MN Wealth Advisors
PEP icon

MN Wealth Advisors’s PepsiCo PEP Stock Holding History

MN Wealth Advisors’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 		$662K Sell
5,225
-698
-12% -$96.2K 0.27% 67
2026
Q2 		$802K Buy
5,923
+620
+12% +$92.7K 0.34% 59
2026
Q1 		$824K Sell
5,303
-369
-7% -$57.5K 0.4% 51
2025
Q4 		$814K Sell
5,672
-3,594
-39% -$528K 0.41% 51
2025
Q3 		$1.3M Buy
9,266
+295
+3% +$42.1K 0.7% 29
2025
Q2 		$1.18M Buy
8,971
+207
+2% +$27.9K 0.69% 34
2025
Q1 		$1.31M Buy
8,764
+1,794
+26% +$267K 0.77% 32
2024
Q4 		$1.06M Buy
6,970
+3,750
+116% +$614K 0.6% 38
2024
Q3 		$548K Sell
3,220
-1,735
-35% -$298K 0.31% 59
2024
Q2 		$817K Buy
4,955
+115
+2% +$19.8K 0.47% 47
2024
Q1 		$847K Buy
4,840
+185
+4% +$31.1K 0.52% 42
2023
Q4 		$791K Buy
+4,655
New +$772K 0.54% 41

Other funds holding PEP

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

MN Wealth Advisors's PEP Position: Q3 2026 in Review

MN Wealth Advisors reduced its PepsiCo (PEP) stake by 12% in Q3 2026, selling an estimated $96.2K and leaving 5,225 shares worth $662K. The position accounts for 0.27% of the portfolio, ranked #67.

MN Wealth Advisors first reported a position in PEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.31M in Q1 2025. 1,224 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • MN Wealth Advisors held 5,225 shares of PepsiCo worth $662K as of Q3 2026.
  • MN Wealth Advisors sold 698 PepsiCo shares in Q3 2026, an estimated $96.2K.
  • PepsiCo made up 0.27% of MN Wealth Advisors's portfolio in Q3 2026, its #67 holding.
  • MN Wealth Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 12 quarters since.
  • MN Wealth Advisors's PepsiCo position peaked at $1.31M in Q1 2025.
  • 1,224 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.