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Golden State Wealth Management’s PepsiCo PEP Stock Holding History

Golden State 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
Q2 		$520K Buy
3,842
+1,059
+38% +$158K 0.05% 272
2026
Q1 		$432K Sell
2,783
-201
-7% -$31.3K 0.05% 275
2025
Q4 		$428K Sell
2,984
-398
-12% -$58.5K 0.05% 279
2025
Q3 		$475K Sell
3,382
-125
-4% -$17.9K 0.05% 249
2025
Q2 		$463K Buy
3,507
+121
+4% +$16.3K 0.06% 248
2025
Q1 		$508K Buy
3,386
+7
+0.2% +$1.04K 0.08% 203
2024
Q4 		$514K Buy
+3,379
New +$554K 0.08% 197
2022
Q1 		$238K Sell
1,421
-784
-36% -$132K 0.05% 271
2021
Q4 		$383K Buy
2,205
+488
+28% +$79.7K 0.07% 253
2021
Q3 		$258K Hold
1,717
– – 0.06% 255
2021
Q2 		$254K Sell
1,717
-158
-8% -$23K 0.06% 250
2021
Q1 		$265K Sell
1,875
-995
-35% -$137K 0.09% 160
2020
Q4 		$426K Buy
2,870
+822
+40% +$117K 0.12% 139
2020
Q3 		$284K Sell
2,048
-649
-24% -$88.3K 0.09% 151
2020
Q2 		$357K Buy
2,697
+735
+37% +$96.9K 0.11% 118
2020
Q1 		$236K Buy
+1,962
New +$265K 0.1% 133
2019
Q4 		– Sell
-2,054
Closed -$282K – 679
2019
Q3 		$282K Buy
2,054
+311
+18% +$41.3K 0.09% 163
2019
Q2 		$228K Sell
1,743
-10
-0.6% -$1.28K 0.07% 205
2019
Q1 		$215K Buy
+1,753
New +$200K 0.07% 215

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

Golden State Wealth Management's PEP Position: Q2 2026 in Review

Golden State Wealth Management increased its PepsiCo (PEP) stake by 38% in Q2 2026, buying an estimated $158K and bringing the position to 3,842 shares worth $520K. The position accounts for 0.05% of the portfolio, ranked #272.

Golden State Wealth Management first reported a position in PEP in Q1 2019 and has held it in 19 quarters since. 1,227 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Golden State Wealth Management held 3,842 shares of PepsiCo worth $520K as of Q2 2026.
  • Golden State Wealth Management bought 1,059 PepsiCo shares in Q2 2026, an estimated $158K.
  • PepsiCo made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #272 holding.
  • Golden State Wealth Management first reported a position in PepsiCo in Q1 2019 and has held it in 19 quarters since.
  • 1,227 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.