% 203
2025
Q3 		$1.55M Buy
11,070
+2,283
+26% +$326K 0.06% 217
2025
Q2 		$1.16M Buy
8,787
+2,484
+39% +$335K 0.05% 243
2025
Q1 		$945K Sell
6,303
-3,151
-33% -$469K 0.05% 259
2024
Q4 		$1.44M Buy
9,454
+431
+5% +$70.6K 0.08% 193
2024
Q3 		$1.53M Buy
9,023
+44
+0.5% +$7.56K 0.1% 162
2024
Q2 		$1.55M Buy
8,979
+608
+7% +$105K 0.1% 156
2024
Q1 		$1.47M Buy
8,371
+606
+8% +$102K 0.12% 142
2023
Q4 		$1.32M Sell
7,765
-199
-2% -$33K 0.12% 147
2023
Q3 		$1.35M Sell
7,964
-11
-0.1% -$2K 0.14% 133
2023
Q2 		$1.48M Buy
7,975
+4,204
+111% +$785K 0.16% 123
2023
Q1 		$687K Sell
3,771
-116
-3% -$20.3K 0.09% 180
2022
Q4 		$702K Buy
3,887
+1,861
+92% +$332K 0.11% 156
2022
Q3 		$331K Buy
2,026
+219
+12% +$37.7K 0.08% 228
2022
Q2 		$301K Sell
1,807
-175
-9% -$29.5K 0.08% 210
2022
Q1 		$332K Sell
1,982
-841
-30% -$141K 0.08% 198
2021
Q4 		$490K Buy
+2,823
New +$461K 0.14% 119

Other funds holding PEP

Assenagon Asset Management
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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

EverSource Wealth Advisors's PEP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its PepsiCo (PEP) stake by 35% in Q2 2026, selling an estimated $693K and leaving 8,618 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #321.

EverSource Wealth Advisors first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.06M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • EverSource Wealth Advisors held 8,618 shares of PepsiCo worth $1.17M as of Q2 2026.
  • EverSource Wealth Advisors sold 4,636 PepsiCo shares in Q2 2026, an estimated $693K.
  • PepsiCo made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #321 holding.
  • EverSource Wealth Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's PepsiCo position peaked at $2.06M in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.