NWM
PEP icon

Nova Wealth Management’s PepsiCo PEP Stock Holding History

Nova 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
Q2 		$19.4K Buy
143
+43
+43% +$6.43K 0.01% 329
2026
Q1 		$15.5K Sell
100
-20
-17% -$3.12K 0.01% 330
2025
Q4 		$17.2K Sell
120
-11
-8% -$1.62K 0.01% 302
2025
Q3 		$18.4K Sell
131
-19
-13% -$2.71K 0.01% 306
2025
Q2 		$19.8K Sell
150
-14
-9% -$1.89K 0.01% 309
2025
Q1 		$24.6K Buy
+164
New +$24.4K 0.02% 271

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Nova Wealth Management's PEP Position: Q2 2026 in Review

Nova Wealth Management increased its PepsiCo (PEP) stake by 43% in Q2 2026, buying an estimated $6.43K and bringing the position to 143 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #329.

Nova Wealth Management first reported a position in PEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.6K in Q1 2025. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Nova Wealth Management held 143 shares of PepsiCo worth $19.4K as of Q2 2026.
  • Nova Wealth Management bought 43 PepsiCo shares in Q2 2026, an estimated $6.43K.
  • PepsiCo made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #329 holding.
  • Nova Wealth Management first reported a position in PepsiCo in Q1 2025 and has held it in 6 quarters since.
  • Nova Wealth Management's PepsiCo position peaked at $24.6K in Q1 2025.
  • 639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.