Grant Private Wealth Management
PEP icon

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
Q3 		– Sell
-1,710
Closed -$232K – 175
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Grant Private Wealth Management's PEP Position: Q3 2026 in Review

Grant Private Wealth Management sold out of PepsiCo (PEP) in Q3 2026, closing a stake of 1,710 shares — an estimated $232K sold.

Grant Private Wealth Management first reported a position in PEP in Q2 2025 and held it in 3 quarters. The position peaked at $593K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Grant Private Wealth Management reported no remaining PepsiCo position as of Q3 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 1,710 PepsiCo shares in Q3 2026, an estimated $232K.
  • Grant Private Wealth Management first reported a position in PepsiCo in Q2 2025 and held it in 3 quarters.
  • Grant Private Wealth Management's PepsiCo position peaked at $593K in Q2 2025.
  • 2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.