Partners Wealth Management’s PepsiCo PEP Stock Holding History

Partners Wealth Management’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	$271K	Buy	2,000 +2	+0.1%	+$299	0.27%	82
2026 Q1	$310K	Buy	1,998 +68	+4%	+$10.6K	0.32%	77
2025 Q4	$277K	Sell	1,930 -250	-11%	-$36.7K	0.29%	84
2025 Q3	$306K	Sell	2,180 -656	-23%	-$93.7K	0.3%	89
2025 Q2	$424K	Hold	2,836	–	–	0.48%	55
2025 Q1	$425K	Sell	2,836 -229	-7%	-$34.1K	0.48%	57
2024 Q4	$466K	Buy	+3,065	New	+$502K	0.53%	53

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

Partners Wealth Management's PEP Position: Q2 2026 in Review

Partners Wealth Management increased its PepsiCo (PEP) stake by 0.1% in Q2 2026, buying an estimated $299 and bringing the position to 2,000 shares worth $271K. The position accounts for 0.27% of the portfolio, ranked #82.

Partners Wealth Management first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $466K in Q4 2024. 1,029 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Partners Wealth Management held 2,000 shares of PepsiCo worth $271K as of Q2 2026.
Partners Wealth Management bought 2 PepsiCo shares in Q2 2026, an estimated $299.
PepsiCo made up 0.27% of Partners Wealth Management's portfolio in Q2 2026, its #82 holding.
Partners Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's PepsiCo position peaked at $466K in Q4 2024.
1,029 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.