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FSM Wealth Advisors’s PepsiCo PEP Stock Holding History

FSM 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 		$1.08M Sell
7,997
-286
-3% -$42.8K 0.12% 106
2026
Q1 		$1.29M Sell
8,283
-73
-0.9% -$11.4K 0.17% 74
2025
Q4 		$1.2M Sell
8,356
-1,539
-16% -$226K 0.16% 82
2025
Q3 		$1.39M Buy
9,895
+965
+11% +$138K 0.2% 69
2025
Q2 		$1.2M Buy
8,930
+1,217
+16% +$164K 0.2% 74
2025
Q1 		$1.16M Buy
7,713
+570
+8% +$84.8K 0.26% 54
2024
Q4 		$1.05M Sell
7,143
-131
-2% -$21.5K 0.26% 58
2024
Q3 		$1.24M Sell
7,274
-181
-2% -$31.1K 0.33% 50
2024
Q2 		$1.23M Buy
7,455
+64
+0.9% +$11K 0.41% 45
2024
Q1 		$1.29M Sell
7,391
-13
-0.2% -$2.19K 0.46% 43
2023
Q4 		$1.26M Buy
7,404
+2,967
+67% +$492K 0.53% 41
2023
Q3 		$752K Sell
4,437
-169
-4% -$30.7K 0.38% 50
2023
Q2 		$847K Buy
4,606
+49
+1% +$9.14K 0.43% 48
2023
Q1 		$831K Buy
4,557
+91
+2% +$15.9K 0.48% 44
2022
Q4 		$807K Sell
4,466
-1,527
-25% -$272K 0.57% 44
2022
Q3 		$978K Buy
5,993
+928
+18% +$160K 0.81% 35
2022
Q2 		$881K Buy
+5,065
New +$853K 0.87% 38

Other funds holding PEP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

FSM Wealth Advisors's PEP Position: Q2 2026 in Review

FSM Wealth Advisors reduced its PepsiCo (PEP) stake by 3.5% in Q2 2026, selling an estimated $42.8K and leaving 7,997 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #106.

FSM Wealth Advisors first reported a position in PEP in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.39M in Q3 2025. 1,863 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • FSM Wealth Advisors held 7,997 shares of PepsiCo worth $1.08M as of Q2 2026.
  • FSM Wealth Advisors sold 286 PepsiCo shares in Q2 2026, an estimated $42.8K.
  • PepsiCo made up 0.12% of FSM Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • FSM Wealth Advisors first reported a position in PepsiCo in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's PepsiCo position peaked at $1.39M in Q3 2025.
  • 1,863 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.