Retirement Guys Formula
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Retirement Guys Formula’s PepsiCo PEP Stock Holding History

Retirement Guys Formula’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 		$3.31M Buy
26,143
+4,461
+21% +$615K 1.23% 20
2026
Q2 		$2.94M Buy
21,682
+2,139
+11% +$320K 1.11% 27
2026
Q1 		$3.03M Buy
19,543
+11,769
+151% +$1.83M 1.4% 15
2025
Q4 		$1.12M Sell
7,774
-363
-4% -$53.3K 0.51% 79
2025
Q3 		$1.14M Buy
8,137
+486
+6% +$69.4K 0.4% 80
2025
Q2 		$1.01M Buy
7,651
+761
+11% +$103K 0.38% 94
2025
Q1 		$1.03M Sell
6,890
-5,578
-45% -$830K 0.51% 80
2024
Q4 		$1.9M Sell
12,468
-15
-0.1% -$2.46K 0.96% 27
2024
Q3 		$2.12M Buy
12,483
+733
+6% +$126K 0.99% 24
2024
Q2 		$1.94M Buy
11,750
+623
+6% +$108K 0.93% 29
2024
Q1 		$1.95M Buy
11,127
+8,173
+277% +$1.38M 0.95% 29
2023
Q4 		$502K Sell
2,954
-53
-2% -$8.79K 0.27% 85
2023
Q3 		$510K Sell
3,007
-3,216
-52% -$584K 0.35% 74
2023
Q2 		$1.15M Buy
6,223
+115
+2% +$21.5K 0.67% 38
2023
Q1 		$1.11M Buy
6,108
+398
+7% +$69.6K 0.8% 35
2022
Q4 		$1.03M Buy
5,710
+873
+18% +$156K 0.85% 29
2022
Q3 		$790K Buy
4,837
+2,879
+147% +$496K 0.83% 24
2022
Q2 		$326K Buy
1,958
+342
+21% +$57.6K 0.33% 88
2022
Q1 		$270K Buy
1,616
+149
+10% +$25K 0.18% 97
2021
Q4 		$255K Buy
+1,467
New +$240K 0.2% 95

Other funds holding PEP

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Retirement Guys Formula's PEP Position: Q3 2026 in Review

Retirement Guys Formula increased its PepsiCo (PEP) stake by 21% in Q3 2026, buying an estimated $615K and bringing the position to 26,143 shares worth $3.31M. The position accounts for 1.23% of the portfolio, ranked #20.

Retirement Guys Formula first reported a position in PEP in Q4 2021 and has held it in 20 quarters since. 1,224 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Retirement Guys Formula held 26,143 shares of PepsiCo worth $3.31M as of Q3 2026.
  • Retirement Guys Formula bought 4,461 PepsiCo shares in Q3 2026, an estimated $615K.
  • PepsiCo made up 1.23% of Retirement Guys Formula's portfolio in Q3 2026, its #20 holding.
  • Retirement Guys Formula first reported a position in PepsiCo in Q4 2021 and has held it in 20 quarters since.
  • 1,224 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.