Tanager Wealth Management’s PepsiCo PEP Stock Holding History

Tanager 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	$204K	Sell	1,611 -81	-5%	-$11.2K	0.02%	174
2026 Q2	$229K	Sell	1,692 -175	-9%	-$26.2K	0.02%	146
2026 Q1	$290K	Buy	1,867 +335	+22%	+$52.2K	0.03%	113
2025 Q4	$220K	Sell	1,532 -78	-5%	-$11.5K	0.02%	132
2025 Q3	$226K	Buy	+1,610	New	+$230K	0.02%	118
2025 Q2	–	Sell	-1,343	Closed	-$201K	–	129
2025 Q1	$201K	Buy	1,343 +14	+1%	+$2.08K	0.03%	115
2024 Q4	$205K	Sell	1,329 -561	-30%	-$91.9K	0.03%	117
2024 Q3	$321K	Buy	+1,890	New	+$325K	0.04%	81
2023 Q3	–	Sell	-1,437	Closed	-$266K	–	83
2023 Q2	$266K	Sell	1,437 -12	-0.8%	-$2.24K	0.06%	72
2023 Q1	$264K	Sell	1,449 -228	-14%	-$39.9K	0.06%	66
2022 Q4	$305K	Buy	+1,677	New	+$299K	0.08%	58

Other funds holding PEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Tanager Wealth Management reduced its PepsiCo (PEP) stake by 4.8% in Q3 2026, selling an estimated $11.2K and leaving 1,611 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #174.

Tanager Wealth Management first reported a position in PEP in Q4 2022 and has held it in 11 quarters since. The position peaked at $321K in Q3 2024. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Tanager Wealth Management held 1,611 shares of PepsiCo worth $204K as of Q3 2026.
Tanager Wealth Management sold 81 PepsiCo shares in Q3 2026, an estimated $11.2K.
PepsiCo made up 0.02% of Tanager Wealth Management's portfolio in Q3 2026, its #174 holding.
Tanager Wealth Management first reported a position in PepsiCo in Q4 2022 and has held it in 11 quarters since.
Tanager Wealth Management's PepsiCo position peaked at $321K in Q3 2024.
2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.