Physician Wealth Advisors
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Physician Wealth Advisors’s PepsiCo PEP Stock Holding History

Physician Wealth Advisors’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 		$342K Buy
2,702
+134
+5% +$18.5K 0.04% 150
2026
Q2 		$348K Sell
2,568
-98
-4% -$14.7K 0.04% 144
2026
Q1 		$414K Buy
2,666
+167
+7% +$26K 0.06% 118
2025
Q4 		$359K Sell
2,499
-4,784
-66% -$703K 0.05% 124
2025
Q3 		$1.02M Buy
7,283
+254
+4% +$36.3K 0.15% 71
2025
Q2 		$928K Buy
7,029
+17
+0.2% +$2.29K 0.15% 70
2025
Q1 		$1.05M Sell
7,012
-8
-0.1% -$1.19K 0.18% 61
2024
Q4 		$1.07M Sell
7,020
-66
-0.9% -$10.8K 0.18% 65
2024
Q3 		$1.25M Buy
7,086
+186
+3% +$32K 0.22% 55
2024
Q2 		$1.14M Sell
6,900
-90
-1% -$15.5K 0.21% 64
2024
Q1 		$1.17M Buy
6,990
+290
+4% +$48.8K 0.25% 60
2023
Q4 		$1.11M Buy
6,700
+37
+0.6% +$6.14K 0.25% 59
2023
Q3 		$1.08M Buy
6,663
+6
+0.1% +$1.09K 0.28% 54
2023
Q2 		$1.24M Buy
6,657
+24
+0.4% +$4.48K 0.31% 47
2023
Q1 		$1.23M Buy
6,633
+5
+0.1% +$874 0.32% 46
2022
Q4 		$1.13M Buy
6,628
+30
+0.5% +$5.35K 0.31% 46
2022
Q3 		$1.1M Buy
6,598
+5
+0.1% +$862 0.34% 47
2022
Q2 		$1.17M Buy
6,593
+2
+0% +$337 0.34% 47
2022
Q1 		$1.15M Buy
6,591
+1
+0% +$168 0.3% 51
2021
Q4 		$1.15M Buy
6,590
+1
+0% +$163 0.3% 49
2021
Q3 		$1.05M Buy
6,589
+1
+0% +$155 0.29% 49
2021
Q2 		$1.02M Buy
6,588
+45
+0.7% +$6.56K 0.29% 48
2021
Q1 		$937K Sell
6,543
-398
-6% -$54.6K 0.3% 49
2020
Q4 		$940K Sell
6,941
-89
-1% -$12.6K 0.32% 47
2020
Q3 		$950K Sell
7,030
-2,368
-25% -$322K 0.38% 42
2020
Q2 		$1.28M Buy
9,398
+16
+0.2% +$2.11K 0.52% 37
2020
Q1 		$1.24M Sell
9,382
-353
-4% -$47.7K 0.62% 33
2019
Q4 		$1.33M Buy
9,735
+570
+6% +$77.6K 0.59% 32
2019
Q3 		$1.23M Buy
+9,165
New +$1.22M 0.6% 32

Other funds holding PEP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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

Physician Wealth Advisors's PEP Position: Q3 2026 in Review

Physician Wealth Advisors increased its PepsiCo (PEP) stake by 5.2% in Q3 2026, buying an estimated $18.5K and bringing the position to 2,702 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #150.

Physician Wealth Advisors first reported a position in PEP in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.33M in Q4 2019. 2,645 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Physician Wealth Advisors held 2,702 shares of PepsiCo worth $342K as of Q3 2026.
  • Physician Wealth Advisors bought 134 PepsiCo shares in Q3 2026, an estimated $18.5K.
  • PepsiCo made up 0.04% of Physician Wealth Advisors's portfolio in Q3 2026, its #150 holding.
  • Physician Wealth Advisors first reported a position in PepsiCo in Q3 2019 and has held it in 29 quarters since.
  • Physician Wealth Advisors's PepsiCo position peaked at $1.33M in Q4 2019.
  • 2,645 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.