MBE Wealth Management
PEP icon

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
Q3 		$971K Buy
7,659
+172
+2% +$23.7K 0.34% 49
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% +$4.72K 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

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MBE Wealth Management's PEP Position: Q3 2026 in Review

MBE Wealth Management increased its PepsiCo (PEP) stake by 2.3% in Q3 2026, buying an estimated $23.7K and bringing the position to 7,659 shares worth $971K. The position accounts for 0.34% of the portfolio, ranked #49.

MBE Wealth Management first reported a position in PEP in Q1 2020 and has held it in 17 quarters since. The position peaked at $1.19M in Q3 2024. 1,481 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • MBE Wealth Management held 7,659 shares of PepsiCo worth $971K as of Q3 2026.
  • MBE Wealth Management bought 172 PepsiCo shares in Q3 2026, an estimated $23.7K.
  • PepsiCo made up 0.34% of MBE Wealth Management's portfolio in Q3 2026, its #49 holding.
  • MBE Wealth Management first reported a position in PepsiCo in Q1 2020 and has held it in 17 quarters since.
  • MBE Wealth Management's PepsiCo position peaked at $1.19M in Q3 2024.
  • 1,481 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.