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Wealth Group’s PepsiCo PEP Stock Holding History

Wealth Group’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 		$2.92M Buy
21,568
+13,376
+163% +$2M 0.73% 35
2026
Q1 		$1.27M Buy
8,192
+659
+9% +$103K 1.19% 27
2025
Q4 		$1.08M Buy
+7,533
New +$1.11M 1.05% 29
2025
Q2 		$1.07M Buy
8,107
+8
+0.1% +$1.08K 1.06% 27
2025
Q1 		$1.21M Buy
8,099
+155
+2% +$23.1K 0.79% 32
2024
Q4 		$1.21M Sell
7,944
-91
-1% -$14.9K 0.78% 31
2024
Q3 		$1.37M Sell
8,035
-161
-2% -$27.7K 0.92% 26
2024
Q2 		$1.35M Buy
8,196
+40
+0.5% +$6.9K 0.97% 24
2024
Q1 		$1.43M Buy
+8,156
New +$1.37M 1.08% 21

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 Group's PEP Position: Q2 2026 in Review

Wealth Group increased its PepsiCo (PEP) stake by 163% in Q2 2026, buying an estimated $2M and bringing the position to 21,568 shares worth $2.92M. The position accounts for 0.73% of the portfolio, ranked #35.

Wealth Group first reported a position in PEP in Q1 2024 and has held it in 9 quarters since. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Wealth Group held 21,568 shares of PepsiCo worth $2.92M as of Q2 2026.
  • Wealth Group bought 13,376 PepsiCo shares in Q2 2026, an estimated $2M.
  • PepsiCo made up 0.73% of Wealth Group's portfolio in Q2 2026, its #35 holding.
  • Wealth Group first reported a position in PepsiCo in Q1 2024 and has held it in 9 quarters since.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.