Optivise Advisory Services’s PepsiCo PEP Stock Holding History

Optivise Advisory Services’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	$414K	Buy	3,059 +78	+3%	+$11.7K	0.21%	129
2026 Q1	$463K	Sell	2,981 -601	-17%	-$93.7K	0.28%	90
2025 Q4	$514K	Buy	3,582 +260	+8%	+$38.2K	0.3%	90
2025 Q3	$466K	Sell	3,322 -36	-1%	-$5.14K	0.28%	89
2025 Q2	$443K	Buy	3,358 +1,082	+48%	+$146K	0.23%	106
2025 Q1	$341K	Sell	2,276 -146	-6%	-$21.7K	0.19%	112
2024 Q4	$368K	Buy	2,422 +323	+15%	+$52.9K	0.2%	108
2024 Q3	$357K	Sell	2,099 -182	-8%	-$31.3K	0.19%	103
2024 Q2	$376K	Buy	+2,281	New	+$394K	0.2%	109

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Optivise Advisory Services's PEP Position: Q2 2026 in Review

Optivise Advisory Services increased its PepsiCo (PEP) stake by 2.6% in Q2 2026, buying an estimated $11.7K and bringing the position to 3,059 shares worth $414K. The position accounts for 0.21% of the portfolio, ranked #129.

Optivise Advisory Services first reported a position in PEP in Q2 2024 and has held it in 9 quarters since. The position peaked at $514K in Q4 2025. 1,182 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Optivise Advisory Services held 3,059 shares of PepsiCo worth $414K as of Q2 2026.
Optivise Advisory Services bought 78 PepsiCo shares in Q2 2026, an estimated $11.7K.
PepsiCo made up 0.21% of Optivise Advisory Services's portfolio in Q2 2026, its #129 holding.
Optivise Advisory Services first reported a position in PepsiCo in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's PepsiCo position peaked at $514K in Q4 2025.
1,182 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.