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1620 Investment Advisors’s PepsiCo PEP Stock Holding History

1620 Investment Advisors’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 		$717K Buy
5,297
+12
+0.2% +$1.79K 0.44% 58
2026
Q1 		$821K Buy
5,285
+82
+2% +$12.8K 0.56% 47
2025
Q4 		$747K Sell
5,203
-11
-0.2% -$1.62K 0.5% 58
2025
Q3 		$732K Buy
5,214
+161
+3% +$23K 0.5% 61
2025
Q2 		$667K Buy
5,053
+73
+1% +$9.83K 0.47% 62
2025
Q1 		$747K Buy
4,980
+62
+1% +$9.23K 0.57% 41
2024
Q4 		$748K Sell
4,918
-2,851
-37% -$467K 0.57% 45
2024
Q3 		$1.32M Sell
7,769
-249
-3% -$42.8K 0.95% 20
2024
Q2 		$1.32M Buy
8,018
+3,034
+61% +$524K 1.01% 20
2024
Q1 		$1.34M Sell
4,984
-2,446
-33% -$412K 1.35% 19
2023
Q4 		$1.26M Buy
7,430
+579
+8% +$96K 1.38% 18
2023
Q3 		$1.16M Sell
6,851
-45
-0.7% -$8.17K 1.31% 17
2023
Q2 		$1.28M Sell
6,896
-32
-0.5% -$5.97K 1.39% 17
2023
Q1 		$1.26M Sell
6,928
-969
-12% -$169K 1.52% 14
2022
Q4 		$1.43M Buy
7,897
+147
+2% +$26.2K 1.73% 9
2022
Q3 		$1.26M Buy
7,750
+1
+0% +$172 1.87% 8
2022
Q2 		$1.29M Sell
7,749
-37
-0.5% -$6.23K 1.78% 8
2022
Q1 		$1.35M Hold
7,786
– – 1.47% 14
2021
Q4 		$1.35M Buy
+7,786
New +$1.27M 1.51% 14

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

1620 Investment Advisors's PEP Position: Q2 2026 in Review

1620 Investment Advisors increased its PepsiCo (PEP) stake by 0.23% in Q2 2026, buying an estimated $1.79K and bringing the position to 5,297 shares worth $717K. The position accounts for 0.44% of the portfolio, ranked #58.

1620 Investment Advisors first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2022. 1,143 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • 1620 Investment Advisors held 5,297 shares of PepsiCo worth $717K as of Q2 2026.
  • 1620 Investment Advisors bought 12 PepsiCo shares in Q2 2026, an estimated $1.79K.
  • PepsiCo made up 0.44% of 1620 Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • 1620 Investment Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • 1620 Investment Advisors's PepsiCo position peaked at $1.43M in Q4 2022.
  • 1,143 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.