Wolff Financial Management’s PepsiCo PEP Stock Holding History

Wolff Financial 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	$752K	Buy	5,937 +3	+0.1%	+$413	0.15%	61
2026 Q2	$804K	Buy	5,934 +2	+0%	+$299	0.16%	61
2026 Q1	$921K	Buy	5,932 +4	+0.1%	+$623	0.2%	47
2025 Q4	$851K	Hold	5,928	–	–	0.19%	48
2025 Q3	$833K	Sell	5,928 -1	-0%	-$143	0.19%	50
2025 Q2	$783K	Buy	5,929 +5	+0.1%	+$674	0.2%	49
2025 Q1	$888K	Sell	5,924 -31	-0.5%	-$4.61K	0.25%	43
2024 Q4	$906K	Sell	5,955 -28	-0.5%	-$4.59K	0.25%	42
2024 Q3	$1.02M	Buy	+5,983	New	+$1.03M	0.28%	42
2024 Q2	–	Sell	-5,978	Closed	-$1.05M	–	72
2024 Q1	$1.05M	Buy	5,978 +1	+0%	+$168	0.3%	42
2023 Q4	$1.02M	Buy	5,977 +210	+4%	+$34.8K	0.31%	42
2023 Q3	$977K	Buy	+5,767	New	+$1.05M	0.33%	41
2023 Q2	–	Sell	-5,765	Closed	-$1.05M	–	76
2023 Q1	$1.05M	Buy	5,765 +1	+0%	+$175	0.37%	42
2022 Q4	$1.04M	Buy	5,764 +2	+0%	+$357	0.39%	41
2022 Q3	$940K	Buy	5,762 +1	+0%	+$172	0.43%	43
2022 Q2	$960K	Buy	5,761 +1	+0%	+$168	0.43%	44
2022 Q1	$964K	Buy	5,760 +1	+0%	+$168	0.38%	47
2021 Q4	$1M	Buy	+5,759	New	+$941K	0.38%	46
2021 Q1	$814K	Buy	5,755 +1	+0%	+$137	0.37%	47
2020 Q4	$853K	Buy	5,754 +1	+0%	+$142	0.45%	41
2020 Q3	$797K	Buy	5,753 +2	+0%	+$272	0.47%	41
2020 Q2	$761K	Buy	5,751 +1	+0%	+$132	0.48%	40
2020 Q1	$691K	Buy	5,750 +2	+0%	+$270	0.52%	36
2019 Q4	$786K	Buy	5,748 +181	+3%	+$24.6K	0.52%	36
2019 Q3	$763K	Hold	5,567	–	–	0.56%	36
2019 Q2	$730K	Buy	5,567 +2	+0%	+$256	0.56%	36
2019 Q1	$682K	Buy	5,565 +1,373	+33%	+$156K	0.57%	37
2018 Q4	$463K	Buy	+4,192	New	+$473K	0.45%	46

Other funds holding PEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Wolff Financial Management's PEP Position: Q3 2026 in Review

Wolff Financial Management increased its PepsiCo (PEP) stake by 0.05% in Q3 2026, buying an estimated $413 and bringing the position to 5,937 shares worth $752K. The position accounts for 0.15% of the portfolio, ranked #61.

Wolff Financial Management first reported a position in PEP in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.05M in Q1 2023. 2,351 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Wolff Financial Management held 5,937 shares of PepsiCo worth $752K as of Q3 2026.
Wolff Financial Management bought 3 PepsiCo shares in Q3 2026, an estimated $413.
PepsiCo made up 0.15% of Wolff Financial Management's portfolio in Q3 2026, its #61 holding.
Wolff Financial Management first reported a position in PepsiCo in Q4 2018 and has held it in 28 quarters since.
Wolff Financial Management's PepsiCo position peaked at $1.05M in Q1 2023.
2,351 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Wolff Financial Management's 13F filing for Q3 2026, filed 23 Oct 2026.