PWM
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Proathlete Wealth Management’s PepsiCo PEP Stock Holding History

Proathlete 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
Q2 		$86K Hold
634
– – 0.02% 102
2026
Q1 		$98.6K Hold
634
– – 0.03% 95
2025
Q4 		$91.1K Buy
634
+27
+4% +$3.97K 0.02% 102
2025
Q3 		$85.3K Sell
607
-9
-1% -$1.28K 0.02% 102
2025
Q2 		$81.4K Buy
616
+9
+1% +$1.21K 0.03% 100
2025
Q1 		$91.1K Buy
+607
New +$90.3K 0.03% 93

Other funds holding PEP

Assenagon Asset Management
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
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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Proathlete Wealth Management's PEP Position: Q2 2026 in Review

Proathlete Wealth Management held its PepsiCo (PEP) position steady in Q2 2026 at 634 shares worth $86K. The position accounts for 0.02% of the portfolio, ranked #102.

Proathlete Wealth Management first reported a position in PEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $98.6K in Q1 2026. 1,019 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Proathlete Wealth Management held 634 shares of PepsiCo worth $86K as of Q2 2026.
  • Proathlete Wealth Management left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.02% of Proathlete Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Proathlete Wealth Management first reported a position in PepsiCo in Q1 2025 and has held it in 6 quarters since.
  • Proathlete Wealth Management's PepsiCo position peaked at $98.6K in Q1 2026.
  • 1,019 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.