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 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	$1.01M	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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wolff Financial Management's PEP Position: Q2 2026 in Review

Wolff Financial Management increased its PepsiCo (PEP) stake by 0.03% in Q2 2026, buying an estimated $299 and bringing the position to 5,934 shares worth $804K. The position accounts for 0.16% of the portfolio, ranked #61.

Wolff Financial Management first reported a position in PEP in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.05M in Q1 2023. 821 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Wolff Financial Management held 5,934 shares of PepsiCo worth $804K as of Q2 2026.
Wolff Financial Management bought 2 PepsiCo shares in Q2 2026, an estimated $299.
PepsiCo made up 0.16% of Wolff Financial Management's portfolio in Q2 2026, its #61 holding.
Wolff Financial Management first reported a position in PepsiCo in Q4 2018 and has held it in 27 quarters since.
Wolff Financial Management's PepsiCo position peaked at $1.05M in Q1 2023.
821 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.