Mitchell & Pahl Private Wealth
PEP icon

Mitchell & Pahl Private Wealth’s PepsiCo PEP Stock Holding History

Mitchell & Pahl Private Wealth’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 		$2.05M Buy
16,164
+1,138
+8% +$157K 0.74% 58
2026
Q2 		$2.03M Buy
15,026
+635
+4% +$94.9K 0.75% 57
2026
Q1 		$2.23M Buy
14,391
+1,134
+9% +$177K 0.91% 46
2025
Q4 		$1.9M Buy
13,257
+693
+6% +$102K 0.79% 52
2025
Q3 		$1.76M Buy
12,564
+102
+0.8% +$14.6K 0.74% 51
2025
Q2 		$1.65M Buy
12,462
+761
+7% +$103K 0.73% 55
2025
Q1 		$1.75M Buy
11,701
+382
+3% +$56.9K 0.82% 49
2024
Q4 		$1.72M Buy
11,319
+1,135
+11% +$186K 0.8% 48
2024
Q3 		$1.73M Buy
10,184
+260
+3% +$44.7K 0.81% 46
2024
Q2 		$1.64M Buy
9,924
+127
+1% +$21.9K 0.86% 45
2024
Q1 		$1.71M Buy
9,797
+394
+4% +$66.3K 0.9% 43
2023
Q4 		$1.6M Sell
9,403
-259
-3% -$43K 0.91% 42
2023
Q3 		$1.64M Buy
9,662
+815
+9% +$148K 0.97% 35
2023
Q2 		$1.64M Buy
8,847
+225
+3% +$42K 0.99% 32
2023
Q1 		$1.57M Buy
8,622
+470
+6% +$82.2K 0.98% 33
2022
Q4 		$1.47M Buy
8,152
+106
+1% +$18.9K 0.97% 36
2022
Q3 		$1.31M Buy
8,046
+370
+5% +$63.8K 0.97% 29
2022
Q2 		$1.28M Buy
7,676
+617
+9% +$104K 0.89% 37
2022
Q1 		$1.18M Buy
7,059
+484
+7% +$81.3K 0.75% 44
2021
Q4 		$1.14M Buy
6,575
+230
+4% +$37.6K 0.73% 44
2021
Q3 		$954K Buy
6,345
+59
+0.9% +$9.13K 0.69% 50
2021
Q2 		$931K Buy
6,286
+204
+3% +$29.7K 0.67% 53
2021
Q1 		$860K Buy
6,082
+262
+5% +$36K 0.67% 52
2020
Q4 		$863K Buy
+5,820
New +$827K 0.73% 48

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
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Mitchell & Pahl Private Wealth's PEP Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its PepsiCo (PEP) stake by 7.6% in Q3 2026, buying an estimated $157K and bringing the position to 16,164 shares worth $2.05M. The position accounts for 0.74% of the portfolio, ranked #58.

Mitchell & Pahl Private Wealth first reported a position in PEP in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.23M in Q1 2026. 865 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 16,164 shares of PepsiCo worth $2.05M as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 1,138 PepsiCo shares in Q3 2026, an estimated $157K.
  • PepsiCo made up 0.74% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #58 holding.
  • Mitchell & Pahl Private Wealth first reported a position in PepsiCo in Q4 2020 and has held it in 24 quarters since.
  • Mitchell & Pahl Private Wealth's PepsiCo position peaked at $2.23M in Q1 2026.
  • 865 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.