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Lineweaver Wealth Advisors’s PepsiCo PEP Stock Holding History

Lineweaver 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 		$2.72M Buy
20,121
+1,114
+6% +$167K 0.32% 72
2026
Q1 		$2.95M Sell
19,007
-887
-4% -$138K 0.4% 52
2025
Q4 		$2.86M Buy
19,894
+1,032
+5% +$152K 0.39% 52
2025
Q3 		$2.65M Sell
18,862
-145
-0.8% -$20.7K 0.39% 51
2025
Q2 		$2.51M Buy
19,007
+4,103
+28% +$553K 0.4% 50
2025
Q1 		$2.24M Buy
14,904
+3,740
+34% +$557K 0.38% 50
2024
Q4 		$1.7M Buy
11,164
+648
+6% +$106K 0.31% 63
2024
Q3 		$1.79M Buy
10,516
+400
+4% +$68.7K 0.34% 57
2024
Q2 		$1.67M Buy
10,116
+727
+8% +$125K 0.35% 56
2024
Q1 		$1.64M Buy
9,389
+236
+3% +$39.7K 0.39% 54
2023
Q4 		$1.56M Sell
9,153
-1,178
-11% -$195K 0.4% 52
2023
Q3 		$1.75M Sell
10,331
-122
-1% -$22.2K 0.51% 41
2023
Q2 		$1.94M Sell
10,453
-126
-1% -$23.5K 0.55% 40
2023
Q1 		$1.93M Buy
10,579
+1,758
+20% +$307K 0.59% 40
2022
Q4 		$1.59M Sell
8,821
-339
-4% -$60.5K 0.48% 43
2022
Q3 		$1.49M Buy
9,160
+968
+12% +$167K 0.48% 46
2022
Q2 		$1.36M Buy
8,192
+820
+11% +$138K 0.45% 43
2022
Q1 		$1.23M Buy
7,372
+1,023
+16% +$172K 0.35% 54
2021
Q4 		$1.1M Buy
6,349
+1,628
+34% +$266K 0.32% 52
2021
Q3 		$710K Buy
4,721
+1,206
+34% +$187K 0.22% 65
2021
Q2 		$520K Buy
3,515
+1,005
+40% +$146K 0.17% 68
2021
Q1 		$355K Buy
2,510
+674
+37% +$92.5K 0.13% 82
2020
Q4 		$272K Buy
1,836
+229
+14% +$32.5K 0.11% 83
2020
Q3 		$222K Buy
+1,607
New +$219K 0.1% 82

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

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

Lineweaver Wealth Advisors increased its PepsiCo (PEP) stake by 5.9% in Q2 2026, buying an estimated $167K and bringing the position to 20,121 shares worth $2.72M. The position accounts for 0.32% of the portfolio, ranked #72.

Lineweaver Wealth Advisors first reported a position in PEP in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.95M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Lineweaver Wealth Advisors held 20,121 shares of PepsiCo worth $2.72M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 1,114 PepsiCo shares in Q2 2026, an estimated $167K.
  • PepsiCo made up 0.32% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Lineweaver Wealth Advisors first reported a position in PepsiCo in Q3 2020 and has held it in 24 quarters since.
  • Lineweaver Wealth Advisors's PepsiCo position peaked at $2.95M in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.