Spire Wealth Management
PEP icon

Spire Wealth Management’s PepsiCo PEP Stock Holding History

Spire 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 		$840K Buy
6,627
+627
+10% +$86.4K 0.03% 419
2026
Q2 		$812K Sell
6,000
-614
-9% -$91.8K 0.02% 437
2026
Q1 		$1.03M Sell
6,614
-382
-5% -$59.5K 0.04% 378
2025
Q4 		$1M Sell
6,996
-87
-1% -$12.8K 0.03% 389
2025
Q3 		$995K Sell
7,083
-1,138
-14% -$163K 0.03% 376
2025
Q2 		$1.09M Sell
8,221
-24,742
-75% -$3.33M 0.04% 350
2025
Q1 		$4.94M Buy
32,963
+13,979
+74% +$2.08M 0.16% 126
2024
Q4 		$2.89M Sell
18,984
-8,166
-30% -$1.34M 0.09% 192
2024
Q3 		$4.62M Sell
27,150
-25,258
-48% -$4.34M 0.16% 122
2024
Q2 		$8.64M Sell
52,408
-2,664
-5% -$460K 0.31% 72
2024
Q1 		$9.6M Buy
55,072
+611
+1% +$103K 0.18% 99
2023
Q4 		$9.03M Buy
54,461
+4,022
+8% +$667K 0.3% 68
2023
Q3 		$8.55M Buy
50,439
+23,668
+88% +$4.3M 0.33% 69
2023
Q2 		$4.96M Buy
26,771
+51
+0.2% +$9.5K 0.18% 103
2023
Q1 		$4.87M Buy
26,720
+13,764
+106% +$2.41M 0.19% 113
2022
Q4 		$2.34M Buy
12,956
+2,768
+27% +$494K 0.13% 141
2022
Q3 		$1.66M Sell
10,188
-21,517
-68% -$3.71M 0.1% 149
2022
Q2 		$5.28M Sell
31,705
-6,851
-18% -$1.15M 0.22% 117
2022
Q1 		$6.45M Sell
38,556
-12,522
-25% -$2.1M 0.17% 134
2021
Q4 		$8.87M Buy
51,078
+8,453
+20% +$1.38M 0.2% 128
2021
Q3 		$6.41M Buy
42,625
+415
+1% +$64.2K 0.17% 138
2021
Q2 		$6.25M Sell
42,210
-11,533
-21% -$1.68M 0.17% 143
2021
Q1 		$6.86M Buy
+53,743
New +$7.37M 0.18% 129

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Spire Wealth Management increased its PepsiCo (PEP) stake by 10% in Q3 2026, buying an estimated $86.4K and bringing the position to 6,627 shares worth $840K. The position accounts for 0.03% of the portfolio, ranked #419.

Spire Wealth Management first reported a position in PEP in Q1 2021 and has held it in 23 quarters since. The position peaked at $9.6M in Q1 2024. 2,188 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Spire Wealth Management held 6,627 shares of PepsiCo worth $840K as of Q3 2026.
  • Spire Wealth Management bought 627 PepsiCo shares in Q3 2026, an estimated $86.4K.
  • PepsiCo made up 0.03% of Spire Wealth Management's portfolio in Q3 2026, its #419 holding.
  • Spire Wealth Management first reported a position in PepsiCo in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's PepsiCo position peaked at $9.6M in Q1 2024.
  • 2,188 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.