Greenspring Advisors
PEP icon

Greenspring Advisors’s PepsiCo PEP Stock Holding History

Greenspring 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 		– Sell
-2,635
Closed -$357K – 386
2026
Q2 		$357K Buy
+2,635
New +$394K 0.02% 239
2023
Q2 		– Sell
-1,568
Closed -$286K – 108
2023
Q1 		$286K Buy
1,568
+174
+12% +$30.4K 0.06% 101
2022
Q4 		$252K Sell
1,394
-185
-12% -$33K 0.07% 93
2022
Q3 		$257K Sell
1,579
-122
-7% -$21K 0.08% 87
2022
Q2 		$283K Sell
1,701
-144
-8% -$24.2K 0.08% 84
2022
Q1 		$309K Hold
1,845
– – 0.08% 79
2021
Q4 		$320K Buy
+1,845
New +$301K 0.08% 84

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

Greenspring Advisors's PEP Position: Q3 2026 in Review

Greenspring Advisors sold out of PepsiCo (PEP) in Q3 2026, closing a stake of 2,635 shares — an estimated $357K sold.

Greenspring Advisors first reported a position in PEP in Q4 2021 and held it in 7 quarters. The position peaked at $357K in Q2 2026. 2,351 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Greenspring Advisors reported no remaining PepsiCo position as of Q3 2026 after selling out during the quarter.
  • Greenspring Advisors sold 2,635 PepsiCo shares in Q3 2026, an estimated $357K.
  • Greenspring Advisors first reported a position in PepsiCo in Q4 2021 and held it in 7 quarters.
  • Greenspring Advisors's PepsiCo position peaked at $357K in Q2 2026.
  • 2,351 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Greenspring Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.