Johnson & White Wealth Management
PEP icon

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
Q3 		$994K Buy
7,846
+1,215
+18% +$167K 0.36% 57
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

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Johnson & White Wealth Management's PEP Position: Q3 2026 in Review

Johnson & White Wealth Management increased its PepsiCo (PEP) stake by 18% in Q3 2026, buying an estimated $167K and bringing the position to 7,846 shares worth $994K. The position accounts for 0.36% of the portfolio, ranked #57.

Johnson & White Wealth Management first reported a position in PEP in Q3 2022 and has held it in 13 quarters since. 2,189 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Johnson & White Wealth Management held 7,846 shares of PepsiCo worth $994K as of Q3 2026.
  • Johnson & White Wealth Management bought 1,215 PepsiCo shares in Q3 2026, an estimated $167K.
  • PepsiCo made up 0.36% of Johnson & White Wealth Management's portfolio in Q3 2026, its #57 holding.
  • Johnson & White Wealth Management first reported a position in PepsiCo in Q3 2022 and has held it in 13 quarters since.
  • 2,189 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.