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Financial Solutions Advisory Group’s PepsiCo PEP Stock Holding History

Financial Solutions Advisory Group’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 		$496K Sell
3,598
-440
-11% -$65.8K 0.06% 110
2026
Q1 		$627K Buy
+4,038
New +$629K 0.09% 91

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

Financial Solutions Advisory Group's PEP Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its PepsiCo (PEP) stake by 11% in Q2 2026, selling an estimated $65.8K and leaving 3,598 shares worth $496K. The position accounts for 0.06% of the portfolio, ranked #110.

Financial Solutions Advisory Group first reported a position in PEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $627K in Q1 2026. 1,016 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Financial Solutions Advisory Group held 3,598 shares of PepsiCo worth $496K as of Q2 2026.
  • Financial Solutions Advisory Group sold 440 PepsiCo shares in Q2 2026, an estimated $65.8K.
  • PepsiCo made up 0.06% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #110 holding.
  • Financial Solutions Advisory Group first reported a position in PepsiCo in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's PepsiCo position peaked at $627K in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.