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Angeles Investment Advisors’s PepsiCo PEP Stock Holding History

Angeles 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 		$423K Hold
3,126
– – 0.03% 27
2026
Q1 		$485K Hold
3,126
– – 0.03% 26
2025
Q4 		$449K Hold
3,126
– – 0.03% 23
2025
Q3 		$439K Hold
3,126
– – 0.03% 22
2025
Q2 		$413K Hold
3,126
– – 0.02% 22
2025
Q1 		$469K Buy
+3,126
New +$465K 0.03% 25
2024
Q2 		– Sell
-2,561
Closed -$448K – 237
2024
Q1 		$448K Sell
2,561
-191
-7% -$32.2K 0.02% 132
2023
Q4 		$467K Buy
2,752
+125
+5% +$20.7K 0.03% 107
2023
Q3 		$445K Sell
2,627
-114
-4% -$20.7K 0.03% 91
2023
Q2 		$508K Buy
2,741
+638
+30% +$119K 0.04% 64
2023
Q1 		$383K Buy
+2,103
New +$368K 0.03% 86
2022
Q1 		– Sell
-9,542
Closed -$1.66M – 187
2021
Q4 		$1.66M Buy
9,542
+3,499
+58% +$572K 0.08% 57
2021
Q3 		$909K Buy
6,043
+1,843
+44% +$285K 0.05% 83
2021
Q2 		$622K Hold
4,200
– – 0.04% 86
2021
Q1 		$594K Sell
4,200
-2,000
-32% -$274K 0.05% 73
2020
Q4 		$919K Hold
6,200
– – 0.09% 40
2020
Q3 		$859K Sell
6,200
-650
-9% -$88.4K 0.11% 36
2020
Q2 		$906K Buy
6,850
+1,049
+18% +$138K 0.13% 34
2020
Q1 		$774K Sell
5,801
-304
-5% -$41.1K 0.21% 35
2019
Q4 		$834K Buy
6,105
+426
+8% +$58K 0.17% 35
2019
Q3 		$779K Buy
5,679
+3,133
+123% +$416K 0.17% 35
2019
Q2 		$333K Buy
+2,546
New +$326K 0.08% 48

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

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

Angeles Investment Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 3,126 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #27.

Angeles Investment Advisors first reported a position in PEP in Q2 2019 and has held it in 22 quarters since. The position peaked at $1.66M in Q4 2021. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Angeles Investment Advisors held 3,126 shares of PepsiCo worth $423K as of Q2 2026.
  • Angeles Investment Advisors left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.03% of Angeles Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Angeles Investment Advisors first reported a position in PepsiCo in Q2 2019 and has held it in 22 quarters since.
  • Angeles Investment Advisors's PepsiCo position peaked at $1.66M in Q4 2021.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.