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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

MN Wealth Advisors's PEP Position: Q2 2026 in Review

MN Wealth Advisors increased its PepsiCo (PEP) stake by 12% in Q2 2026, buying an estimated $92.7K and bringing the position to 5,923 shares worth $802K. The position accounts for 0.34% of the portfolio, ranked #59.

MN Wealth Advisors first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q1 2025. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • MN Wealth Advisors held 5,923 shares of PepsiCo worth $802K as of Q2 2026.
  • MN Wealth Advisors bought 620 PepsiCo shares in Q2 2026, an estimated $92.7K.
  • PepsiCo made up 0.34% of MN Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • MN Wealth Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • MN Wealth Advisors's PepsiCo position peaked at $1.31M in Q1 2025.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.