Rise Advisors
PEP icon

Rise Advisors’s PepsiCo PEP Stock Holding History

Rise 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
Q3 		$235K Buy
1,852
+271
+17% +$37.3K 0.07% 88
2026
Q2 		$214K Sell
1,581
-6
-0.4% -$897 0.06% 102
2026
Q1 		$245K Sell
1,587
-48
-3% -$7.48K 0.09% 84
2025
Q4 		$235K Sell
1,635
-197
-11% -$28.9K 0.08% 86
2025
Q3 		$257K Buy
1,832
+170
+10% +$24.3K 0.09% 85
2025
Q2 		$219K Buy
1,662
+104
+7% +$14K 0.09% 91
2025
Q1 		$234K Buy
1,558
+333
+27% +$49.6K 0.1% 80
2024
Q4 		$186K Buy
1,225
+113
+10% +$18.5K 0.09% 93
2024
Q3 		$189K Sell
1,112
-458
-29% -$78.7K 0.09% 96
2024
Q2 		$259K Buy
1,570
+123
+9% +$21.2K 0.14% 76
2024
Q1 		$253K Buy
1,447
+750
+108% +$126K 0.13% 77
2023
Q4 		$118K Buy
697
+106
+18% +$17.6K 0.08% 94
2023
Q3 		$100K Sell
591
-5
-0.8% -$908 0.08% 91
2023
Q2 		$110K Sell
596
-241
-29% -$45K 0.09% 98
2023
Q1 		$153K Buy
837
+20
+2% +$3.5K 0.12% 79
2022
Q4 		$148K Hold
817
– – 0.12% 76
2022
Q3 		$133K Buy
817
+431
+112% +$74.3K 0.11% 77
2022
Q2 		$64K Buy
386
+11
+3% +$1.85K 0.06% 123
2022
Q1 		$63K Buy
375
+2
+0.5% +$336 0.06% 127
2021
Q4 		$64.8K Buy
+373
New +$60.9K 0.06% 125

Other funds holding PEP

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
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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Rise Advisors's PEP Position: Q3 2026 in Review

Rise Advisors increased its PepsiCo (PEP) stake by 17% in Q3 2026, buying an estimated $37.3K and bringing the position to 1,852 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #88.

Rise Advisors first reported a position in PEP in Q4 2021 and has held it in 20 quarters since. The position peaked at $259K in Q2 2024. 1,045 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Rise Advisors held 1,852 shares of PepsiCo worth $235K as of Q3 2026.
  • Rise Advisors bought 271 PepsiCo shares in Q3 2026, an estimated $37.3K.
  • PepsiCo made up 0.07% of Rise Advisors's portfolio in Q3 2026, its #88 holding.
  • Rise Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 20 quarters since.
  • Rise Advisors's PepsiCo position peaked at $259K in Q2 2024.
  • 1,045 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.