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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
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

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

Rise Advisors's PEP Position: Q2 2026 in Review

Rise Advisors reduced its PepsiCo (PEP) stake by 0.38% in Q2 2026, selling an estimated $897 and leaving 1,581 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #102.

Rise Advisors first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $259K in Q2 2024. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Rise Advisors held 1,581 shares of PepsiCo worth $214K as of Q2 2026.
  • Rise Advisors sold 6 PepsiCo shares in Q2 2026, an estimated $897.
  • PepsiCo made up 0.06% of Rise Advisors's portfolio in Q2 2026, its #102 holding.
  • Rise Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's PepsiCo position peaked at $259K in Q2 2024.
  • 639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.