Robinson Smith Wealth Advisors’s PepsiCo PEP Stock Holding History

Robinson Smith Wealth 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	$331K	Hold	2,611	–	–	0.2%	71
2026 Q2	$353K	Sell	2,611 -957	-27%	-$143K	0.21%	70
2026 Q1	$554K	Buy	3,568 +1	+0%	+$156	0.37%	45
2025 Q4	$512K	Hold	3,567	–	–	0.35%	46
2025 Q3	$501K	Sell	3,567 -174	-5%	-$24.8K	0.36%	48
2025 Q2	$494K	Sell	3,741 -18	-0.5%	-$2.42K	0.39%	46
2025 Q1	$564K	Buy	3,759 +19	+0.5%	+$2.83K	0.47%	42
2024 Q4	$569K	Sell	3,740 -79	-2%	-$12.9K	0.48%	41
2024 Q3	$649K	Sell	3,819 -76	-2%	-$13.1K	0.55%	40
2024 Q2	$642K	Sell	3,895 -87	-2%	-$15K	0.57%	43
2024 Q1	$697K	Sell	3,982 -702	-15%	-$118K	0.67%	39
2023 Q4	$795K	Buy	+4,684	New	+$777K	0.78%	31

Other funds holding PEP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 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

Robinson Smith Wealth Advisors's PEP Position: Q3 2026 in Review

Robinson Smith Wealth Advisors held its PepsiCo (PEP) position steady in Q3 2026 at 2,611 shares worth $331K. The position accounts for 0.2% of the portfolio, ranked #71.

Robinson Smith Wealth Advisors first reported a position in PEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $795K in Q4 2023. 2,691 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Robinson Smith Wealth Advisors held 2,611 shares of PepsiCo worth $331K as of Q3 2026.
Robinson Smith Wealth Advisors left its PepsiCo share count unchanged in Q3 2026.
PepsiCo made up 0.2% of Robinson Smith Wealth Advisors's portfolio in Q3 2026, its #71 holding.
Robinson Smith Wealth Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 12 quarters since.
Robinson Smith Wealth Advisors's PepsiCo position peaked at $795K in Q4 2023.
2,691 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.