M3 Wealth Management’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.06M Sell
15,202
-483
-3% -$72.2K 1.34% 31
2026
Q1
$2.44M Buy
15,685
+202
+1% +$31.5K 1.87% 26
2025
Q4
$2.22M Buy
+15,483
New +$2.27M 1.81% 29

Other funds holding PEP

M3 Wealth Management's PEP Position: Q2 2026 in Review

M3 Wealth Management reduced its PepsiCo (PEP) stake by 3.1% in Q2 2026, selling an estimated $72.2K and leaving 15,202 shares worth $2.06M. The position accounts for 1.34% of the portfolio, ranked #31.

M3 Wealth Management first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.44M in Q1 2026. 3,401 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • M3 Wealth Management held 15,202 shares of PepsiCo worth $2.06M as of Q2 2026.
  • M3 Wealth Management sold 483 PepsiCo shares in Q2 2026, an estimated $72.2K.
  • PepsiCo made up 1.34% of M3 Wealth Management's portfolio in Q2 2026, its #31 holding.
  • M3 Wealth Management first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • M3 Wealth Management's PepsiCo position peaked at $2.44M in Q1 2026.
  • 3,401 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on M3 Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.