Ledgewood Wealth Advisors’s PepsiCo PEP Stock Holding History

Ledgewood Wealth 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 Q2	$235K	Sell	1,735 -300	-15%	-$44.9K	0.12%	66
2026 Q1	$316K	Hold	2,035	–	–	0.18%	60
2025 Q4	$292K	Hold	2,035	–	–	0.17%	61
2025 Q3	$286K	Sell	2,035 -400	-16%	-$57.1K	0.17%	61
2025 Q2	$322K	Hold	2,435	–	–	0.2%	56
2025 Q1	$365K	Hold	2,435	–	–	0.24%	49
2024 Q4	$370K	Hold	2,435	–	–	0.24%	52
2024 Q3	$414K	Hold	2,435	–	–	0.28%	47
2024 Q2	$402K	Hold	2,435	–	–	0.35%	37
2024 Q1	$426K	Sell	2,435 -325	-12%	-$54.7K	0.4%	33
2023 Q4	$469K	Buy	+2,760	New	+$458K	0.43%	33

Other funds holding PEP

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Ledgewood Wealth Advisors's PEP Position: Q2 2026 in Review

Ledgewood Wealth Advisors reduced its PepsiCo (PEP) stake by 15% in Q2 2026, selling an estimated $44.9K and leaving 1,735 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #66.

Ledgewood Wealth Advisors first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $469K in Q4 2023. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Ledgewood Wealth Advisors held 1,735 shares of PepsiCo worth $235K as of Q2 2026.
Ledgewood Wealth Advisors sold 300 PepsiCo shares in Q2 2026, an estimated $44.9K.
PepsiCo made up 0.12% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Ledgewood Wealth Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Ledgewood Wealth Advisors's PepsiCo position peaked at $469K in Q4 2023.
639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.