Pines Wealth Management’s PepsiCo PEP Stock Holding History

Pines 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 Q3	$528K	Buy	4,169 +384	+10%	+$52.9K	0.15%	126
2026 Q2	$512K	Sell	3,785 -38	-1%	-$5.68K	0.15%	135
2026 Q1	$594K	Sell	3,823 -47	-1%	-$7.32K	0.19%	120
2025 Q4	$555K	Sell	3,870 -198	-5%	-$29.1K	0.18%	122
2025 Q3	$571K	Sell	4,068 -124	-3%	-$17.7K	0.19%	116
2025 Q2	$568K	Buy	4,192 +39	+0.9%	+$5.25K	0.2%	120
2025 Q1	$583K	Buy	4,153 +671	+19%	+$100K	0.27%	94
2024 Q4	$497K	Buy	+3,482	New	+$571K	0.22%	116

Other funds holding PEP

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Pines Wealth Management's PEP Position: Q3 2026 in Review

Pines Wealth Management increased its PepsiCo (PEP) stake by 10% in Q3 2026, buying an estimated $52.9K and bringing the position to 4,169 shares worth $528K. The position accounts for 0.15% of the portfolio, ranked #126.

Pines Wealth Management first reported a position in PEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $594K in Q1 2026. 970 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Pines Wealth Management held 4,169 shares of PepsiCo worth $528K as of Q3 2026.
Pines Wealth Management bought 384 PepsiCo shares in Q3 2026, an estimated $52.9K.
PepsiCo made up 0.15% of Pines Wealth Management's portfolio in Q3 2026, its #126 holding.
Pines Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's PepsiCo position peaked at $594K in Q1 2026.
970 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.