Safir Wealth Advisors’s PepsiCo PEP Stock Holding History

Safir 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 Q2	–	Sell	-1,410	Closed	-$219K	–	20
2026 Q1	$219K	Hold	1,410	–	–	0.16%	19
2025 Q4	$202K	Buy	+1,410	New	+$207K	0.14%	17
2025 Q2	–	Sell	-1,410	Closed	-$211K	–	14
2025 Q1	$211K	Hold	1,410	–	–	0.17%	16
2024 Q4	$214K	Hold	1,410	–	–	0.17%	15
2024 Q3	$240K	Hold	1,410	–	–	0.18%	14
2024 Q2	$233K	Hold	1,410	–	–	0.19%	14
2024 Q1	$247K	Buy	+1,410	New	+$237K	0.2%	13
2023 Q3	–	Sell	-1,161	Closed	-$215K	–	17
2023 Q2	$215K	Hold	1,161	–	–	0.2%	15
2023 Q1	$212K	Sell	1,161 -80	-6%	-$14K	0.21%	12
2022 Q4	$224K	Hold	1,241	–	–	0.23%	13
2022 Q3	$203K	Sell	1,241 -100	-7%	-$17.2K	0.21%	13
2022 Q2	$223K	Hold	1,341	–	–	0.22%	13
2022 Q1	$224K	Buy	+1,341	New	+$225K	0.19%	14
2021 Q4	–	Sell	-1,410	Closed	-$212K	–	14
2021 Q3	$212K	Hold	1,410	–	–	0.18%	13
2021 Q2	$209K	Buy	+1,410	New	+$205K	0.18%	13
2021 Q1	–	Sell	-1,410	Closed	-$209K	–	34
2020 Q4	$209K	Buy	+1,410	New	+$200K	0.19%	13

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Safir Wealth Advisors's PEP Position: Q2 2026 in Review

Safir Wealth Advisors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,410 shares — an estimated $219K sold.

Safir Wealth Advisors first reported a position in PEP in Q4 2020 and held it in 16 quarters. The position peaked at $247K in Q1 2024. 738 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Safir Wealth Advisors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
Safir Wealth Advisors sold 1,410 PepsiCo shares in Q2 2026, an estimated $219K.
Safir Wealth Advisors first reported a position in PepsiCo in Q4 2020 and held it in 16 quarters.
Safir Wealth Advisors's PepsiCo position peaked at $247K in Q1 2024.
738 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.