Johnson & White Wealth Management’s PepsiCo PEP Stock Holding History

Johnson & White 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 Q2	$898K	Buy	6,631 +351	+6%	+$52.5K	0.34%	61
2026 Q1	$975K	Buy	6,280 +124	+2%	+$19.3K	0.41%	50
2025 Q4	$883K	Buy	6,156 +768	+14%	+$113K	0.38%	54
2025 Q3	$757K	Sell	5,388 -292	-5%	-$41.7K	0.35%	60
2025 Q2	$750K	Sell	5,680 -50	-0.9%	-$6.74K	0.38%	55
2025 Q1	$859K	Buy	5,730 +364	+7%	+$54.2K	0.48%	51
2024 Q4	$806K	Buy	+5,366	New	+$879K	0.49%	48
2024 Q2	–	Sell	-4,804	Closed	-$841K	–	78
2024 Q1	$841K	Buy	4,804 +333	+7%	+$56.1K	0.61%	42
2023 Q4	$759K	Buy	4,471 +258	+6%	+$42.8K	0.63%	42
2023 Q3	$714K	Buy	+4,213	New	+$765K	0.65%	40
2023 Q2	–	Sell	-4,207	Closed	-$767K	–	62
2023 Q1	$767K	Buy	+4,207	New	+$735K	0.68%	35
2022 Q4	–	Sell	-3,848	Closed	-$628K	–	110
2022 Q3	$628K	Buy	+3,848	New	+$663K	0.71%	34

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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 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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Johnson & White Wealth Management's PEP Position: Q2 2026 in Review

Johnson & White Wealth Management increased its PepsiCo (PEP) stake by 5.6% in Q2 2026, buying an estimated $52.5K and bringing the position to 6,631 shares worth $898K. The position accounts for 0.34% of the portfolio, ranked #61.

Johnson & White Wealth Management first reported a position in PEP in Q3 2022 and has held it in 12 quarters since. The position peaked at $975K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Johnson & White Wealth Management held 6,631 shares of PepsiCo worth $898K as of Q2 2026.
Johnson & White Wealth Management bought 351 PepsiCo shares in Q2 2026, an estimated $52.5K.
PepsiCo made up 0.34% of Johnson & White Wealth Management's portfolio in Q2 2026, its #61 holding.
Johnson & White Wealth Management first reported a position in PepsiCo in Q3 2022 and has held it in 12 quarters since.
Johnson & White Wealth Management's PepsiCo position peaked at $975K in Q1 2026.
1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.