ShankerValleau Wealth Advisors’s PepsiCo PEP Stock Holding History

ShankerValleau 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	$1.13M	Hold	8,329	–	–	0.3%	18
2026 Q1	$1.29M	Hold	8,329	–	–	0.36%	18
2025 Q4	$1.2M	Hold	8,329	–	–	0.32%	18
2025 Q3	$1.17M	Hold	8,329	–	–	0.3%	18
2025 Q2	$1.1M	Sell	8,329 -200	-2%	-$26.9K	0.31%	18
2025 Q1	$1.28M	Hold	8,529	–	–	0.42%	18
2024 Q4	$1.3M	Buy	8,529 +200	+2%	+$32.8K	0.42%	18
2024 Q3	$1.42M	Hold	8,329	–	–	0.48%	14
2024 Q2	$1.37M	Hold	8,329	–	–	0.59%	14
2024 Q1	$1.46M	Hold	8,329	–	–	0.67%	14
2023 Q4	$1.41M	Hold	8,329	–	–	0.72%	14
2023 Q3	$1.41M	Hold	8,329	–	–	0.79%	13
2023 Q2	$1.54M	Sell	8,329 -690	-8%	-$129K	0.85%	12
2023 Q1	$1.64M	Hold	9,019	–	–	0.96%	11
2022 Q4	$1.63M	Hold	9,019	–	–	1.01%	11
2022 Q3	$1.47M	Hold	9,019	–	–	1%	11
2022 Q2	$1.5M	Hold	9,019	–	–	0.98%	10
2022 Q1	$1.51M	Hold	9,019	–	–	0.91%	9
2021 Q4	$1.57M	Buy	+9,019	New	+$1.47M	0.9%	9

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

ShankerValleau Wealth Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 8,329 shares worth $1.13M. The position accounts for 0.3% of the portfolio, ranked #18.

ShankerValleau Wealth Advisors first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q1 2023. 909 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

ShankerValleau Wealth Advisors held 8,329 shares of PepsiCo worth $1.13M as of Q2 2026.
ShankerValleau Wealth Advisors left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.3% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #18 holding.
ShankerValleau Wealth Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
ShankerValleau Wealth Advisors's PepsiCo position peaked at $1.64M in Q1 2023.
909 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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