Meriwether Wealth & Planning
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
Q3 		$453K Buy
3,577
+1,081
+43% +$149K 0.2% 72
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

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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Meriwether Wealth & Planning's PEP Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its PepsiCo (PEP) stake by 43% in Q3 2026, buying an estimated $149K and bringing the position to 3,577 shares worth $453K. The position accounts for 0.2% of the portfolio, ranked #72.

Meriwether Wealth & Planning first reported a position in PEP in Q4 2024 and has held it in 8 quarters since. 940 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Meriwether Wealth & Planning held 3,577 shares of PepsiCo worth $453K as of Q3 2026.
  • Meriwether Wealth & Planning bought 1,081 PepsiCo shares in Q3 2026, an estimated $149K.
  • PepsiCo made up 0.2% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #72 holding.
  • Meriwether Wealth & Planning first reported a position in PepsiCo in Q4 2024 and has held it in 8 quarters since.
  • 940 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.