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Vigilare Wealth Management’s PepsiCo PEP Stock Holding History

Vigilare Wealth Management’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 		$221K Buy
1,634
+34
+2% +$5.08K 0.07% 110
2026
Q1 		$248K Hold
1,600
– – 0.08% 95
2025
Q4 		$230K Hold
1,600
– – 0.08% 109
2025
Q3 		$225K Sell
1,600
-1,424
-47% -$203K 0.08% 114
2025
Q2 		$399K Sell
3,024
-2,543
-46% -$343K 0.15% 78
2025
Q1 		$835K Sell
5,567
-55
-1% -$8.19K 0.33% 37
2024
Q4 		$855K Sell
5,622
-588
-9% -$96.3K 0.35% 30
2024
Q3 		$1.06M Sell
6,210
-327
-5% -$56.2K 0.43% 33
2024
Q2 		$1.08M Buy
6,537
+8
+0.1% +$1.38K 0.48% 31
2024
Q1 		$1.14M Sell
6,529
-1,948
-23% -$328K 0.56% 31
2023
Q4 		$1.44M Hold
8,477
– – 0.74% 24
2023
Q3 		$1.44M Buy
8,477
+16
+0.2% +$2.91K 0.92% 20
2023
Q2 		$1.57M Buy
8,461
+16
+0.2% +$2.99K 0.9% 17
2023
Q1 		$1.54M Sell
8,445
-570
-6% -$99.6K 0.87% 16
2022
Q4 		$1.63M Sell
9,015
-250
-3% -$44.6K 0.95% 17
2022
Q3 		$1.51M Buy
9,265
+15
+0.2% +$2.58K 1.96% 9
2022
Q2 		$1.54M Buy
9,250
+816
+10% +$137K 1.67% 12
2022
Q1 		$1.41M Sell
8,434
-447
-5% -$75K 1.16% 23
2021
Q4 		$1.54M Buy
8,881
+365
+4% +$59.6K 0.91% 28
2021
Q3 		$1.28M Buy
8,516
+751
+10% +$116K 0.79% 33
2021
Q2 		$1.15M Buy
7,765
+143
+2% +$20.8K 0.7% 39
2021
Q1 		$1.08M Buy
7,622
+1,394
+22% +$191K 0.77% 36
2020
Q4 		$924K Sell
6,228
-1,500
-19% -$213K 0.88% 32
2020
Q3 		$1.07M Buy
7,728
+2
+0% +$272 1.12% 24
2020
Q2 		$1.02M Buy
7,726
+101
+1% +$13.3K 1.04% 25
2020
Q1 		$916K Buy
7,625
+900
+13% +$122K 1.1% 25
2019
Q4 		$958K Buy
+6,725
New +$915K 0.64% 42

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Vigilare Wealth Management's PEP Position: Q2 2026 in Review

Vigilare Wealth Management increased its PepsiCo (PEP) stake by 2.1% in Q2 2026, buying an estimated $5.08K and bringing the position to 1,634 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #110.

Vigilare Wealth Management first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.63M in Q4 2022. 730 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Vigilare Wealth Management held 1,634 shares of PepsiCo worth $221K as of Q2 2026.
  • Vigilare Wealth Management bought 34 PepsiCo shares in Q2 2026, an estimated $5.08K.
  • PepsiCo made up 0.07% of Vigilare Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Vigilare Wealth Management first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • Vigilare Wealth Management's PepsiCo position peaked at $1.63M in Q4 2022.
  • 730 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.