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Global Wealth Strategies & Associates’s PepsiCo PEP Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-617
Closed -$95.8K – 343
2026
Q1 		$95.8K Sell
617
-37
-6% -$5.76K 0.02% 118
2025
Q4 		$93.8K Buy
654
+207
+46% +$30.4K 0.02% 108
2025
Q3 		$62.7K Buy
447
+57
+15% +$8.14K 0.02% 130
2025
Q2 		$51.5K Hold
390
– – 0.01% 110
2025
Q1 		$58.5K Hold
390
– – 0.02% 102
2024
Q4 		$59.3K Buy
390
+231
+145% +$37.8K 0.02% 99
2024
Q3 		$27K Buy
159
+59
+59% +$10.1K 0.01% 128
2024
Q2 		$16.5K Hold
100
– – 0.01% 137
2024
Q1 		$17.5K Hold
100
– – 0.01% 137
2023
Q4 		$17K Hold
100
– – 0.01% 133
2023
Q3 		$16.9K Hold
100
– – 0.01% 125
2023
Q2 		$18.5K Hold
100
– – 0.01% 119
2023
Q1 		$18.2K Hold
100
– – 0.01% 118
2022
Q4 		$18.1K Buy
+100
New +$17.8K 0.01% 114

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

Global Wealth Strategies & Associates's PEP Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 617 shares — an estimated $95.8K sold.

Global Wealth Strategies & Associates first reported a position in PEP in Q4 2022 and held it in 14 quarters. The position peaked at $95.8K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 617 PepsiCo shares in Q2 2026, an estimated $95.8K.
  • Global Wealth Strategies & Associates first reported a position in PepsiCo in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's PepsiCo position peaked at $95.8K in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.