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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
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

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

Onyx Bridge Wealth Group's PEP Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its PepsiCo (PEP) stake by 3.1% in Q2 2026, buying an estimated $12.6K and bringing the position to 2,757 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #279.

Onyx Bridge Wealth Group first reported a position in PEP in Q2 2021 and has held it in 17 quarters since. The position peaked at $429K in Q3 2025. 1,181 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Onyx Bridge Wealth Group held 2,757 shares of PepsiCo worth $373K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 84 PepsiCo shares in Q2 2026, an estimated $12.6K.
  • PepsiCo made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #279 holding.
  • Onyx Bridge Wealth Group first reported a position in PepsiCo in Q2 2021 and has held it in 17 quarters since.
  • Onyx Bridge Wealth Group's PepsiCo position peaked at $429K in Q3 2025.
  • 1,181 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.