Riverbend Wealth Management’s PepsiCo PEP Stock Holding History

Riverbend Wealth Management’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	$739K	Buy	5,831 +624	+12%	+$86K	0.34%	81
2026 Q2	$705K	Sell	5,207 -380	-7%	-$56.8K	0.35%	80
2026 Q1	$868K	Buy	5,587 +329	+6%	+$51.3K	0.5%	52
2025 Q4	$755K	Buy	5,258 +457	+10%	+$67.1K	0.47%	64
2025 Q3	$674K	Buy	4,801 +172	+4%	+$24.6K	0.47%	59
2025 Q2	$611K	Buy	4,629 +555	+14%	+$74.8K	0.46%	61
2025 Q1	$611K	Buy	4,074 +508	+14%	+$75.6K	0.55%	53
2024 Q4	$544K	Buy	+3,566	New	+$584K	0.48%	55

Other funds holding PEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Riverbend Wealth Management's PEP Position: Q3 2026 in Review

Riverbend Wealth Management increased its PepsiCo (PEP) stake by 12% in Q3 2026, buying an estimated $86K and bringing the position to 5,831 shares worth $739K. The position accounts for 0.34% of the portfolio, ranked #81.

Riverbend Wealth Management first reported a position in PEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $868K in Q1 2026. 2,189 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Riverbend Wealth Management held 5,831 shares of PepsiCo worth $739K as of Q3 2026.
Riverbend Wealth Management bought 624 PepsiCo shares in Q3 2026, an estimated $86K.
PepsiCo made up 0.34% of Riverbend Wealth Management's portfolio in Q3 2026, its #81 holding.
Riverbend Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 8 quarters since.
Riverbend Wealth Management's PepsiCo position peaked at $868K in Q1 2026.
2,189 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.