Sax Wealth Advisors
PEP icon

Sax Wealth Advisors’s PepsiCo PEP Stock Holding History

Sax 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 		$1.55M Buy
12,222
+652
+6% +$89.8K 0.04% 233
2026
Q2 		$1.8M Sell
11,570
-331
-3% -$49.5K 0.07% 160
2026
Q1 		$1.71M Sell
11,901
-225
-2% -$35.1K 0.08% 132
2025
Q4 		$1.74M Buy
12,126
+771
+7% +$113K 0.08% 135
2025
Q3 		$1.59M Sell
11,355
-40
-0.4% -$5.71K 0.09% 125
2025
Q2 		$1.5M Buy
11,395
+602
+6% +$81.1K 0.09% 123
2025
Q1 		$1.62M Buy
10,793
+6,183
+134% +$920K 0.12% 100
2024
Q4 		$701K Sell
4,610
-744
-14% -$122K 0.05% 161
2024
Q3 		$910K Buy
5,354
+659
+14% +$113K 0.08% 100
2024
Q2 		$774K Buy
4,695
+843
+22% +$145K 0.07% 108
2024
Q1 		$674K Buy
3,852
+198
+5% +$33.3K 0.08% 99
2023
Q4 		$621K Buy
3,654
+308
+9% +$51.1K 0.1% 105
2023
Q3 		$567K Hold
3,346
– – 0.11% 103
2023
Q2 		$620K Hold
3,346
– – 0.12% 93
2023
Q1 		$610K Hold
3,346
– – 0.13% 92
2022
Q4 		$604K Sell
3,346
-336
-9% -$59.9K 0.14% 87
2022
Q3 		$601K Buy
3,682
+14
+0.4% +$2.41K 0.15% 84
2022
Q2 		$611K Hold
3,668
– – 0.16% 86
2022
Q1 		$614K Hold
3,668
– – 0.15% 91
2021
Q4 		$637K Buy
3,668
+1,859
+103% +$304K 0.13% 102
2021
Q3 		$272K Hold
1,809
– – 0.06% 139
2021
Q2 		$268K Buy
+1,809
New +$264K 0.09% 127
2021
Q1 		– Sell
-2,261
Closed -$335K – 152
2020
Q4 		$335K Buy
+2,261
New +$321K 0.15% 93

Other funds holding PEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sax Wealth Advisors's PEP Position: Q3 2026 in Review

Sax Wealth Advisors increased its PepsiCo (PEP) stake by 5.6% in Q3 2026, buying an estimated $89.8K and bringing the position to 12,222 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #233.

Sax Wealth Advisors first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.8M in Q2 2026. 2,351 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Sax Wealth Advisors held 12,222 shares of PepsiCo worth $1.55M as of Q3 2026.
  • Sax Wealth Advisors bought 652 PepsiCo shares in Q3 2026, an estimated $89.8K.
  • PepsiCo made up 0.04% of Sax Wealth Advisors's portfolio in Q3 2026, its #233 holding.
  • Sax Wealth Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's PepsiCo position peaked at $1.8M in Q2 2026.
  • 2,351 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

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