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Walkner Condon Financial Advisors’s PepsiCo PEP Stock Holding History

Walkner Condon Financial 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 		$264K Sell
1,946
-205
-10% -$30.7K 0.03% 288
2026
Q1 		$334K Sell
2,151
-68
-3% -$10.6K 0.04% 228
2025
Q4 		$318K Buy
2,219
+171
+8% +$25.1K 0.04% 234
2025
Q3 		$288K Buy
2,048
+507
+33% +$72.4K 0.05% 239
2025
Q2 		$204K Sell
1,541
-244
-14% -$32.9K 0.04% 269
2025
Q1 		$268K Buy
1,785
+66
+4% +$9.82K 0.05% 222
2024
Q4 		$261K Sell
1,719
-1,399
-45% -$229K 0.05% 237
2024
Q3 		$530K Buy
3,118
+1,362
+78% +$234K 0.11% 151
2024
Q2 		$290K Buy
1,756
+180
+11% +$31.1K 0.06% 206
2024
Q1 		$276K Buy
1,576
+207
+15% +$34.8K 0.06% 223
2023
Q4 		$233K Buy
+1,369
New +$227K 0.05% 234

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

Walkner Condon Financial Advisors's PEP Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its PepsiCo (PEP) stake by 9.5% in Q2 2026, selling an estimated $30.7K and leaving 1,946 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #288.

Walkner Condon Financial Advisors first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $530K in Q3 2024. 1,240 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Walkner Condon Financial Advisors held 1,946 shares of PepsiCo worth $264K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 205 PepsiCo shares in Q2 2026, an estimated $30.7K.
  • PepsiCo made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #288 holding.
  • Walkner Condon Financial Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • Walkner Condon Financial Advisors's PepsiCo position peaked at $530K in Q3 2024.
  • 1,240 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.