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SOA Wealth Advisors’s PepsiCo PEP Stock Holding History

SOA 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 		$347K Sell
2,562
-155
-6% -$23.2K 0.06% 160
2026
Q1 		$422K Sell
2,717
-69
-2% -$10.8K 0.08% 133
2025
Q4 		$400K Hold
2,786
– – 0.07% 142
2025
Q3 		$391K Sell
2,786
-1,118
-29% -$160K 0.07% 143
2025
Q2 		$515K Sell
3,904
-711
-15% -$95.8K 0.1% 117
2025
Q1 		$692K Sell
4,615
-1
-0% -$149 0.14% 87
2024
Q4 		$702K Sell
4,616
-286
-6% -$46.9K 0.13% 94
2024
Q3 		$834K Buy
4,902
+32
+0.7% +$5.5K 0.16% 81
2024
Q2 		$803K Buy
4,870
+234
+5% +$40.4K 0.16% 80
2024
Q1 		$811K Buy
4,636
+100
+2% +$16.8K 0.17% 78
2023
Q4 		$770K Sell
4,536
-205
-4% -$34K 0.17% 74
2023
Q3 		$803K Sell
4,741
-13
-0.3% -$2.36K 0.2% 66
2023
Q2 		$880K Sell
4,754
-22
-0.5% -$4.11K 0.21% 65
2023
Q1 		$871K Buy
4,776
+141
+3% +$24.6K 0.21% 65
2022
Q4 		$837K Buy
4,635
+137
+3% +$24.4K 0.23% 64
2022
Q3 		$734K Buy
4,498
+174
+4% +$30K 0.22% 65
2022
Q2 		$720K Buy
4,324
+32
+0.7% +$5.39K 0.21% 70
2022
Q1 		$718K Sell
4,292
-45
-1% -$7.55K 0.18% 83
2021
Q4 		$749K Buy
4,337
+1
+0% +$163 0.18% 78
2021
Q3 		$652K Buy
4,336
+47
+1% +$7.28K 0.17% 83
2021
Q2 		$635K Sell
4,289
-5
-0.1% -$728 0.16% 85
2021
Q1 		$607K Buy
4,294
+1
+0% +$137 0.17% 84
2020
Q4 		$591K Buy
+4,293
New +$610K 0.16% 82

Other funds holding PEP

Assenagon Asset Management
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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
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

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

SOA Wealth Advisors reduced its PepsiCo (PEP) stake by 5.7% in Q2 2026, selling an estimated $23.2K and leaving 2,562 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #160.

SOA Wealth Advisors first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $880K in Q2 2023. 821 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • SOA Wealth Advisors held 2,562 shares of PepsiCo worth $347K as of Q2 2026.
  • SOA Wealth Advisors sold 155 PepsiCo shares in Q2 2026, an estimated $23.2K.
  • PepsiCo made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • SOA Wealth Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's PepsiCo position peaked at $880K in Q2 2023.
  • 821 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.