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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Riverbend Wealth Management's PEP Position: Q2 2026 in Review

Riverbend Wealth Management reduced its PepsiCo (PEP) stake by 6.8% in Q2 2026, selling an estimated $56.8K and leaving 5,207 shares worth $705K. The position accounts for 0.35% of the portfolio, ranked #80.

Riverbend Wealth Management first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $868K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Riverbend Wealth Management held 5,207 shares of PepsiCo worth $705K as of Q2 2026.
Riverbend Wealth Management sold 380 PepsiCo shares in Q2 2026, an estimated $56.8K.
PepsiCo made up 0.35% of Riverbend Wealth Management's portfolio in Q2 2026, its #80 holding.
Riverbend Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Riverbend Wealth Management's PepsiCo position peaked at $868K in Q1 2026.
1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.