VWA
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Valued Wealth Advisors’s PepsiCo PEP Stock Holding History

Valued Wealth 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
Q2 		$12.9K Sell
95
-7
-7% -$1.05K ﹤0.01% 267
2026
Q1 		$15.8K Buy
102
+40
+65% +$6.23K 0.01% 210
2025
Q4 		$9.03K Buy
62
+8
+15% +$1.18K ﹤0.01% 239
2025
Q3 		$7.58K Sell
54
-2
-4% -$286 ﹤0.01% 242
2025
Q2 		$7.36K Sell
56
-30
-35% -$4.04K ﹤0.01% 241
2025
Q1 		$12.8K Sell
86
-53
-38% -$7.89K 0.01% 201
2024
Q4 		$21.3K Sell
139
-99
-42% -$16.2K 0.01% 151
2024
Q3 		$40.5K Buy
238
+56
+31% +$9.62K 0.03% 87
2024
Q2 		$30.1K Buy
182
+24
+15% +$4.14K 0.02% 102
2024
Q1 		$27.8K Buy
158
+69
+78% +$11.6K 0.02% 101
2023
Q4 		$15.1K Buy
+89
New +$14.8K 0.01% 95

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

Valued Wealth Advisors's PEP Position: Q2 2026 in Review

Valued Wealth Advisors reduced its PepsiCo (PEP) stake by 6.9% in Q2 2026, selling an estimated $1.05K and leaving 95 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Valued Wealth Advisors first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.5K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Valued Wealth Advisors held 95 shares of PepsiCo worth $12.9K as of Q2 2026.
  • Valued Wealth Advisors sold 7 PepsiCo shares in Q2 2026, an estimated $1.05K.
  • PepsiCo made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #267 holding.
  • Valued Wealth Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's PepsiCo position peaked at $40.5K in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.