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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
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

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

McGlone Suttner Wealth Management's PEP Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its PepsiCo (PEP) stake by 2.2% in Q2 2026, buying an estimated $25.6K and bringing the position to 7,901 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #82.

McGlone Suttner Wealth Management first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q2 2023. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • McGlone Suttner Wealth Management held 7,901 shares of PepsiCo worth $1.07M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 171 PepsiCo shares in Q2 2026, an estimated $25.6K.
  • PepsiCo made up 0.13% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #82 holding.
  • McGlone Suttner Wealth Management first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's PepsiCo position peaked at $1.29M in Q2 2023.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.