MWP
PEP icon

Meriwether Wealth & Planning’s PepsiCo PEP Stock Holding History

Meriwether Wealth & Planning’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 		$338K Sell
2,496
-281
-10% -$42K 0.17% 86
2026
Q1 		$431K Buy
2,777
+90
+3% +$14K 0.24% 68
2025
Q4 		$386K Sell
2,687
-17
-0.6% -$2.5K 0.22% 72
2025
Q3 		$380K Sell
2,704
-417
-13% -$59.5K 0.22% 75
2025
Q2 		$412K Buy
3,121
+335
+12% +$45.1K 0.26% 66
2025
Q1 		$418K Buy
2,786
+502
+22% +$74.7K 0.27% 69
2024
Q4 		$347K Buy
+2,284
New +$374K 0.25% 74

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Meriwether Wealth & Planning's PEP Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its PepsiCo (PEP) stake by 10% in Q2 2026, selling an estimated $42K and leaving 2,496 shares worth $338K. The position accounts for 0.17% of the portfolio, ranked #86.

Meriwether Wealth & Planning first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $431K in Q1 2026. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Meriwether Wealth & Planning held 2,496 shares of PepsiCo worth $338K as of Q2 2026.
  • Meriwether Wealth & Planning sold 281 PepsiCo shares in Q2 2026, an estimated $42K.
  • PepsiCo made up 0.17% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #86 holding.
  • Meriwether Wealth & Planning first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's PepsiCo position peaked at $431K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.