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Fingerlakes Wealth Management’s PepsiCo PEP Stock Holding History

Fingerlakes Wealth 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
Q2 		– Sell
-1,421
Closed -$221K – 102
2026
Q1 		$221K Sell
1,421
-97
-6% -$15.1K 0.15% 91
2025
Q4 		$218K Buy
+1,518
New +$223K 0.14% 89
2025
Q2 		– Sell
-1,360
Closed -$204K – 93
2025
Q1 		$204K Sell
1,360
-135
-9% -$20.1K 0.17% 85
2024
Q4 		$227K Sell
1,495
-16
-1% -$2.62K 0.18% 81
2024
Q3 		$257K Buy
1,511
+12
+0.8% +$2.06K 0.21% 78
2024
Q2 		$247K Buy
1,499
+22
+1% +$3.8K 0.22% 81
2024
Q1 		$258K Buy
1,477
+11
+0.8% +$1.85K 0.25% 79
2023
Q4 		$249K Hold
1,466
– – 0.27% 79
2023
Q3 		$248K Sell
1,466
-26
-2% -$4.72K 0.3% 74
2023
Q2 		$276K Buy
1,492
+26
+2% +$4.85K 0.32% 76
2023
Q1 		$267K Buy
1,466
+18
+1% +$3.15K 0.33% 76
2022
Q4 		$262K Sell
1,448
-1
-0.1% -$178 0.36% 77
2022
Q3 		$237K Sell
1,449
-265
-15% -$45.7K 0.35% 74
2022
Q2 		$286K Sell
1,714
-54
-3% -$9.09K 0.39% 70
2022
Q1 		$296K Buy
1,768
+23
+1% +$3.86K 0.35% 73
2021
Q4 		$305K Buy
+1,745
New +$285K 0.34% 77

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

Fingerlakes Wealth Management's PEP Position: Q2 2026 in Review

Fingerlakes Wealth Management sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,421 shares — an estimated $221K sold.

Fingerlakes Wealth Management first reported a position in PEP in Q4 2021 and held it in 16 quarters. The position peaked at $305K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Fingerlakes Wealth Management reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Fingerlakes Wealth Management sold 1,421 PepsiCo shares in Q2 2026, an estimated $221K.
  • Fingerlakes Wealth Management first reported a position in PepsiCo in Q4 2021 and held it in 16 quarters.
  • Fingerlakes Wealth Management's PepsiCo position peaked at $305K in Q4 2021.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.