Winebrenner Capital Management
PEP icon

Winebrenner Capital Management’s PepsiCo PEP Stock Holding History

Winebrenner 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 		$553K Buy
4,365
+74
+2% +$10.2K 0.36% 80
2026
Q2 		$581K Buy
4,291
+75
+2% +$11.2K 0.35% 84
2026
Q1 		$655K Buy
4,216
+332
+9% +$51.7K 0.42% 71
2025
Q4 		$557K Hold
3,884
– – 0.37% 79
2025
Q3 		$545K Buy
3,884
+1
+0% +$143 0.39% 79
2025
Q2 		$513K Hold
3,883
– – 0.41% 76
2025
Q1 		$582K Sell
3,883
-3,880
-50% -$577K 0.53% 68
2024
Q4 		$1.18M Buy
+7,763
New +$1.27M 0.91% 33

Other funds holding PEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Winebrenner Capital Management increased its PepsiCo (PEP) stake by 1.7% in Q3 2026, buying an estimated $10.2K and bringing the position to 4,365 shares worth $553K. The position accounts for 0.36% of the portfolio, ranked #80.

Winebrenner Capital Management first reported a position in PEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q4 2024. 2,951 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Winebrenner Capital Management held 4,365 shares of PepsiCo worth $553K as of Q3 2026.
  • Winebrenner Capital Management bought 74 PepsiCo shares in Q3 2026, an estimated $10.2K.
  • PepsiCo made up 0.36% of Winebrenner Capital Management's portfolio in Q3 2026, its #80 holding.
  • Winebrenner Capital Management first reported a position in PepsiCo in Q4 2024 and has held it in 8 quarters since.
  • Winebrenner Capital Management's PepsiCo position peaked at $1.18M in Q4 2024.
  • 2,951 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Winebrenner Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.