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Regent Peak Wealth Advisors’s PepsiCo PEP Stock Holding History

Regent Peak 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 		$291K Buy
2,151
+456
+27% +$68.2K 0.05% 160
2026
Q1 		$263K Sell
1,695
-1,487
-47% -$232K 0.05% 154
2025
Q4 		$457K Sell
3,182
-25
-0.8% -$3.67K 0.09% 100
2025
Q3 		$450K Buy
+3,207
New +$458K 0.09% 97
2025
Q1 		$572K Sell
3,817
-867
-19% -$129K 0.14% 74
2024
Q4 		$712K Sell
4,684
-9,388
-67% -$1.54M 0.16% 67
2024
Q3 		$2.39M Sell
14,072
-1,879
-12% -$323K 0.55% 41
2024
Q2 		$2.63M Buy
15,951
+525
+3% +$90.6K 0.6% 38
2024
Q1 		$2.7M Buy
15,426
+11,267
+271% +$1.9M 0.69% 33
2023
Q4 		$706K Sell
4,159
-70
-2% -$11.6K 0.19% 68
2023
Q3 		$717K Sell
4,229
-18
-0.4% -$3.27K 0.22% 68
2023
Q2 		$787K Sell
4,247
-36
-0.8% -$6.72K 0.23% 63
2023
Q1 		$781K Sell
4,283
-174
-4% -$30.4K 0.24% 60
2022
Q4 		$810K Buy
4,457
+179
+4% +$31.9K 0.27% 63
2022
Q3 		$698K Buy
4,278
+40
+0.9% +$6.89K 0.25% 69
2022
Q2 		$706K Buy
4,238
+154
+4% +$25.9K 0.23% 64
2022
Q1 		$684K Buy
4,084
+36
+0.9% +$6.04K 0.2% 68
2021
Q4 		$703K Buy
4,048
+94
+2% +$15.4K 0.19% 73
2021
Q3 		$595K Buy
3,954
+52
+1% +$8.05K 0.17% 84
2021
Q2 		$612K Buy
3,902
+209
+6% +$30.5K 0.17% 80
2021
Q1 		$522K Sell
3,693
-140
-4% -$19.2K 0.17% 84
2020
Q4 		$568K Buy
3,833
+435
+13% +$61.8K 0.19% 76
2020
Q3 		$471K Buy
3,398
+213
+7% +$29K 0.2% 74
2020
Q2 		$421K Sell
3,185
-517
-14% -$68.2K 0.19% 76
2020
Q1 		$444K Sell
3,702
-34
-0.9% -$4.59K 0.25% 66
2019
Q4 		$510K Buy
+3,736
New +$508K 0.23% 71

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

Regent Peak Wealth Advisors's PEP Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its PepsiCo (PEP) stake by 27% in Q2 2026, buying an estimated $68.2K and bringing the position to 2,151 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #160.

Regent Peak Wealth Advisors first reported a position in PEP in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.7M in Q1 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,151 shares of PepsiCo worth $291K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 456 PepsiCo shares in Q2 2026, an estimated $68.2K.
  • PepsiCo made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • Regent Peak Wealth Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's PepsiCo position peaked at $2.7M in Q1 2024.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.