Silvia McColl Wealth Management’s PepsiCo PEP Stock Holding History

Silvia McColl 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 Q2	$606K	Hold	4,477	–	–	0.36%	61
2026 Q1	$695K	Hold	4,477	–	–	0.46%	52
2025 Q4	$643K	Sell	4,477 -33	-0.7%	-$4.85K	0.43%	53
2025 Q3	$633K	Sell	4,510 -700	-13%	-$100K	0.43%	54
2025 Q2	$688K	Hold	5,210	–	–	0.5%	45
2025 Q1	$781K	Buy	5,210 +34	+0.7%	+$5.06K	0.59%	43
2024 Q4	$787K	Hold	5,176	–	–	0.59%	42
2024 Q3	$880K	Sell	5,176 -636	-11%	-$109K	0.66%	41
2024 Q2	$959K	Sell	5,812 -66	-1%	-$11.4K	0.79%	32
2024 Q1	$993K	Buy	5,878 +685	+13%	+$115K	0.85%	28
2023 Q4	$882K	Sell	5,193 -636	-11%	-$105K	0.79%	33
2023 Q3	$988K	Hold	5,829	–	–	0.99%	24
2023 Q2	$1.08M	Sell	5,829 -54	-0.9%	-$10.1K	1%	26
2023 Q1	$1.07M	Buy	5,883 +50	+0.9%	+$8.74K	1.06%	23
2022 Q4	$1.05M	Buy	+5,833	New	+$1.04M	1.04%	24

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Silvia McColl Wealth Management's PEP Position: Q2 2026 in Review

Silvia McColl Wealth Management held its PepsiCo (PEP) position steady in Q2 2026 at 4,477 shares worth $606K. The position accounts for 0.36% of the portfolio, ranked #61.

Silvia McColl Wealth Management first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q2 2023. 753 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Silvia McColl Wealth Management held 4,477 shares of PepsiCo worth $606K as of Q2 2026.
Silvia McColl Wealth Management left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.36% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #61 holding.
Silvia McColl Wealth Management first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
Silvia McColl Wealth Management's PepsiCo position peaked at $1.08M in Q2 2023.
753 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.