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Laurel Oak Wealth Management’s PepsiCo PEP Stock Holding History

Laurel Oak 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 		$371K Sell
2,743
-125
-4% -$18.7K 0.05% 246
2026
Q1 		$445K Sell
2,868
-40
-1% -$6.23K 0.07% 213
2025
Q4 		$417K Buy
+2,908
New +$427K 0.07% 216

Other funds holding PEP

Assenagon Asset Management
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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Laurel Oak Wealth Management's PEP Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its PepsiCo (PEP) stake by 4.4% in Q2 2026, selling an estimated $18.7K and leaving 2,743 shares worth $371K. The position accounts for 0.05% of the portfolio, ranked #246.

Laurel Oak Wealth Management first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $445K in Q1 2026. 1,227 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Laurel Oak Wealth Management held 2,743 shares of PepsiCo worth $371K as of Q2 2026.
  • Laurel Oak Wealth Management sold 125 PepsiCo shares in Q2 2026, an estimated $18.7K.
  • PepsiCo made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Laurel Oak Wealth Management first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's PepsiCo position peaked at $445K in Q1 2026.
  • 1,227 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.