Pinnacle Wealth Management Group
PEP icon

Pinnacle Wealth Management Group’s PepsiCo PEP Stock Holding History

Pinnacle Wealth Management Group’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 		$824K Buy
6,501
+1
+0% +$138 0.38% 48
2026
Q2 		$880K Sell
6,500
-256
-4% -$38.3K 0.41% 49
2026
Q1 		$1.05M Sell
6,756
-508
-7% -$79.2K 0.52% 44
2025
Q4 		$1.04M Sell
7,264
-391
-5% -$57.4K 0.52% 44
2025
Q3 		$1.08M Sell
7,655
-185
-2% -$26.4K 0.55% 40
2025
Q2 		$1.04M Sell
7,840
-1,128
-13% -$152K 0.59% 39
2025
Q1 		$1.34M Sell
8,968
-1,172
-12% -$174K 0.94% 33
2024
Q4 		$1.54M Sell
10,140
-100
-1% -$16.4K 0.96% 30
2024
Q3 		$1.74M Hold
10,240
– – 1.1% 27
2024
Q2 		$1.69M Sell
10,240
-65
-0.6% -$11.2K 1.14% 24
2024
Q1 		$1.8M Hold
10,305
– – 1.34% 23
2023
Q4 		$1.75M Buy
10,305
+100
+1% +$16.6K 1.44% 26
2023
Q3 		$1.73M Hold
10,205
– – 1.57% 20
2023
Q2 		$1.89M Sell
10,205
-353
-3% -$65.9K 1.65% 17
2023
Q1 		$1.92M Sell
10,558
-217
-2% -$37.9K 1.67% 17
2022
Q4 		$1.95M Sell
10,775
-1,257
-10% -$224K 1.73% 16
2022
Q3 		$1.96M Sell
12,032
-10
-0.1% -$1.72K 1.73% 14
2022
Q2 		$2.01M Sell
12,042
-75
-0.6% -$12.6K 1.68% 18
2022
Q1 		$2.03M Buy
12,117
+219
+2% +$36.8K 1.53% 18
2021
Q4 		$2.07M Sell
11,898
-259
-2% -$42.3K 1.53% 18
2021
Q3 		$1.83M Sell
12,157
-82
-0.7% -$12.7K 1.38% 21
2021
Q2 		$1.81M Buy
+12,239
New +$1.78M 1.32% 23

Other funds holding PEP

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Pinnacle Wealth Management Group's PEP Position: Q3 2026 in Review

Pinnacle Wealth Management Group increased its PepsiCo (PEP) stake by 0.02% in Q3 2026, buying an estimated $138 and bringing the position to 6,501 shares worth $824K. The position accounts for 0.38% of the portfolio, ranked #48.

Pinnacle Wealth Management Group first reported a position in PEP in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.07M in Q4 2021. 1,481 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Pinnacle Wealth Management Group held 6,501 shares of PepsiCo worth $824K as of Q3 2026.
  • Pinnacle Wealth Management Group bought 1 PepsiCo share in Q3 2026, an estimated $138.
  • PepsiCo made up 0.38% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #48 holding.
  • Pinnacle Wealth Management Group first reported a position in PepsiCo in Q2 2021 and has held it in 22 quarters since.
  • Pinnacle Wealth Management Group's PepsiCo position peaked at $2.07M in Q4 2021.
  • 1,481 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.