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Wealthspan Partners’s PepsiCo PEP Stock Holding History

Wealthspan Partners’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
2025
Q3 		– Hold
0
– -$990K – 127
2025
Q2 		– Hold
0
– – – 43

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Wealthspan Partners's PEP Position: Q2 2026 in Review

Wealthspan Partners increased its PepsiCo (PEP) stake by 0.13% in Q2 2026, buying an estimated $299 and bringing the position to 1,566 shares worth $212K. The position accounts for 0.07% of the portfolio, ranked #124.

Wealthspan Partners first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $625K in Q1 2023. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Wealthspan Partners held 1,566 shares of PepsiCo worth $212K as of Q2 2026.
  • Wealthspan Partners bought 2 PepsiCo shares in Q2 2026, an estimated $299.
  • PepsiCo made up 0.07% of Wealthspan Partners's portfolio in Q2 2026, its #124 holding.
  • Wealthspan Partners first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • Wealthspan Partners's PepsiCo position peaked at $625K in Q1 2023.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.