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True Wealth Design’s PepsiCo PEP Stock Holding History

True Wealth Design’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 		$248K Sell
1,835
-304
-14% -$45.5K 0.06% 87
2026
Q1 		$332K Buy
2,139
+53
+3% +$8.26K 0.09% 53
2025
Q4 		$299K Buy
2,086
+165
+9% +$24.2K 0.09% 48
2025
Q3 		$270K Buy
1,921
+570
+42% +$81.4K 0.08% 48
2025
Q2 		$178K Buy
1,351
+70
+5% +$9.43K 0.06% 57
2025
Q1 		$192K Buy
1,281
+199
+18% +$29.6K 0.07% 36
2024
Q4 		$165K Sell
1,082
-278
-20% -$45.5K 0.06% 36
2024
Q3 		$231K Buy
1,360
+952
+233% +$164K 0.09% 30
2024
Q2 		$67.3K Buy
408
+13
+3% +$2.24K 0.02% 147
2024
Q1 		$69.1K Buy
395
+167
+73% +$28.1K 0.02% 150
2023
Q4 		$38.7K Buy
228
+203
+812% +$33.7K 0.01% 168
2023
Q3 		$4.24K Hold
25
– – ﹤0.01% 236
2023
Q2 		$4.63K Sell
25
-412
-94% -$76.9K ﹤0.01% 245
2023
Q1 		$79.7K Sell
437
-22
-5% -$3.85K 0.03% 143
2022
Q4 		$82.8K Buy
+459
New +$81.9K 0.04% 131

Other funds holding PEP

Assenagon Asset Management
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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

True Wealth Design's PEP Position: Q2 2026 in Review

True Wealth Design reduced its PepsiCo (PEP) stake by 14% in Q2 2026, selling an estimated $45.5K and leaving 1,835 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #87.

True Wealth Design first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $332K in Q1 2026. 1,240 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • True Wealth Design held 1,835 shares of PepsiCo worth $248K as of Q2 2026.
  • True Wealth Design sold 304 PepsiCo shares in Q2 2026, an estimated $45.5K.
  • PepsiCo made up 0.06% of True Wealth Design's portfolio in Q2 2026, its #87 holding.
  • True Wealth Design first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's PepsiCo position peaked at $332K in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.