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Mindset Wealth Management’s PepsiCo PEP Stock Holding History

Mindset 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 		$4M Buy
31,575
+14,800
+88% +$2.04M 0.71% 11
2026
Q2 		$2.27M Buy
16,775
+200
+1% +$29.9K 0.44% 23
2026
Q1 		$2.57M Buy
+16,575
New +$2.58M 0.69% 13

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
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
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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

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

Mindset Wealth Management increased its PepsiCo (PEP) stake by 88% in Q3 2026, buying an estimated $2.04M and bringing the position to 31,575 shares worth $4M. The position accounts for 0.71% of the portfolio, ranked #11.

Mindset Wealth Management first reported a position in PEP in Q1 2026 and has held it in 3 quarters since. 659 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Mindset Wealth Management held 31,575 shares of PepsiCo worth $4M as of Q3 2026.
  • Mindset Wealth Management bought 14,800 PepsiCo shares in Q3 2026, an estimated $2.04M.
  • PepsiCo made up 0.71% of Mindset Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Mindset Wealth Management first reported a position in PepsiCo in Q1 2026 and has held it in 3 quarters since.
  • 659 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.