Martel Wealth Advisors’s PepsiCo PEP Stock Holding History

Martel 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 Q2	$414K	Hold	3,059	–	–	0.07%	44
2026 Q1	$475K	Buy	3,059 +59	+2%	+$9.19K	0.08%	46
2025 Q4	$431K	Hold	3,000	–	–	0.07%	47
2025 Q3	$421K	Hold	3,000	–	–	0.07%	48
2025 Q2	$396K	Hold	3,000	–	–	0.07%	50
2025 Q1	$450K	Hold	3,000	–	–	0.09%	46
2024 Q4	$456K	Buy	+3,000	New	+$492K	0.09%	48

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Martel Wealth Advisors's PEP Position: Q2 2026 in Review

Martel Wealth Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 3,059 shares worth $414K. The position accounts for 0.07% of the portfolio, ranked #44.

Martel Wealth Advisors first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $475K in Q1 2026. 1,672 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Martel Wealth Advisors held 3,059 shares of PepsiCo worth $414K as of Q2 2026.
Martel Wealth Advisors left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.07% of Martel Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Martel Wealth Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Martel Wealth Advisors's PepsiCo position peaked at $475K in Q1 2026.
1,672 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.