RWS
PEP icon

Retirement Wealth Solutions’s PepsiCo PEP Stock Holding History

Retirement Wealth Solutions’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 		$33.5K Buy
248
+1
+0.4% +$150 0.02% 116
2026
Q1 		$38.4K Sell
247
-240
-49% -$37.4K 0.02% 101
2025
Q4 		$69.9K Hold
487
– – 0.04% 81
2025
Q3 		$68.4K Sell
487
-23
-5% -$3.28K 0.04% 79
2025
Q2 		$67.4K Buy
510
+3
+0.6% +$404 0.05% 72
2025
Q1 		$76.1K Buy
507
+2
+0.4% +$298 0.06% 62
2024
Q4 		$72.1K Buy
+505
New +$82.7K 0.06% 67

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Retirement Wealth Solutions's PEP Position: Q2 2026 in Review

Retirement Wealth Solutions increased its PepsiCo (PEP) stake by 0.4% in Q2 2026, buying an estimated $150 and bringing the position to 248 shares worth $33.5K. The position accounts for 0.02% of the portfolio, ranked #116.

Retirement Wealth Solutions first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $76.1K in Q1 2025. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Retirement Wealth Solutions held 248 shares of PepsiCo worth $33.5K as of Q2 2026.
  • Retirement Wealth Solutions bought 1 PepsiCo share in Q2 2026, an estimated $150.
  • PepsiCo made up 0.02% of Retirement Wealth Solutions's portfolio in Q2 2026, its #116 holding.
  • Retirement Wealth Solutions first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's PepsiCo position peaked at $76.1K in Q1 2025.
  • 639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.