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Wealthedge Investment Advisors’s PepsiCo PEP Stock Holding History

Wealthedge Investment 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 		$1.59M Buy
11,771
+6,550
+125% +$979K 0.54% 49
2026
Q1 		$811K Buy
+5,221
New +$814K 0.3% 76
2025
Q3 		– Sell
-9,175
Closed -$1.21M – 151
2025
Q2 		$1.21M Buy
+9,175
New +$1.24M 0.5% 58

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

Wealthedge Investment Advisors's PEP Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its PepsiCo (PEP) stake by 125% in Q2 2026, buying an estimated $979K and bringing the position to 11,771 shares worth $1.59M. The position accounts for 0.54% of the portfolio, ranked #49.

Wealthedge Investment Advisors first reported a position in PEP in Q2 2025 and has held it in 3 quarters since. 1,142 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Wealthedge Investment Advisors held 11,771 shares of PepsiCo worth $1.59M as of Q2 2026.
  • Wealthedge Investment Advisors bought 6,550 PepsiCo shares in Q2 2026, an estimated $979K.
  • PepsiCo made up 0.54% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • Wealthedge Investment Advisors first reported a position in PepsiCo in Q2 2025 and has held it in 3 quarters since.
  • 1,142 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.