Silverlake Wealth Management
PEP icon

Silverlake Wealth Management’s PepsiCo PEP Stock Holding History

Silverlake Wealth Management’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 		$625K Buy
4,933
+1,195
+32% +$165K 0.12% 204
2026
Q2 		$506K Buy
3,738
+437
+13% +$65.3K 0.1% 224
2026
Q1 		$513K Sell
3,301
-195
-6% -$30.4K 0.11% 209
2025
Q4 		$502K Buy
3,496
+49
+1% +$7.2K 0.11% 199
2025
Q3 		$484K Sell
3,447
-122
-3% -$17.4K 0.12% 192
2025
Q2 		$471K Buy
3,569
+777
+28% +$105K 0.14% 178
2025
Q1 		$419K Buy
2,792
+223
+9% +$33.2K 0.16% 153
2024
Q4 		$391K Buy
2,569
+22
+0.9% +$3.6K 0.15% 162
2024
Q3 		$433K Buy
2,547
+196
+8% +$33.7K 0.16% 152
2024
Q2 		$388K Buy
2,351
+89
+4% +$15.4K 0.16% 160
2024
Q1 		$396K Sell
2,262
-1,603
-41% -$270K 0.2% 136
2023
Q4 		$656K Sell
3,865
-86
-2% -$14.3K 0.36% 69
2023
Q3 		$669K Buy
3,951
+376
+11% +$68.3K 0.38% 71
2023
Q2 		$662K Buy
3,575
+15
+0.4% +$2.8K 0.37% 68
2023
Q1 		$649K Sell
3,560
-24
-0.7% -$4.2K 0.39% 65
2022
Q4 		$648K Buy
3,584
+42
+1% +$7.49K 0.4% 65
2022
Q3 		$578K Buy
3,542
+8
+0.2% +$1.38K 0.39% 67
2022
Q2 		$589K Hold
3,534
– – 0.38% 69
2022
Q1 		$592K Buy
3,534
+60
+2% +$10.1K 0.34% 75
2021
Q4 		$604K Buy
+3,474
New +$567K 0.32% 79

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

Silverlake Wealth Management's PEP Position: Q3 2026 in Review

Silverlake Wealth Management increased its PepsiCo (PEP) stake by 32% in Q3 2026, buying an estimated $165K and bringing the position to 4,933 shares worth $625K. The position accounts for 0.12% of the portfolio, ranked #204.

Silverlake Wealth Management first reported a position in PEP in Q4 2021 and has held it in 20 quarters since. The position peaked at $669K in Q3 2023. 2,331 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Silverlake Wealth Management held 4,933 shares of PepsiCo worth $625K as of Q3 2026.
  • Silverlake Wealth Management bought 1,195 PepsiCo shares in Q3 2026, an estimated $165K.
  • PepsiCo made up 0.12% of Silverlake Wealth Management's portfolio in Q3 2026, its #204 holding.
  • Silverlake Wealth Management first reported a position in PepsiCo in Q4 2021 and has held it in 20 quarters since.
  • Silverlake Wealth Management's PepsiCo position peaked at $669K in Q3 2023.
  • 2,331 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.