HORAN Wealth
PEP icon

HORAN Wealth’s PepsiCo PEP Stock Holding History

HORAN Wealth’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 		$541K Sell
4,268
-1,865
-30% -$257K 0.05% 154
2026
Q2 		$830K Sell
6,133
-7,207
-54% -$1.08M 0.1% 106
2026
Q1 		$2M Buy
13,340
+6,476
+94% +$1.01M 0.19% 73
2025
Q4 		$985K Sell
6,864
-47
-0.7% -$6.91K 0.15% 81
2025
Q3 		$971K Buy
6,911
+2,578
+59% +$368K 0.15% 92
2025
Q2 		$572K Buy
+4,333
New +$584K 0.18% 71

Other funds holding PEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

HORAN Wealth's PEP Position: Q3 2026 in Review

HORAN Wealth reduced its PepsiCo (PEP) stake by 30% in Q3 2026, selling an estimated $257K and leaving 4,268 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #154.

HORAN Wealth first reported a position in PEP in Q2 2025 and has held it in 6 quarters since. The position peaked at $2M in Q1 2026. 2,951 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • HORAN Wealth held 4,268 shares of PepsiCo worth $541K as of Q3 2026.
  • HORAN Wealth sold 1,865 PepsiCo shares in Q3 2026, an estimated $257K.
  • PepsiCo made up 0.05% of HORAN Wealth's portfolio in Q3 2026, its #154 holding.
  • HORAN Wealth first reported a position in PepsiCo in Q2 2025 and has held it in 6 quarters since.
  • HORAN Wealth's PepsiCo position peaked at $2M in Q1 2026.
  • 2,951 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.