Opal Wealth Advisors
PEP icon

Opal Wealth Advisors’s PepsiCo PEP Stock Holding History

Opal Wealth Advisors’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 		– Sell
-2,336
Closed -$316K – 245
2026
Q2 		$316K Buy
2,336
+622
+36% +$93K 0.07% 156
2026
Q1 		$266K Buy
+1,714
New +$267K 0.06% 165
2025
Q3 		– Sell
-933
Closed -$123K – 447
2025
Q2 		$123K Buy
933
+124
+15% +$16.7K 0.03% 250
2025
Q1 		$121K Buy
+809
New +$120K 0.04% 246
2024
Q3 		– Sell
-940
Closed -$155K – 898
2024
Q2 		$155K Sell
940
-330
-26% -$57K 0.05% 212
2024
Q1 		$222K Sell
1,270
-466
-27% -$78.5K 0.08% 163
2023
Q4 		$295K Sell
1,736
-141
-8% -$23.4K 0.12% 131
2023
Q3 		$318K Sell
1,877
-192
-9% -$34.9K 0.19% 91
2023
Q2 		$383K Buy
2,069
+322
+18% +$60.1K 0.19% 68
2023
Q1 		$318K Buy
1,747
+142
+9% +$24.8K 0.19% 65
2022
Q4 		$290K Buy
1,605
+14
+0.9% +$2.5K 0.16% 86
2022
Q3 		$260K Buy
1,591
+4
+0.3% +$689 0.19% 77
2022
Q2 		$264K Buy
1,587
+266
+20% +$44.8K 0.17% 78
2022
Q1 		$221K Sell
1,321
-83
-6% -$13.9K 0.19% 91
2021
Q4 		$244K Buy
+1,404
New +$229K 0.15% 97
2021
Q3 		– Sell
-1,736
Closed -$257K – 90
2021
Q2 		$257K Buy
1,736
+200
+13% +$29.1K 0.24% 61
2021
Q1 		$217K Buy
+1,536
New +$211K 0.24% 71

Other funds holding PEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Opal Wealth Advisors's PEP Position: Q3 2026 in Review

Opal Wealth Advisors sold out of PepsiCo (PEP) in Q3 2026, closing a stake of 2,336 shares — an estimated $316K sold.

Opal Wealth Advisors first reported a position in PEP in Q1 2021 and held it in 17 quarters. The position peaked at $383K in Q2 2023. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Opal Wealth Advisors reported no remaining PepsiCo position as of Q3 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 2,336 PepsiCo shares in Q3 2026, an estimated $316K.
  • Opal Wealth Advisors first reported a position in PepsiCo in Q1 2021 and held it in 17 quarters.
  • Opal Wealth Advisors's PepsiCo position peaked at $383K in Q2 2023.
  • 2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.