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Wedmont Private Capital’s PepsiCo PEP Stock Holding History

Wedmont Private Capital’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 		$1.6M Buy
12,496
+926
+8% +$128K 0.04% 254
2026
Q2 		$1.59M Buy
11,570
+372
+3% +$55.6K 0.04% 240
2026
Q1 		$1.73M Buy
11,198
+1,012
+10% +$158K 0.06% 190
2025
Q4 		$1.4M Buy
10,186
+499
+5% +$73.3K 0.05% 220
2025
Q3 		$1.36M Buy
9,687
+1,451
+18% +$207K 0.05% 215
2025
Q2 		$1.11M Sell
8,236
-1,579
-16% -$213K 0.05% 240
2025
Q1 		$1.42M Buy
9,815
+242
+3% +$36K 0.07% 169
2024
Q4 		$1.37M Sell
9,573
-3,219
-25% -$527K 0.07% 166
2024
Q3 		$2.14M Sell
12,792
-52
-0.4% -$8.93K 0.12% 97
2024
Q2 		$2.14M Buy
12,844
+1,102
+9% +$190K 0.13% 95
2024
Q1 		$2M Sell
11,742
-754
-6% -$127K 0.15% 91
2023
Q4 		$2.11M Sell
12,496
-1,471
-11% -$244K 0.17% 81
2023
Q3 		$2.25M Sell
13,967
-255
-2% -$46.3K 0.23% 72
2023
Q2 		$2.68M Buy
14,222
+1,516
+12% +$283K 0.29% 56
2023
Q1 		$2.33M Buy
12,706
+1,327
+12% +$232K 0.31% 52
2022
Q4 		$2.06M Buy
11,379
+611
+6% +$109K 0.31% 55
2022
Q3 		$1.76M Buy
10,768
+2,478
+30% +$427K 0.35% 43
2022
Q2 		$1.38M Buy
8,290
+2,785
+51% +$469K 0.3% 58
2022
Q1 		$932K Buy
5,505
+637
+13% +$107K 0.21% 78
2021
Q4 		$848K Buy
+4,868
New +$795K 0.26% 67

Other funds holding PEP

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wedmont Private Capital's PEP Position: Q3 2026 in Review

Wedmont Private Capital increased its PepsiCo (PEP) stake by 8% in Q3 2026, buying an estimated $128K and bringing the position to 12,496 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #254.

Wedmont Private Capital first reported a position in PEP in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.68M in Q2 2023. 176 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Wedmont Private Capital held 12,496 shares of PepsiCo worth $1.6M as of Q3 2026.
  • Wedmont Private Capital bought 926 PepsiCo shares in Q3 2026, an estimated $128K.
  • PepsiCo made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #254 holding.
  • Wedmont Private Capital first reported a position in PepsiCo in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's PepsiCo position peaked at $2.68M in Q2 2023.
  • 176 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.