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Riversedge Advisors’s PepsiCo PEP Stock Holding History

Riversedge 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 		$258K Buy
1,905
+178
+10% +$26.6K 0.03% 244
2026
Q1 		$268K Sell
1,727
-2,069
-55% -$322K 0.04% 159
2025
Q4 		$545K Buy
3,796
+1,299
+52% +$191K 0.09% 73
2025
Q3 		$351K Buy
+2,497
New +$357K 0.06% 104

Other funds holding PEP

Assenagon Asset Management
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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Riversedge Advisors's PEP Position: Q2 2026 in Review

Riversedge Advisors increased its PepsiCo (PEP) stake by 10% in Q2 2026, buying an estimated $26.6K and bringing the position to 1,905 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #244.

Riversedge Advisors first reported a position in PEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $545K in Q4 2025. 1,295 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Riversedge Advisors held 1,905 shares of PepsiCo worth $258K as of Q2 2026.
  • Riversedge Advisors bought 178 PepsiCo shares in Q2 2026, an estimated $26.6K.
  • PepsiCo made up 0.03% of Riversedge Advisors's portfolio in Q2 2026, its #244 holding.
  • Riversedge Advisors first reported a position in PepsiCo in Q3 2025 and has held it in 4 quarters since.
  • Riversedge Advisors's PepsiCo position peaked at $545K in Q4 2025.
  • 1,295 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.