Maia Wealth
PEP icon

Maia Wealth’s PepsiCo PEP Stock Holding History

Maia Wealth’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 		$216K Sell
1,707
-388
-19% -$53.4K 0.03% 333
2026
Q2 		$284K Sell
2,095
-142
-6% -$21.2K 0.04% 300
2026
Q1 		$347K Sell
2,237
-248
-10% -$38.6K 0.06% 271
2025
Q4 		$416K Buy
2,485
+396
+19% +$58.2K 0.07% 243
2025
Q3 		$298K Sell
2,089
-260
-11% -$37.1K 0.05% 279
2025
Q2 		$310K Buy
2,349
+20
+0.9% +$2.69K 0.06% 255
2025
Q1 		$342K Buy
2,329
+228
+11% +$33.9K 0.08% 215
2024
Q4 		$325K Sell
2,101
-551
-21% -$90.3K 0.07% 216
2024
Q3 		$457K Buy
2,652
+654
+33% +$112K 0.11% 153
2024
Q2 		$327K Buy
+1,998
New +$345K 0.1% 150
2023
Q4 		$305K Buy
+1,796
New +$298K 0.12% 144

Other funds holding PEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Maia Wealth's PEP Position: Q3 2026 in Review

Maia Wealth reduced its PepsiCo (PEP) stake by 19% in Q3 2026, selling an estimated $53.4K and leaving 1,707 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #333.

Maia Wealth first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $457K in Q3 2024. 2,951 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Maia Wealth held 1,707 shares of PepsiCo worth $216K as of Q3 2026.
  • Maia Wealth sold 388 PepsiCo shares in Q3 2026, an estimated $53.4K.
  • PepsiCo made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #333 holding.
  • Maia Wealth first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • Maia Wealth's PepsiCo position peaked at $457K in Q3 2024.
  • 2,951 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

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