Onyx Bridge Wealth Group
PEP icon

Onyx Bridge Wealth Group’s PepsiCo PEP Stock Holding History

Onyx Bridge Wealth Group’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 		$317K Sell
2,499
-258
-9% -$35.5K 0.03% 308
2026
Q2 		$373K Buy
2,757
+84
+3% +$12.6K 0.03% 279
2026
Q1 		$415K Buy
2,673
+66
+3% +$10.3K 0.04% 246
2025
Q4 		$374K Sell
2,607
-450
-15% -$66.1K 0.04% 253
2025
Q3 		$429K Buy
3,057
+780
+34% +$111K 0.05% 234
2025
Q2 		$301K Sell
2,277
-179
-7% -$24.1K 0.04% 234
2025
Q1 		$368K Buy
2,456
+165
+7% +$24.6K 0.05% 189
2024
Q4 		$348K Sell
2,291
-40
-2% -$6.55K 0.05% 195
2024
Q3 		$396K Hold
2,331
– – 0.06% 187
2024
Q2 		$385K Sell
2,331
-43
-2% -$7.42K 0.06% 170
2024
Q1 		$417K Buy
2,374
+47
+2% +$7.91K 0.07% 161
2023
Q4 		$395K Buy
2,327
+13
+0.6% +$2.16K 0.08% 154
2023
Q3 		$392K Buy
2,314
+281
+14% +$51K 0.09% 150
2023
Q2 		$377K Buy
+2,033
New +$379K 0.09% 152
2022
Q2 		– Sell
-1,991
Closed -$348K – 183
2022
Q1 		$348K Buy
1,991
+184
+10% +$30.9K 0.13% 85
2021
Q4 		$313K Buy
1,807
+57
+3% +$9.31K 0.11% 115
2021
Q3 		$277K Buy
1,750
+353
+25% +$54.6K 0.1% 108
2021
Q2 		$218K Buy
+1,397
New +$204K 0.09% 106

Other funds holding PEP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Onyx Bridge Wealth Group's PEP Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its PepsiCo (PEP) stake by 9.4% in Q3 2026, selling an estimated $35.5K and leaving 2,499 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #308.

Onyx Bridge Wealth Group first reported a position in PEP in Q2 2021 and has held it in 18 quarters since. The position peaked at $429K in Q3 2025. 2,640 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Onyx Bridge Wealth Group held 2,499 shares of PepsiCo worth $317K as of Q3 2026.
  • Onyx Bridge Wealth Group sold 258 PepsiCo shares in Q3 2026, an estimated $35.5K.
  • PepsiCo made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #308 holding.
  • Onyx Bridge Wealth Group first reported a position in PepsiCo in Q2 2021 and has held it in 18 quarters since.
  • Onyx Bridge Wealth Group's PepsiCo position peaked at $429K in Q3 2025.
  • 2,640 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.