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 Q3	$296K	Sell	2,333 -726	-24%	-$100K	0.15%	158
2026 Q2	$414K	Buy	3,059 +78	+3%	+$11.7K	0.21%	129
2026 Q1	$463K	Sell	2,981 -601	-17%	-$93.6K	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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Optivise Advisory Services's PEP Position: Q3 2026 in Review

Optivise Advisory Services reduced its PepsiCo (PEP) stake by 24% in Q3 2026, selling an estimated $100K and leaving 2,333 shares worth $296K. The position accounts for 0.15% of the portfolio, ranked #158.

Optivise Advisory Services first reported a position in PEP in Q2 2024 and has held it in 10 quarters since. The position peaked at $514K in Q4 2025. 1,499 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Optivise Advisory Services held 2,333 shares of PepsiCo worth $296K as of Q3 2026.
Optivise Advisory Services sold 726 PepsiCo shares in Q3 2026, an estimated $100K.
PepsiCo made up 0.15% of Optivise Advisory Services's portfolio in Q3 2026, its #158 holding.
Optivise Advisory Services first reported a position in PepsiCo in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's PepsiCo position peaked at $514K in Q4 2025.
1,499 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.