VSM Wealth Advisory’s PepsiCo PEP Stock Holding History

VSM Wealth Advisory’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	$117K	Sell	866 -149	-15%	-$22.3K	0.03%	148
2026 Q1	$158K	Buy	1,015 +152	+18%	+$23.7K	0.05%	124
2025 Q4	$124K	Buy	863 +1	+0.1%	+$147	0.04%	129
2025 Q3	$121K	Buy	862 +1	+0.1%	+$143	0.04%	116
2025 Q2	$114K	Buy	861 +1	+0.1%	+$135	0.04%	126
2025 Q1	$129K	Buy	860 +103	+14%	+$15.3K	0.05%	114
2024 Q4	$115K	Buy	+757	New	+$124K	0.04%	121

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

VSM Wealth Advisory's PEP Position: Q2 2026 in Review

VSM Wealth Advisory reduced its PepsiCo (PEP) stake by 15% in Q2 2026, selling an estimated $22.3K and leaving 866 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #148.

VSM Wealth Advisory first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $158K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

VSM Wealth Advisory held 866 shares of PepsiCo worth $117K as of Q2 2026.
VSM Wealth Advisory sold 149 PepsiCo shares in Q2 2026, an estimated $22.3K.
PepsiCo made up 0.03% of VSM Wealth Advisory's portfolio in Q2 2026, its #148 holding.
VSM Wealth Advisory first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's PepsiCo position peaked at $158K in Q1 2026.
1,032 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.