Summit Wealth Group (Colorado)
PEP icon

Summit Wealth Group (Colorado)’s PepsiCo PEP Stock Holding History

Summit Wealth Group (Colorado)’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 		$429K Sell
3,389
-314
-8% -$43.3K 0.03% 290
2026
Q2 		$501K Buy
3,703
+61
+2% +$9.12K 0.04% 216
2026
Q1 		$566K Buy
3,642
+1,294
+55% +$202K 0.06% 164
2025
Q4 		$337K Sell
2,348
-47,406
-95% -$6.97M 0.04% 197
2025
Q3 		$2.3M Buy
49,754
+47,532
+2,139% +$6.79M 0.24% 74
2025
Q2 		$294K Buy
+2,222
New +$299K 0.07% 183

Other funds holding PEP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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

Summit Wealth Group (Colorado)'s PEP Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its PepsiCo (PEP) stake by 8.5% in Q3 2026, selling an estimated $43.3K and leaving 3,389 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #290.

Summit Wealth Group (Colorado) first reported a position in PEP in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.3M in Q3 2025. 2,645 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Summit Wealth Group (Colorado) held 3,389 shares of PepsiCo worth $429K as of Q3 2026.
  • Summit Wealth Group (Colorado) sold 314 PepsiCo shares in Q3 2026, an estimated $43.3K.
  • PepsiCo made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #290 holding.
  • Summit Wealth Group (Colorado) first reported a position in PepsiCo in Q2 2025 and has held it in 6 quarters since.
  • Summit Wealth Group (Colorado)'s PepsiCo position peaked at $2.3M in Q3 2025.
  • 2,645 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.