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VERITY Wealth Advisors’s PepsiCo PEP Stock Holding History

VERITY 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 		$911K Hold
6,726
– – 0.55% 30
2026
Q1 		$1.04M Sell
6,726
-111
-2% -$17.3K 0.7% 25
2025
Q4 		$981K Hold
6,837
– – 0.61% 31
2025
Q3 		$960K Hold
6,837
– – 0.61% 31
2025
Q2 		$903K Hold
6,837
– – 0.61% 32
2025
Q1 		$1.03M Hold
6,837
– – 0.76% 27
2024
Q4 		$1.04M Hold
6,837
– – 0.75% 28
2024
Q3 		$1.16M Hold
6,837
– – 0.82% 25
2024
Q2 		$1.13M Hold
6,837
– – 0.84% 19
2024
Q1 		$1.2M Buy
6,837
+51
+0.8% +$8.59K 0.92% 17
2023
Q4 		$1.15M Sell
6,786
-50
-0.7% -$8.29K 0.99% 17
2023
Q3 		$1.16M Hold
6,836
– – 1.09% 17
2023
Q2 		$1.27M Hold
6,836
– – 1.14% 17
2023
Q1 		$1.25M Sell
6,836
-51
-0.7% -$8.91K 1.16% 18
2022
Q4 		$1.24M Hold
6,887
– – 1.22% 19
2022
Q3 		$1.12M Hold
6,887
– – 1.15% 20
2022
Q2 		$1.15M Buy
6,887
+861
+14% +$145K 1.12% 20
2022
Q1 		$1.01M Hold
6,026
– – 0.89% 25
2021
Q4 		$1.05M Hold
6,026
– – 0.87% 24
2021
Q3 		$906K Hold
6,026
– – 0.81% 26
2021
Q2 		$893K Sell
6,026
-800
-12% -$117K 0.81% 24
2021
Q1 		$966K Hold
6,826
– – 0.86% 22
2020
Q4 		$1.01M Buy
6,826
+51
+0.8% +$7.25K 0.92% 21
2020
Q3 		$939K Hold
6,775
– – 0.96% 23
2020
Q2 		$896K Hold
6,775
– – 0.96% 23
2020
Q1 		$814K Hold
6,775
– – 1.11% 22
2019
Q4 		$926K Hold
6,775
– – 0.89% 25
2019
Q3 		$929K Hold
6,775
– – 0.91% 25
2019
Q2 		$888K Sell
6,775
-150
-2% -$19.2K 0.87% 26
2019
Q1 		$849K Hold
6,925
– – 0.87% 28
2018
Q4 		$765K Buy
+6,925
New +$781K 0.88% 28

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

VERITY Wealth Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 6,726 shares worth $911K. The position accounts for 0.55% of the portfolio, ranked #30.

VERITY Wealth Advisors first reported a position in PEP in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.27M in Q2 2023. 909 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • VERITY Wealth Advisors held 6,726 shares of PepsiCo worth $911K as of Q2 2026.
  • VERITY Wealth Advisors left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.55% of VERITY Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • VERITY Wealth Advisors first reported a position in PepsiCo in Q4 2018 and has held it in 31 quarters since.
  • VERITY Wealth Advisors's PepsiCo position peaked at $1.27M in Q2 2023.
  • 909 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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