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Pathfinder Wealth Consulting’s PepsiCo PEP Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-1,413
Closed -$219K – 114
2026
Q1 		$219K Hold
1,413
– – 0.14% 152
2025
Q4 		$203K Buy
+1,413
New +$208K 0.13% 162

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

Pathfinder Wealth Consulting's PEP Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,413 shares — an estimated $219K sold.

Pathfinder Wealth Consulting first reported a position in PEP in Q4 2025 and held it in 2 quarters. The position peaked at $219K in Q1 2026. 1,043 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 1,413 PepsiCo shares in Q2 2026, an estimated $219K.
  • Pathfinder Wealth Consulting first reported a position in PepsiCo in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's PepsiCo position peaked at $219K in Q1 2026.
  • 1,043 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.