LWM
PEP icon

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
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

Assenagon Asset Management
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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
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

LongView Wealth Management's PEP Position: Q2 2026 in Review

LongView Wealth Management reduced its PepsiCo (PEP) stake by 19% in Q2 2026, selling an estimated $77K and leaving 2,158 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #175.

LongView Wealth Management first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $752K in Q1 2024. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • LongView Wealth Management held 2,158 shares of PepsiCo worth $292K as of Q2 2026.
  • LongView Wealth Management sold 515 PepsiCo shares in Q2 2026, an estimated $77K.
  • PepsiCo made up 0.08% of LongView Wealth Management's portfolio in Q2 2026, its #175 holding.
  • LongView Wealth Management first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's PepsiCo position peaked at $752K in Q1 2024.
  • 639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.