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Wealth Architects’s PepsiCo PEP Stock Holding History

Wealth Architects’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 		$277K Buy
2,047
+85
+4% +$12.7K 0.02% 209
2026
Q1 		$305K Buy
1,962
+68
+4% +$10.6K 0.03% 181
2025
Q4 		$272K Sell
1,894
-348
-16% -$51.1K 0.02% 190
2025
Q3 		$315K Sell
2,242
-58
-3% -$8.28K 0.03% 175
2025
Q2 		$304K Sell
2,300
-837
-27% -$113K 0.03% 172
2025
Q1 		$470K Buy
3,137
+211
+7% +$31.4K 0.05% 142
2024
Q4 		$445K Sell
2,926
-980
-25% -$161K 0.05% 134
2024
Q3 		$664K Sell
3,906
-256
-6% -$44K 0.08% 104
2024
Q2 		$687K Sell
4,162
-122
-3% -$21.1K 0.08% 101
2024
Q1 		$750K Sell
4,284
-416
-9% -$70K 0.1% 94
2023
Q4 		$798K Buy
4,700
+57
+1% +$9.45K 0.11% 80
2023
Q3 		$787K Buy
4,643
+924
+25% +$168K 0.13% 77
2023
Q2 		$689K Sell
3,719
-140
-4% -$26.1K 0.11% 84
2023
Q1 		$704K Sell
3,859
-47
-1% -$8.22K 0.12% 77
2022
Q4 		$706K Sell
3,906
-309
-7% -$55.1K 0.13% 74
2022
Q3 		$688K Buy
4,215
+7
+0.2% +$1.21K 0.14% 66
2022
Q2 		$701K Buy
4,208
+41
+1% +$6.9K 0.14% 70
2022
Q1 		$698K Sell
4,167
-2
-0% -$336 0.12% 82
2021
Q4 		$724K Buy
4,169
+287
+7% +$46.9K 0.13% 75
2021
Q3 		$584K Buy
3,882
+303
+8% +$46.9K 0.11% 85
2021
Q2 		$530K Buy
3,579
+1,037
+41% +$151K 0.1% 92
2021
Q1 		$360K Sell
2,542
-8
-0.3% -$1.1K 0.08% 110
2020
Q4 		$378K Sell
2,550
-49
-2% -$6.96K 0.09% 98
2020
Q3 		$360K Sell
2,599
-114
-4% -$15.5K 0.1% 99
2020
Q2 		$359K Sell
2,713
-253
-9% -$33.4K 0.1% 92
2020
Q1 		$356K Sell
2,966
-941
-24% -$127K 0.12% 85
2019
Q4 		$534K Buy
3,907
+984
+34% +$134K 0.15% 61
2019
Q3 		$401K Buy
2,923
+1
+0% +$133 0.12% 74
2019
Q2 		$383K Sell
2,922
-21
-0.7% -$2.69K 0.12% 79
2019
Q1 		$361K Sell
2,943
-498
-14% -$56.8K 0.11% 81
2018
Q4 		$380K Buy
3,441
+67
+2% +$7.55K 0.14% 70
2018
Q3 		$377K Buy
3,374
+832
+33% +$94.2K 0.12% 79
2018
Q2 		$277K Buy
2,542
+8
+0.3% +$826 0.09% 96
2018
Q1 		$277K Sell
2,534
-338
-12% -$38.4K 0.09% 95
2017
Q4 		$344K Buy
2,872
+39
+1% +$4.45K 0.11% 85
2017
Q3 		$316K Sell
2,833
-133
-4% -$15.4K 0.11% 91
2017
Q2 		$342K Sell
2,966
-1
-0% -$115 0.13% 83
2017
Q1 		$332K Buy
2,967
+102
+4% +$10.9K 0.13% 81
2016
Q4 		$300K Sell
2,865
-134
-4% -$14K 0.13% 86
2016
Q3 		$326K Sell
2,999
-5
-0.2% -$539 0.15% 80
2016
Q2 		$318K Sell
3,004
-260
-8% -$26.8K 0.15% 83
2016
Q1 		$334K Sell
3,264
-32
-1% -$3.16K 0.17% 81
2015
Q4 		$329K Sell
3,296
-4
-0.1% -$399 0.16% 87
2015
Q3 		$311K Sell
3,300
-198
-6% -$18.8K 0.17% 87
2015
Q2 		$326K Buy
3,498
+1,083
+45% +$103K 0.18% 86
2015
Q1 		$231K Sell
2,415
-117
-5% -$11.3K 0.13% 88
2014
Q4 		$239K Buy
+2,532
New +$243K 0.14% 88

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

Wealth Architects's PEP Position: Q2 2026 in Review

Wealth Architects increased its PepsiCo (PEP) stake by 4.3% in Q2 2026, buying an estimated $12.7K and bringing the position to 2,047 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #209.

Wealth Architects first reported a position in PEP in Q4 2014 and has held it in 47 quarters since. The position peaked at $798K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Wealth Architects held 2,047 shares of PepsiCo worth $277K as of Q2 2026.
  • Wealth Architects bought 85 PepsiCo shares in Q2 2026, an estimated $12.7K.
  • PepsiCo made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #209 holding.
  • Wealth Architects first reported a position in PepsiCo in Q4 2014 and has held it in 47 quarters since.
  • Wealth Architects's PepsiCo position peaked at $798K in Q4 2023.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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