Gratus Wealth Advisors
PEP icon

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
Q3 		$316K Sell
2,492
-560
-18% -$77.1K 0.04% 110
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

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Gratus Wealth Advisors's PEP Position: Q3 2026 in Review

Gratus Wealth Advisors reduced its PepsiCo (PEP) stake by 18% in Q3 2026, selling an estimated $77.1K and leaving 2,492 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #110.

Gratus Wealth Advisors first reported a position in PEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.29M in Q4 2023. 2,351 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Gratus Wealth Advisors held 2,492 shares of PepsiCo worth $316K as of Q3 2026.
  • Gratus Wealth Advisors sold 560 PepsiCo shares in Q3 2026, an estimated $77.1K.
  • PepsiCo made up 0.04% of Gratus Wealth Advisors's portfolio in Q3 2026, its #110 holding.
  • Gratus Wealth Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 12 quarters since.
  • Gratus Wealth Advisors's PepsiCo position peaked at $1.29M in Q4 2023.
  • 2,351 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.