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TrueNorth Wealth & Impact, LLC’s PepsiCo PEP Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$725K Buy
+5,728
New +$789K 0.28% 64

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's PEP Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in PepsiCo (PEP) in Q3 2026: 5,728 shares worth $725K. The stake represents 0.28% of the portfolio and ranks #64 among its holdings.

2,951 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 5,728 shares of PepsiCo worth $725K as of Q3 2026.
  • PepsiCo was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • PepsiCo made up 0.28% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #64 holding.
  • 2,951 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.