Sarver Vrooman Wealth Advisors’s PepsiCo PEP Stock Holding History

Sarver Vrooman 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	$47.9K	Sell	336 -25	-7%	-$3.74K	0.03%	68
2026 Q1	$56.1K	Buy	361 +16	+5%	+$2.49K	0.03%	54
2025 Q4	$49.5K	Sell	345 -128	-27%	-$18.8K	0.03%	63
2025 Q3	$66.4K	Hold	473	–	–	0.04%	57
2025 Q2	$62.5K	Sell	473 -93	-16%	-$12.5K	0.04%	62
2025 Q1	$84.9K	Buy	+566	New	+$84.2K	0.06%	25

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

Sarver Vrooman Wealth Advisors's PEP Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its PepsiCo (PEP) stake by 6.9% in Q2 2026, selling an estimated $3.74K and leaving 336 shares worth $47.9K. The position accounts for 0.03% of the portfolio, ranked #68.

Sarver Vrooman Wealth Advisors first reported a position in PEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $84.9K in Q1 2025. 672 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Sarver Vrooman Wealth Advisors held 336 shares of PepsiCo worth $47.9K as of Q2 2026.
Sarver Vrooman Wealth Advisors sold 25 PepsiCo shares in Q2 2026, an estimated $3.74K.
PepsiCo made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Sarver Vrooman Wealth Advisors first reported a position in PepsiCo in Q1 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's PepsiCo position peaked at $84.9K in Q1 2025.
672 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.