WealthBridge Capital Management
PEP icon

WealthBridge Capital Management’s PepsiCo PEP Stock Holding History

WealthBridge Capital 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
Q3 		$533K Buy
4,204
+12
+0.3% +$1.65K 0.1% 139
2026
Q2 		$568K Sell
4,192
-35
-0.8% -$5.23K 0.11% 129
2026
Q1 		$656K Buy
4,227
+38
+0.9% +$5.92K 0.15% 104
2025
Q4 		$601K Sell
4,189
-3
-0.1% -$441 0.14% 110
2025
Q3 		$589K Buy
4,192
+11
+0.3% +$1.57K 0.14% 111
2025
Q2 		$552K Sell
4,181
-113
-3% -$15.2K 0.14% 108
2025
Q1 		$644K Sell
4,294
-308
-7% -$45.8K 0.18% 97
2024
Q4 		$700K Sell
4,602
-5
-0.1% -$819 0.19% 88
2024
Q3 		$783K Sell
4,607
-151
-3% -$25.9K 0.22% 82
2024
Q2 		$785K Buy
4,758
+8
+0.2% +$1.38K 0.26% 74
2024
Q1 		$831K Sell
4,750
-291
-6% -$49K 0.28% 65
2023
Q4 		$856K Sell
5,041
-65
-1% -$10.8K 0.32% 63
2023
Q3 		$865K Buy
5,106
+118
+2% +$21.4K 0.36% 60
2023
Q2 		$924K Sell
4,988
-5,375
-52% -$1M 0.37% 60
2023
Q1 		$1.89M Sell
10,363
-9
-0.1% -$1.57K 0.75% 32
2022
Q4 		$1.87M Buy
10,372
+102
+1% +$18.2K 0.78% 31
2022
Q3 		$1.71M Hold
10,270
– – 0.73% 30
2022
Q2 		$1.71M Buy
10,270
+73
+0.7% +$12.3K 0.73% 30
2022
Q1 		$1.71M Buy
10,197
+5,390
+112% +$905K 0.64% 35
2021
Q4 		$835K Sell
4,807
-39
-0.8% -$6.37K 0.31% 68
2021
Q3 		$729K Sell
4,846
-271
-5% -$41.9K 0.27% 76
2021
Q2 		$758K Sell
5,117
-497
-9% -$72.4K 0.28% 81
2021
Q1 		$794K Buy
+5,614
New +$770K 0.32% 65
2019
Q2 		– Sell
-887
Closed -$112K – 647
2019
Q1 		$112K Buy
887
+327
+58% +$37.3K 0.07% 175
2018
Q4 		$62K Buy
+560
New +$63.1K 0.05% 219

Other funds holding PEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

WealthBridge Capital Management's PEP Position: Q3 2026 in Review

WealthBridge Capital Management increased its PepsiCo (PEP) stake by 0.29% in Q3 2026, buying an estimated $1.65K and bringing the position to 4,204 shares worth $533K. The position accounts for 0.1% of the portfolio, ranked #139.

WealthBridge Capital Management first reported a position in PEP in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.89M in Q1 2023. 2,351 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • WealthBridge Capital Management held 4,204 shares of PepsiCo worth $533K as of Q3 2026.
  • WealthBridge Capital Management bought 12 PepsiCo shares in Q3 2026, an estimated $1.65K.
  • PepsiCo made up 0.1% of WealthBridge Capital Management's portfolio in Q3 2026, its #139 holding.
  • WealthBridge Capital Management first reported a position in PepsiCo in Q4 2018 and has held it in 25 quarters since.
  • WealthBridge Capital Management's PepsiCo position peaked at $1.89M in Q1 2023.
  • 2,351 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.