Triad Wealth Partners’s PepsiCo PEP Stock Holding History

Triad Wealth Partners’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	$732K	Sell	5,778 -755	-12%	-$104K	0.04%	254
2026 Q2	$912K	Buy	6,533 +1,179	+22%	+$176K	0.05%	218
2026 Q1	$831K	Sell	5,354 -4	-0.1%	-$623	0.07%	196
2025 Q4	$769K	Sell	5,358 -40	-0.7%	-$5.88K	0.07%	185
2025 Q3	$758K	Buy	5,398 +1,781	+49%	+$254K	0.1%	148
2025 Q2	$478K	Buy	3,617 +242	+7%	+$32.6K	0.1%	159
2025 Q1	$506K	Buy	3,375 +275	+9%	+$40.9K	0.16%	103
2024 Q4	$471K	Buy	+3,100	New	+$508K	0.17%	94
2024 Q3	–	Sell	-1,987	Closed	-$328K	–	658
2024 Q2	$328K	Buy	1,987 +224	+13%	+$38.7K	0.17%	58
2024 Q1	$309K	Buy	+1,763	New	+$297K	0.24%	41

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

Triad Wealth Partners's PEP Position: Q3 2026 in Review

Triad Wealth Partners reduced its PepsiCo (PEP) stake by 12% in Q3 2026, selling an estimated $104K and leaving 5,778 shares worth $732K. The position accounts for 0.04% of the portfolio, ranked #254.

Triad Wealth Partners first reported a position in PEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $912K in Q2 2026. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Triad Wealth Partners held 5,778 shares of PepsiCo worth $732K as of Q3 2026.
Triad Wealth Partners sold 755 PepsiCo shares in Q3 2026, an estimated $104K.
PepsiCo made up 0.04% of Triad Wealth Partners's portfolio in Q3 2026, its #254 holding.
Triad Wealth Partners first reported a position in PepsiCo in Q1 2024 and has held it in 10 quarters since.
Triad Wealth Partners's PepsiCo position peaked at $912K in Q2 2026.
2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.