SWP
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Semus Wealth Partners’s PepsiCo PEP Stock Holding History

Semus Wealth Partners’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 		– Sell
-1,565
Closed -$212K – 117
2026
Q2 		$212K Sell
1,565
-216
-12% -$32.3K 0.1% 105
2026
Q1 		$277K Buy
1,781
+3
+0.2% +$467 0.15% 89
2025
Q4 		$255K Sell
1,778
-57
-3% -$8.38K 0.14% 90
2025
Q3 		$258K Sell
1,835
-117
-6% -$16.7K 0.15% 90
2025
Q2 		$258K Buy
1,952
+34
+2% +$4.58K 0.17% 95
2025
Q1 		$288K Buy
1,918
+61
+3% +$9.08K 0.2% 80
2024
Q4 		$282K Buy
1,857
+8
+0.4% +$1.31K 0.19% 84
2024
Q3 		$314K Buy
1,849
+90
+5% +$15.5K 0.22% 87
2024
Q2 		$290K Buy
1,759
+120
+7% +$20.7K 0.22% 83
2024
Q1 		$287K Sell
1,639
-12
-0.7% -$2.02K 0.24% 90
2023
Q4 		$280K Hold
1,651
– – 0.23% 91
2023
Q3 		$280K Buy
1,651
+240
+17% +$43.6K 0.26% 86
2023
Q2 		$261K Buy
1,411
+137
+11% +$25.6K 0.24% 92
2023
Q1 		$232K Buy
1,274
+99
+8% +$17.3K 0.25% 97
2022
Q4 		$212K Buy
+1,175
New +$210K 0.26% 101

Other funds holding PEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Semus Wealth Partners's PEP Position: Q3 2026 in Review

Semus Wealth Partners sold out of PepsiCo (PEP) in Q3 2026, closing a stake of 1,565 shares — an estimated $212K sold.

Semus Wealth Partners first reported a position in PEP in Q4 2022 and held it in 15 quarters. The position peaked at $314K in Q3 2024. 2,951 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Semus Wealth Partners reported no remaining PepsiCo position as of Q3 2026 after selling out during the quarter.
  • Semus Wealth Partners sold 1,565 PepsiCo shares in Q3 2026, an estimated $212K.
  • Semus Wealth Partners first reported a position in PepsiCo in Q4 2022 and held it in 15 quarters.
  • Semus Wealth Partners's PepsiCo position peaked at $314K in Q3 2024.
  • 2,951 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Semus Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.