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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Tanager Wealth Management's PEP Position: Q2 2026 in Review

Tanager Wealth Management reduced its PepsiCo (PEP) stake by 9.4% in Q2 2026, selling an estimated $26.2K and leaving 1,692 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #146.

Tanager Wealth Management first reported a position in PEP in Q4 2022 and has held it in 10 quarters since. The position peaked at $321K in Q3 2024. 1,269 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Tanager Wealth Management held 1,692 shares of PepsiCo worth $229K as of Q2 2026.
Tanager Wealth Management sold 175 PepsiCo shares in Q2 2026, an estimated $26.2K.
PepsiCo made up 0.02% of Tanager Wealth Management's portfolio in Q2 2026, its #146 holding.
Tanager Wealth Management first reported a position in PepsiCo in Q4 2022 and has held it in 10 quarters since.
Tanager Wealth Management's PepsiCo position peaked at $321K in Q3 2024.
1,269 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.