Gratus Wealth Advisors’s PepsiCo PEP Stock Holding History

Gratus Wealth Advisors’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	$413K	Sell	3,052 -226	-7%	-$33.8K	0.05%	100
2026 Q1	$509K	Buy	3,278 +207	+7%	+$32.3K	0.07%	87
2025 Q4	$441K	Sell	3,071 -1,018	-25%	-$150K	0.06%	99
2025 Q3	$574K	Sell	4,089 -77	-2%	-$11K	0.08%	86
2025 Q2	$550K	Sell	4,166 -598	-13%	-$80.6K	0.08%	87
2025 Q1	$714K	Sell	4,764 -236	-5%	-$35.1K	0.12%	75
2024 Q4	$760K	Sell	5,000 -47	-0.9%	-$7.7K	0.12%	70
2024 Q3	$844K	Sell	5,047 -334	-6%	-$57.4K	0.14%	72
2024 Q2	$911K	Sell	5,381 -264	-5%	-$45.6K	0.16%	61
2024 Q1	$972K	Sell	5,645 -1,936	-26%	-$326K	0.18%	54
2023 Q4	$1.29M	Buy	+7,581	New	+$1.26M	0.25%	45

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Gratus Wealth Advisors's PEP Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its PepsiCo (PEP) stake by 6.9% in Q2 2026, selling an estimated $33.8K and leaving 3,052 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #100.

Gratus Wealth Advisors first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q4 2023. 1,558 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Gratus Wealth Advisors held 3,052 shares of PepsiCo worth $413K as of Q2 2026.
Gratus Wealth Advisors sold 226 PepsiCo shares in Q2 2026, an estimated $33.8K.
PepsiCo made up 0.05% of Gratus Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Gratus Wealth Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's PepsiCo position peaked at $1.29M in Q4 2023.
1,558 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.