Peterson Wealth Services
PEP icon

Peterson Wealth Services’s PepsiCo PEP Stock Holding History

Peterson Wealth 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 		$14.7K Hold
116
– – ﹤0.01% 177
2026
Q2 		$15.7K Hold
116
– – ﹤0.01% 180
2026
Q1 		$18K Hold
116
– – ﹤0.01% 177
2025
Q4 		$16.6K Sell
116
-33,345
-100% -$4.9M ﹤0.01% 173
2025
Q3 		$16.3K Buy
33,461
+33,345
+28,746% +$4.76M ﹤0.01% 179
2025
Q2 		$15.3K Hold
116
– – ﹤0.01% 173
2025
Q1 		$17.4K Hold
116
– – 0.01% 172
2024
Q4 		$17.6K Hold
116
– – 0.01% 175
2024
Q3 		$19.7K Buy
+116
New +$19.9K 0.01% 178

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 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

Peterson Wealth Services's PEP Position: Q3 2026 in Review

Peterson Wealth Services held its PepsiCo (PEP) position steady in Q3 2026 at 116 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Peterson Wealth Services first reported a position in PEP in Q3 2024 and has held it in 9 quarters since. The position peaked at $19.7K in Q3 2024. 2,189 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Peterson Wealth Services held 116 shares of PepsiCo worth $14.7K as of Q3 2026.
  • Peterson Wealth Services left its PepsiCo share count unchanged in Q3 2026.
  • PepsiCo made up ﹤0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #177 holding.
  • Peterson Wealth Services first reported a position in PepsiCo in Q3 2024 and has held it in 9 quarters since.
  • Peterson Wealth Services's PepsiCo position peaked at $19.7K in Q3 2024.
  • 2,189 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.