Foguth Wealth Management’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$272K Sell
2,069
-76
-4% -$10.5K 0.03% 194
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

Foguth Wealth Management's PEP Position: Q3 2026 in Review

Foguth Wealth Management reduced its PepsiCo (PEP) stake by 3.5% in Q3 2026, selling an estimated $10.5K and leaving 2,069 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #194.

Foguth Wealth Management first reported a position in PEP in Q1 2024 and has held it in 8 quarters since. The position peaked at $462K in Q2 2024. 2,202 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Foguth Wealth Management held 2,069 shares of PepsiCo worth $272K as of Q3 2026.
  • Foguth Wealth Management sold 76 PepsiCo shares in Q3 2026, an estimated $10.5K.
  • PepsiCo made up 0.03% of Foguth Wealth Management's portfolio in Q3 2026, its #194 holding.
  • Foguth Wealth Management first reported a position in PepsiCo in Q1 2024 and has held it in 8 quarters since.
  • Foguth Wealth Management's PepsiCo position peaked at $462K in Q2 2024.
  • 2,202 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

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