Lineweaver Wealth Advisors
PEP icon

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
Q3 		$2.84M Buy
22,424
+2,303
+11% +$317K 0.33% 65
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

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lineweaver Wealth Advisors's PEP Position: Q3 2026 in Review

Lineweaver Wealth Advisors increased its PepsiCo (PEP) stake by 11% in Q3 2026, buying an estimated $317K and bringing the position to 22,424 shares worth $2.84M. The position accounts for 0.33% of the portfolio, ranked #65.

Lineweaver Wealth Advisors first reported a position in PEP in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.95M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Lineweaver Wealth Advisors held 22,424 shares of PepsiCo worth $2.84M as of Q3 2026.
  • Lineweaver Wealth Advisors bought 2,303 PepsiCo shares in Q3 2026, an estimated $317K.
  • PepsiCo made up 0.33% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #65 holding.
  • Lineweaver Wealth Advisors first reported a position in PepsiCo in Q3 2020 and has held it in 25 quarters since.
  • Lineweaver Wealth Advisors's PepsiCo position peaked at $2.95M in Q1 2026.
  • 2,036 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.