GC Wealth Management RIA’s PepsiCo PEP Stock Holding History

GC Wealth Management RIA’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	$4.32M	Sell	31,893 -5,419	-15%	-$810K	0.25%	83
2026 Q1	$5.79M	Sell	37,312 -720	-2%	-$112K	0.24%	66
2025 Q4	$5.46M	Sell	38,032 -24,060	-39%	-$3.54M	0.2%	76
2025 Q3	$8.72M	Buy	62,092 +25,426	+69%	+$3.63M	0.29%	57
2025 Q2	$4.84M	Buy	36,666 +19,191	+110%	+$2.59M	0.4%	47
2025 Q1	$2.62M	Buy	17,475 +1,163	+7%	+$173K	0.48%	48
2024 Q4	$2.48M	Buy	16,312 +3,084	+23%	+$505K	0.44%	55
2024 Q3	$2.25M	Buy	13,228 +1,841	+16%	+$316K	0.39%	59
2024 Q2	$1.88M	Buy	11,387 +1,737	+18%	+$300K	0.37%	57
2024 Q1	$1.69M	Buy	9,650 +3,163	+49%	+$532K	0.34%	62
2023 Q4	$1.1M	Buy	+6,487	New	+$1.08M	0.5%	55

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

GC Wealth Management RIA's PEP Position: Q2 2026 in Review

GC Wealth Management RIA reduced its PepsiCo (PEP) stake by 15% in Q2 2026, selling an estimated $810K and leaving 31,893 shares worth $4.32M. The position accounts for 0.25% of the portfolio, ranked #83.

GC Wealth Management RIA first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.72M in Q3 2025. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

GC Wealth Management RIA held 31,893 shares of PepsiCo worth $4.32M as of Q2 2026.
GC Wealth Management RIA sold 5,419 PepsiCo shares in Q2 2026, an estimated $810K.
PepsiCo made up 0.25% of GC Wealth Management RIA's portfolio in Q2 2026, its #83 holding.
GC Wealth Management RIA first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's PepsiCo position peaked at $8.72M in Q3 2025.
1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.