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Gilpin Wealth Management’s PepsiCo PEP Stock Holding History

Gilpin Wealth Management’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 		$368K Sell
2,905
-69
-2% -$9.51K 0.25% 88
2026
Q2 		$403K Sell
2,974
-46
-2% -$6.88K 0.28% 88
2026
Q1 		$469K Buy
3,020
+10
+0.3% +$1.56K 0.37% 74
2025
Q4 		$432K Buy
+3,010
New +$442K 0.34% 75

Other funds holding PEP

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

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

Gilpin Wealth Management reduced its PepsiCo (PEP) stake by 2.3% in Q3 2026, selling an estimated $9.51K and leaving 2,905 shares worth $368K. The position accounts for 0.25% of the portfolio, ranked #88.

Gilpin Wealth Management first reported a position in PEP in Q4 2025 and has held it in 4 quarters since. The position peaked at $469K in Q1 2026. 176 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Gilpin Wealth Management held 2,905 shares of PepsiCo worth $368K as of Q3 2026.
  • Gilpin Wealth Management sold 69 PepsiCo shares in Q3 2026, an estimated $9.51K.
  • PepsiCo made up 0.25% of Gilpin Wealth Management's portfolio in Q3 2026, its #88 holding.
  • Gilpin Wealth Management first reported a position in PepsiCo in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's PepsiCo position peaked at $469K in Q1 2026.
  • 176 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.