Premier Path Wealth Partners’s PepsiCo PEP Stock Holding History

Premier Path Wealth Partners’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	$1.05M	Sell	7,748 -1,981	-20%	-$296K	0.12%	161
2026 Q1	$1.51M	Buy	9,729 +754	+8%	+$117K	0.2%	114
2025 Q4	$1.29M	Buy	8,975 +1,031	+13%	+$151K	0.17%	123
2025 Q3	$1.12M	Buy	7,944 +634	+9%	+$90.5K	0.14%	166
2025 Q2	$965K	Sell	7,310 -1,382	-16%	-$186K	0.13%	174
2025 Q1	$1.3M	Buy	8,692 +79	+0.9%	+$11.8K	0.2%	125
2024 Q4	$1.31M	Sell	8,613 -429	-5%	-$70.3K	0.2%	117
2024 Q3	$1.54M	Sell	9,042 -952	-10%	-$164K	0.24%	99
2024 Q2	$1.65M	Buy	9,994 +506	+5%	+$87.3K	0.28%	90
2024 Q1	$1.65M	Sell	9,488 -391	-4%	-$65.8K	0.31%	83
2023 Q4	$1.68M	Buy	+9,879	New	+$1.64M	0.37%	60

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Premier Path Wealth Partners's PEP Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its PepsiCo (PEP) stake by 20% in Q2 2026, selling an estimated $296K and leaving 7,748 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #161.

Premier Path Wealth Partners first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.68M in Q4 2023. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Premier Path Wealth Partners held 7,748 shares of PepsiCo worth $1.05M as of Q2 2026.
Premier Path Wealth Partners sold 1,981 PepsiCo shares in Q2 2026, an estimated $296K.
PepsiCo made up 0.12% of Premier Path Wealth Partners's portfolio in Q2 2026, its #161 holding.
Premier Path Wealth Partners first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's PepsiCo position peaked at $1.68M in Q4 2023.
1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.