GPWM
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Grant Private Wealth Management’s PepsiCo PEP Stock Holding History

Grant Private 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 		$232K Buy
1,710
+375
+28% +$56.1K 0.1% 148
2026
Q1 		$207K Buy
+1,335
New +$208K 0.11% 146
2025
Q3 		– Sell
-4,492
Closed -$593K – 161
2025
Q2 		$593K Buy
+4,492
New +$605K 0.34% 39

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Grant Private Wealth Management's PEP Position: Q2 2026 in Review

Grant Private Wealth Management increased its PepsiCo (PEP) stake by 28% in Q2 2026, buying an estimated $56.1K and bringing the position to 1,710 shares worth $232K. The position accounts for 0.1% of the portfolio, ranked #148.

Grant Private Wealth Management first reported a position in PEP in Q2 2025 and has held it in 3 quarters since. The position peaked at $593K in Q2 2025. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Grant Private Wealth Management held 1,710 shares of PepsiCo worth $232K as of Q2 2026.
  • Grant Private Wealth Management bought 375 PepsiCo shares in Q2 2026, an estimated $56.1K.
  • PepsiCo made up 0.1% of Grant Private Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Grant Private Wealth Management first reported a position in PepsiCo in Q2 2025 and has held it in 3 quarters since.
  • Grant Private Wealth Management's PepsiCo position peaked at $593K in Q2 2025.
  • 639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.