Gen-Wealth Partners’s PepsiCo PEP Stock Holding History

Gen-Wealth Partners’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 Q3	$417K	Buy	3,294 +82	+3%	+$11.3K	0.12%	122
2026 Q2	$435K	Sell	3,212 -1,205	-27%	-$180K	0.12%	141
2026 Q1	$686K	Sell	4,417 -1,942	-31%	-$303K	0.22%	95
2025 Q4	$913K	Sell	6,359 -3,760	-37%	-$552K	0.29%	74
2025 Q3	$1.42M	Sell	10,119 -58	-0.6%	-$8.28K	0.48%	50
2025 Q2	$1.34M	Buy	10,177 +825	+9%	+$111K	0.52%	53
2025 Q1	$1.4M	Buy	9,352 +1,387	+17%	+$206K	0.59%	41
2024 Q4	$1.21M	Buy	7,965 +1,094	+16%	+$179K	0.52%	51
2024 Q3	$1.14M	Buy	6,871 +1,402	+26%	+$241K	0.5%	42
2024 Q2	$902K	Buy	5,469 +525	+11%	+$90.6K	0.44%	54
2024 Q1	$865K	Buy	+4,944	New	+$832K	0.43%	51

Other funds holding PEP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Gen-Wealth Partners's PEP Position: Q3 2026 in Review

Gen-Wealth Partners increased its PepsiCo (PEP) stake by 2.6% in Q3 2026, buying an estimated $11.3K and bringing the position to 3,294 shares worth $417K. The position accounts for 0.12% of the portfolio, ranked #122.

Gen-Wealth Partners first reported a position in PEP in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.42M in Q3 2025. 2,645 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Gen-Wealth Partners held 3,294 shares of PepsiCo worth $417K as of Q3 2026.
Gen-Wealth Partners bought 82 PepsiCo shares in Q3 2026, an estimated $11.3K.
PepsiCo made up 0.12% of Gen-Wealth Partners's portfolio in Q3 2026, its #122 holding.
Gen-Wealth Partners first reported a position in PepsiCo in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's PepsiCo position peaked at $1.42M in Q3 2025.
2,645 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.