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 Q3	$34.7K	Buy	274 +26	+10%	+$3.58K	0.02%	133
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

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Retirement Wealth Solutions's PEP Position: Q3 2026 in Review

Retirement Wealth Solutions increased its PepsiCo (PEP) stake by 10% in Q3 2026, buying an estimated $3.58K and bringing the position to 274 shares worth $34.7K. The position accounts for 0.02% of the portfolio, ranked #133.

Retirement Wealth Solutions first reported a position in PEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $76.1K in Q1 2025. 1,045 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Retirement Wealth Solutions held 274 shares of PepsiCo worth $34.7K as of Q3 2026.
Retirement Wealth Solutions bought 26 PepsiCo shares in Q3 2026, an estimated $3.58K.
PepsiCo made up 0.02% of Retirement Wealth Solutions's portfolio in Q3 2026, its #133 holding.
Retirement Wealth Solutions first reported a position in PepsiCo in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's PepsiCo position peaked at $76.1K in Q1 2025.
1,045 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.