OW
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
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

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

Olistico Wealth's PEP Position: Q2 2026 in Review

Olistico Wealth reduced its PepsiCo (PEP) stake by 20% in Q2 2026, selling an estimated $30.8K and leaving 832 shares worth $113K. The position accounts for 0.05% of the portfolio, ranked #124.

Olistico Wealth first reported a position in PEP in Q2 2023 and has held it in 12 quarters since. The position peaked at $367K in Q2 2023. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Olistico Wealth held 832 shares of PepsiCo worth $113K as of Q2 2026.
  • Olistico Wealth sold 206 PepsiCo shares in Q2 2026, an estimated $30.8K.
  • PepsiCo made up 0.05% of Olistico Wealth's portfolio in Q2 2026, its #124 holding.
  • Olistico Wealth first reported a position in PepsiCo in Q2 2023 and has held it in 12 quarters since.
  • Olistico Wealth's PepsiCo position peaked at $367K in Q2 2023.
  • 639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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