LongView Wealth Management’s PepsiCo PEP Stock Holding History

LongView 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	$273K	Hold	2,158	–	–	0.07%	197
2026 Q2	$292K	Sell	2,158 -515	-19%	-$77K	0.08%	175
2026 Q1	$416K	Sell	2,673 -1,866	-41%	-$291K	0.1%	152
2025 Q4	$642K	Sell	4,539 -131	-3%	-$19.2K	0.15%	121
2025 Q3	$656K	Buy	4,670 +96	+2%	+$13.7K	0.18%	103
2025 Q2	$604K	Sell	4,574 -42	-0.9%	-$5.66K	0.18%	105
2025 Q1	$692K	Buy	4,616 +160	+4%	+$23.8K	0.21%	94
2024 Q4	$678K	Buy	4,456 +95	+2%	+$15.6K	0.21%	89
2024 Q3	$742K	Sell	4,361 -10	-0.2%	-$1.72K	0.24%	82
2024 Q2	$721K	Buy	4,371 +72	+2%	+$12.4K	0.27%	76
2024 Q1	$752K	Buy	4,299 +560	+15%	+$94.3K	0.3%	72
2023 Q4	$625K	Buy	+3,739	New	+$620K	0.28%	78

Other funds holding PEP

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

LongView Wealth Management's PEP Position: Q3 2026 in Review

LongView Wealth Management held its PepsiCo (PEP) position steady in Q3 2026 at 2,158 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #197.

LongView Wealth Management first reported a position in PEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $752K in Q1 2024. 909 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

LongView Wealth Management held 2,158 shares of PepsiCo worth $273K as of Q3 2026.
LongView Wealth Management left its PepsiCo share count unchanged in Q3 2026.
PepsiCo made up 0.07% of LongView Wealth Management's portfolio in Q3 2026, its #197 holding.
LongView Wealth Management first reported a position in PepsiCo in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's PepsiCo position peaked at $752K in Q1 2024.
909 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.