Foguth Wealth Management’s PepsiCo PEP Stock Holding History

Foguth 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	$291K	Buy	2,145 +146	+7%	+$21.8K	0.03%	175
2026 Q1	$288K	Buy	1,999 +140	+8%	+$21.8K	0.03%	167
2025 Q4	$264K	Buy	+1,859	New	+$273K	0.04%	143
2025 Q1	–	Sell	-1,709	Closed	-$255K	–	163
2024 Q4	$255K	Sell	1,709 -785	-31%	-$129K	0.07%	125
2024 Q3	$425K	Sell	2,494 -308	-11%	-$52.9K	0.15%	81
2024 Q2	$462K	Buy	2,802 +861	+44%	+$149K	0.2%	69
2024 Q1	$340K	Buy	+1,941	New	+$327K	0.18%	92

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Foguth Wealth Management increased its PepsiCo (PEP) stake by 7.3% in Q2 2026, buying an estimated $21.8K and bringing the position to 2,145 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #175.

Foguth Wealth Management first reported a position in PEP in Q1 2024 and has held it in 7 quarters since. The position peaked at $462K in Q2 2024. 1,182 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Foguth Wealth Management held 2,145 shares of PepsiCo worth $291K as of Q2 2026.
Foguth Wealth Management bought 146 PepsiCo shares in Q2 2026, an estimated $21.8K.
PepsiCo made up 0.03% of Foguth Wealth Management's portfolio in Q2 2026, its #175 holding.
Foguth Wealth Management first reported a position in PepsiCo in Q1 2024 and has held it in 7 quarters since.
Foguth Wealth Management's PepsiCo position peaked at $462K in Q2 2024.
1,182 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.