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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
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 		$1.09M 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% -$12.7K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Physician Wealth Advisors's PEP Position: Q2 2026 in Review

Physician Wealth Advisors reduced its PepsiCo (PEP) stake by 3.7% in Q2 2026, selling an estimated $14.7K and leaving 2,568 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #144.

Physician Wealth Advisors first reported a position in PEP in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.33M in Q4 2019. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Physician Wealth Advisors held 2,568 shares of PepsiCo worth $348K as of Q2 2026.
  • Physician Wealth Advisors sold 98 PepsiCo shares in Q2 2026, an estimated $14.7K.
  • PepsiCo made up 0.04% of Physician Wealth Advisors's portfolio in Q2 2026, its #144 holding.
  • Physician Wealth Advisors first reported a position in PepsiCo in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's PepsiCo position peaked at $1.33M in Q4 2019.
  • 1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.