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MBE Wealth Management’s PepsiCo PEP Stock Holding History

MBE 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 		$1.01M Buy
7,487
+60
+0.8% +$8.97K 0.36% 46
2026
Q1 		$1.15M Buy
7,427
+215
+3% +$33.5K 0.48% 34
2025
Q4 		$1.04M Buy
7,212
+124
+2% +$18.2K 0.43% 36
2025
Q3 		$995K Buy
7,088
+9
+0.1% +$1.28K 0.43% 35
2025
Q2 		$935K Buy
7,079
+35
+0.5% +$4.71K 0.41% 35
2025
Q1 		$1.06M Buy
7,044
+26
+0.4% +$3.87K 0.51% 31
2024
Q4 		$1.07M Hold
7,018
– – 0.6% 27
2024
Q3 		$1.19M Buy
7,018
+8
+0.1% +$1.37K 0.66% 25
2024
Q2 		$1.16M Buy
7,010
+274
+4% +$47.3K 0.7% 24
2024
Q1 		$1.18M Buy
6,736
+621
+10% +$105K 0.73% 22
2023
Q4 		$1.04M Sell
6,115
-535
-8% -$88.7K 0.53% 26
2023
Q3 		$1.13M Buy
6,650
+2,235
+51% +$406K 0.65% 21
2023
Q2 		$818K Buy
4,415
+2,372
+116% +$443K 0.44% 28
2023
Q1 		$372K Buy
2,043
+4
+0.2% +$699 0.22% 50
2022
Q4 		$368K Buy
+2,039
New +$364K 0.24% 45
2020
Q2 		– Sell
-556
Closed -$66K – 380
2020
Q1 		$66K Buy
+556
New +$75.1K 0.06% 97

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

MBE Wealth Management increased its PepsiCo (PEP) stake by 0.81% in Q2 2026, buying an estimated $8.97K and bringing the position to 7,487 shares worth $1.01M. The position accounts for 0.36% of the portfolio, ranked #46.

MBE Wealth Management first reported a position in PEP in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.19M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • MBE Wealth Management held 7,487 shares of PepsiCo worth $1.01M as of Q2 2026.
  • MBE Wealth Management bought 60 PepsiCo shares in Q2 2026, an estimated $8.97K.
  • PepsiCo made up 0.36% of MBE Wealth Management's portfolio in Q2 2026, its #46 holding.
  • MBE Wealth Management first reported a position in PepsiCo in Q1 2020 and has held it in 16 quarters since.
  • MBE Wealth Management's PepsiCo position peaked at $1.19M in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.