McGlone Suttner Wealth Management
PEP icon

McGlone Suttner Wealth Management’s PepsiCo PEP Stock Holding History

McGlone Suttner 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 		$994K Sell
7,847
-54
-0.7% -$7.44K 0.12% 85
2026
Q2 		$1.07M Buy
7,901
+171
+2% +$25.6K 0.13% 82
2026
Q1 		$1.2M Buy
7,730
+287
+4% +$44.7K 0.16% 69
2025
Q4 		$1.07M Sell
7,443
-422
-5% -$62K 0.14% 73
2025
Q3 		$1.1M Buy
7,865
+509
+7% +$72.7K 0.15% 68
2025
Q2 		$971K Buy
7,356
+161
+2% +$21.7K 0.15% 71
2025
Q1 		$1.08M Buy
7,195
+2,936
+69% +$437K 0.18% 65
2024
Q4 		$648K Sell
4,259
-2,993
-41% -$490K 0.11% 83
2024
Q3 		$1.23M Buy
7,252
+1,889
+35% +$325K 0.26% 50
2024
Q2 		$911K Sell
5,363
-1,292
-19% -$223K 0.19% 59
2024
Q1 		$1.16M Buy
6,655
+1,292
+24% +$218K 0.22% 51
2023
Q4 		$911K Buy
5,363
+405
+8% +$67.2K 0.18% 59
2023
Q3 		$840K Sell
4,958
-2,017
-29% -$366K 0.19% 58
2023
Q2 		$1.29M Buy
6,975
+634
+10% +$118K 0.29% 36
2023
Q1 		$1.16M Buy
6,341
+930
+17% +$163K 0.3% 38
2022
Q4 		$978K Buy
+5,411
New +$965K 0.31% 43

Other funds holding PEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
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

McGlone Suttner Wealth Management's PEP Position: Q3 2026 in Review

McGlone Suttner Wealth Management reduced its PepsiCo (PEP) stake by 0.68% in Q3 2026, selling an estimated $7.44K and leaving 7,847 shares worth $994K. The position accounts for 0.12% of the portfolio, ranked #85.

McGlone Suttner Wealth Management first reported a position in PEP in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.29M in Q2 2023. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • McGlone Suttner Wealth Management held 7,847 shares of PepsiCo worth $994K as of Q3 2026.
  • McGlone Suttner Wealth Management sold 54 PepsiCo shares in Q3 2026, an estimated $7.44K.
  • PepsiCo made up 0.12% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #85 holding.
  • McGlone Suttner Wealth Management first reported a position in PepsiCo in Q4 2022 and has held it in 16 quarters since.
  • McGlone Suttner Wealth Management's PepsiCo position peaked at $1.29M in Q2 2023.
  • 2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

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