World Equity Group
PEP icon

World Equity Group’s PepsiCo PEP Stock Holding History

World Equity Group’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 		– Sell
-4,578
Closed -$620K – 339
2026
Q2 		$620K Buy
4,578
+63
+1% +$9.42K 0.14% 176
2026
Q1 		$701K Buy
4,515
+247
+6% +$38.5K 0.18% 132
2025
Q4 		$613K Buy
+4,268
New +$627K 0.17% 142
2025
Q2 		– Sell
-1,591
Closed -$264K – 347
2025
Q1 		$264K Sell
1,591
-1,231
-44% -$183K 0.08% 248
2024
Q4 		$429K Buy
2,822
+1,279
+83% +$210K 0.09% 211
2024
Q3 		$262K Sell
1,543
-9,252
-86% -$1.59M 0.09% 206
2024
Q2 		$1.78M Sell
10,795
-13,901
-56% -$2.4M 0.53% 50
2024
Q1 		$4.32M Sell
24,696
-382
-2% -$64.3K 0.89% 19
2023
Q4 		$4.26M Buy
25,078
+7,734
+45% +$1.28M 0.85% 21
2023
Q3 		$2.94M Buy
17,344
+9,955
+135% +$1.81M 0.61% 33
2023
Q2 		$1.37M Sell
7,389
-5,024
-40% -$938K 0.4% 61
2023
Q1 		$2.26M Buy
12,413
+4,161
+50% +$727K 0.34% 71
2022
Q4 		$1.49M Buy
8,252
+489
+6% +$87.2K 0.35% 79
2022
Q3 		$1.27M Sell
7,763
-49
-0.6% -$8.44K 0.32% 83
2022
Q2 		$1.3M Sell
7,812
-208
-3% -$35K 0.33% 85
2022
Q1 		$1.34M Buy
+8,020
New +$1.35M 0.29% 97

Other funds holding PEP

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

World Equity Group's PEP Position: Q3 2026 in Review

World Equity Group sold out of PepsiCo (PEP) in Q3 2026, closing a stake of 4,578 shares — an estimated $620K sold.

World Equity Group first reported a position in PEP in Q1 2022 and held it in 16 quarters. The position peaked at $4.32M in Q1 2024. 1,045 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • World Equity Group reported no remaining PepsiCo position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 4,578 PepsiCo shares in Q3 2026, an estimated $620K.
  • World Equity Group first reported a position in PepsiCo in Q1 2022 and held it in 16 quarters.
  • World Equity Group's PepsiCo position peaked at $4.32M in Q1 2024.
  • 1,045 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.