Olistico Wealth
PEP icon

Olistico Wealth’s PepsiCo PEP Stock Holding History

Olistico 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 		$105K Hold
832
– – 0.04% 127
2026
Q2 		$113K Sell
832
-206
-20% -$30.8K 0.05% 124
2026
Q1 		$161K Buy
1,038
+4
+0.4% +$623 0.08% 106
2025
Q4 		$148K Buy
+1,034
New +$152K 0.07% 107
2025
Q3 		– Sell
-1,232
Closed -$163K – 268
2025
Q2 		$163K Buy
1,232
+2
+0.2% +$269 0.09% 102
2025
Q1 		$184K Buy
1,230
+3
+0.2% +$447 0.11% 104
2024
Q4 		$187K Buy
1,227
+1
+0.1% +$164 0.11% 103
2024
Q3 		$209K Buy
1,226
+1
+0.1% +$172 0.13% 97
2024
Q2 		$202K Buy
1,225
+23
+2% +$3.97K 0.13% 98
2024
Q1 		$210K Buy
1,202
+1
+0.1% +$168 0.15% 102
2023
Q4 		$204K Sell
1,201
-960
-44% -$159K 0.16% 101
2023
Q3 		$366K Buy
2,161
+182
+9% +$33.1K 0.33% 76
2023
Q2 		$367K Buy
+1,979
New +$369K 0.31% 79

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

Olistico Wealth's PEP Position: Q3 2026 in Review

Olistico Wealth held its PepsiCo (PEP) position steady in Q3 2026 at 832 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #127.

Olistico Wealth first reported a position in PEP in Q2 2023 and has held it in 13 quarters since. The position peaked at $367K in Q2 2023. 864 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Olistico Wealth held 832 shares of PepsiCo worth $105K as of Q3 2026.
  • Olistico Wealth left its PepsiCo share count unchanged in Q3 2026.
  • PepsiCo made up 0.04% of Olistico Wealth's portfolio in Q3 2026, its #127 holding.
  • Olistico Wealth first reported a position in PepsiCo in Q2 2023 and has held it in 13 quarters since.
  • Olistico Wealth's PepsiCo position peaked at $367K in Q2 2023.
  • 864 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.