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Foster Victor Wealth Advisors’s PepsiCo PEP Stock Holding History

Foster Victor 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 		$16.3M Buy
120,168
+9,924
+9% +$1.48M 0.85% 50
2026
Q1 		$17.2M Buy
110,244
+10,979
+11% +$1.71M 0.98% 37
2025
Q4 		$14.5M Buy
99,265
+1,200
+1% +$176K 0.85% 53
2025
Q3 		$13.9M Buy
98,065
+4,399
+5% +$628K 0.87% 53
2025
Q2 		$12.6M Buy
93,666
+14,188
+18% +$1.91M 0.85% 56
2025
Q1 		$11.5M Buy
79,478
+4,709
+6% +$701K 0.92% 52
2024
Q4 		$11.1M Buy
74,769
+11,546
+18% +$1.89M 0.85% 55
2024
Q3 		$10.9M Buy
63,223
+2,266
+4% +$389K 0.87% 52
2024
Q2 		$10M Buy
60,957
+6,069
+11% +$1.05M 0.84% 52
2024
Q1 		$9.24M Buy
54,888
+2,964
+6% +$499K 0.84% 59
2023
Q4 		$8.78M Buy
51,924
+2,615
+5% +$434K 0.9% 52
2023
Q3 		$7.9M Sell
49,309
-255
-0.5% -$46.3K 0.92% 53
2023
Q2 		$9.25M Buy
49,564
+2,364
+5% +$441K 1.03% 44
2023
Q1 		$8.58M Buy
47,200
+19,210
+69% +$3.36M 1.04% 39
2022
Q4 		$5.07M Buy
27,990
+1,107
+4% +$197K 0.65% 59
2022
Q3 		$4.38M Buy
26,883
+1,357
+5% +$234K 0.64% 58
2022
Q2 		$4.36M Buy
25,526
+2,289
+10% +$385K 0.65% 59
2022
Q1 		$4.01M Buy
23,237
+2,600
+13% +$437K 0.55% 63
2021
Q4 		$3.59M Buy
20,637
+1,150
+6% +$188K 0.49% 66
2021
Q3 		$2.93M Buy
19,487
+836
+4% +$129K 0.47% 67
2021
Q2 		$2.76M Buy
18,651
+1,633
+10% +$238K 0.46% 68
2021
Q1 		$2.43M Buy
17,018
+3,094
+22% +$425K 0.45% 66
2020
Q4 		$2.06M Buy
13,924
+747
+6% +$106K 0.47% 51
2020
Q3 		$1.83M Buy
13,177
+1,797
+16% +$244K 0.5% 50
2020
Q2 		$1.5M Buy
11,380
+711
+7% +$93.7K 0.5% 51
2020
Q1 		$1.4M Buy
10,669
+520
+5% +$70.3K 0.61% 48
2019
Q4 		$1.37M Buy
10,149
+2,390
+31% +$325K 0.59% 49
2019
Q3 		$1.07M Buy
7,759
+3,082
+66% +$409K 0.6% 43
2019
Q2 		$620K Sell
4,677
-1,013
-18% -$130K 0.46% 46
2019
Q1 		$697K Buy
5,690
+280
+5% +$31.9K 0.54% 40
2018
Q4 		$598K Buy
+5,410
New +$610K 0.56% 30

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

Foster Victor Wealth Advisors's PEP Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its PepsiCo (PEP) stake by 9% in Q2 2026, buying an estimated $1.48M and bringing the position to 120,168 shares worth $16.3M. The position accounts for 0.85% of the portfolio, ranked #50.

Foster Victor Wealth Advisors first reported a position in PEP in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.2M in Q1 2026. 1,019 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Foster Victor Wealth Advisors held 120,168 shares of PepsiCo worth $16.3M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 9,924 PepsiCo shares in Q2 2026, an estimated $1.48M.
  • PepsiCo made up 0.85% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Foster Victor Wealth Advisors first reported a position in PepsiCo in Q4 2018 and has held it in 31 quarters since.
  • Foster Victor Wealth Advisors's PepsiCo position peaked at $17.2M in Q1 2026.
  • 1,019 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.