Teamwork Financial Advisors
PEP icon

Teamwork Financial Advisors’s PepsiCo PEP Stock Holding History

Teamwork Financial 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
Q3 		– Sell
-1,678
Closed -$227K – 221
2026
Q2 		$227K Sell
1,678
-389
-19% -$58.2K 0.02% 182
2026
Q1 		$321K Sell
2,067
-11,569
-85% -$1.8M 0.03% 176
2025
Q4 		$1.96M Sell
13,636
-2,807
-17% -$412K 0.2% 77
2025
Q3 		$2.31M Buy
16,443
+3,582
+28% +$512K 0.24% 68
2025
Q2 		$1.7M Buy
12,861
+3,333
+35% +$449K 0.2% 77
2025
Q1 		$1.43M Buy
+9,528
New +$1.42M 0.19% 72
2024
Q3 		– Sell
-1,427
Closed -$235K – 168
2024
Q2 		$235K Sell
1,427
-91
-6% -$15.7K 0.03% 123
2024
Q1 		$266K Sell
1,518
-953
-39% -$160K 0.04% 155
2023
Q4 		$420K Sell
2,471
-213
-8% -$35.3K 0.07% 112
2023
Q3 		$455K Buy
2,684
+126
+5% +$22.9K 0.07% 137
2023
Q2 		$474K Sell
2,558
-1,930
-43% -$360K 0.08% 132
2023
Q1 		$818K Sell
4,488
-17,070
-79% -$2.98M 0.15% 90
2022
Q4 		$3.89M Buy
21,558
+19,509
+952% +$3.48M 0.78% 26
2022
Q3 		$335K Sell
2,049
-74
-3% -$12.8K 0.07% 160
2022
Q2 		$354K Sell
2,123
-382
-15% -$64.3K 0.08% 161
2022
Q1 		$419K Sell
2,505
-2,964
-54% -$498K 0.08% 180
2021
Q4 		$950K Sell
5,469
-215
-4% -$35.1K 0.17% 127
2021
Q3 		$855K Buy
5,684
+781
+16% +$121K 0.17% 108
2021
Q2 		$727K Sell
4,903
-104
-2% -$15.2K 0.15% 117
2021
Q1 		$708K Sell
5,007
-70
-1% -$9.6K 0.17% 119
2020
Q4 		$753K Sell
5,077
-421
-8% -$59.8K 0.18% 102
2020
Q3 		$762K Sell
5,498
-5,526
-50% -$752K 0.24% 92
2020
Q2 		$1.46M Sell
11,024
-945
-8% -$125K 0.52% 43
2020
Q1 		$1.44M Buy
11,969
+3,379
+39% +$457K 0.89% 24
2019
Q4 		$1.17M Buy
+8,590
New +$1.17M 0.7% 29

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

Teamwork Financial Advisors's PEP Position: Q3 2026 in Review

Teamwork Financial Advisors sold out of PepsiCo (PEP) in Q3 2026, closing a stake of 1,678 shares — an estimated $227K sold.

Teamwork Financial Advisors first reported a position in PEP in Q4 2019 and held it in 25 quarters. The position peaked at $3.89M in Q4 2022. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Teamwork Financial Advisors reported no remaining PepsiCo position as of Q3 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,678 PepsiCo shares in Q3 2026, an estimated $227K.
  • Teamwork Financial Advisors first reported a position in PepsiCo in Q4 2019 and held it in 25 quarters.
  • Teamwork Financial Advisors's PepsiCo position peaked at $3.89M in Q4 2022.
  • 2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.