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Apella Capital’s PepsiCo PEP Stock Holding History

Apella Capital’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 		$4.85M Sell
33,464
-34
-0.1% -$5.08K 0.07% 168
2026
Q1 		$5.28M Buy
33,498
+5,875
+21% +$915K 0.08% 158
2025
Q4 		$3.96M Buy
27,623
+4,862
+21% +$714K 0.08% 146
2025
Q3 		$3.47M Buy
22,761
+612
+3% +$87.4K 0.08% 145
2025
Q2 		$2.98M Sell
22,149
-447
-2% -$60.2K 0.08% 136
2025
Q1 		$3.29M Buy
22,596
+12,601
+126% +$1.88M 0.11% 107
2024
Q4 		$1.52M Buy
9,995
+111
+1% +$18.2K 0.06% 135
2024
Q3 		$1.68M Buy
9,884
+227
+2% +$39K 0.07% 117
2024
Q2 		$1.56M Buy
9,657
+2,262
+31% +$390K 0.07% 118
2024
Q1 		$1.26M Sell
7,395
-33
-0.4% -$5.56K 0.06% 125
2023
Q4 		$1.27M Buy
7,428
+535
+8% +$88.7K 0.07% 119
2023
Q3 		$1.17M Buy
6,893
+44
+0.6% +$7.99K 0.08% 108
2023
Q2 		$1.27M Buy
+6,849
New +$1.28M 0.09% 99
2022
Q4 		$711K Buy
3,935
+921
+31% +$164K 0.06% 130
2022
Q3 		$492K Buy
3,014
+127
+4% +$21.9K 0.06% 138
2022
Q2 		$481K Buy
2,887
+298
+12% +$50.2K 0.06% 146
2022
Q1 		$433K Buy
2,589
+172
+7% +$28.9K 0.06% 136
2021
Q4 		$420K Sell
2,417
-233
-9% -$38.1K 0.05% 138
2021
Q3 		$399K Sell
2,650
-791
-23% -$122K 0.06% 142
2021
Q2 		$510K Buy
3,441
+255
+8% +$37.2K 0.08% 135
2021
Q1 		$451K Sell
3,186
-791
-20% -$109K 0.14% 87
2020
Q4 		$590K Sell
3,977
-6
-0.2% -$853 0.21% 78
2020
Q3 		$552K Hold
3,983
– – 0.22% 74
2020
Q2 		$527K Hold
3,983
– – 0.25% 75
2020
Q1 		$478K Buy
+3,983
New +$538K 0.28% 67

Other funds holding PEP

Assenagon Asset Management
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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
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

Apella Capital's PEP Position: Q2 2026 in Review

Apella Capital reduced its PepsiCo (PEP) stake by 0.1% in Q2 2026, selling an estimated $5.08K and leaving 33,464 shares worth $4.85M. The position accounts for 0.07% of the portfolio, ranked #168.

Apella Capital first reported a position in PEP in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.28M in Q1 2026. 822 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Apella Capital held 33,464 shares of PepsiCo worth $4.85M as of Q2 2026.
  • Apella Capital sold 34 PepsiCo shares in Q2 2026, an estimated $5.08K.
  • PepsiCo made up 0.07% of Apella Capital's portfolio in Q2 2026, its #168 holding.
  • Apella Capital first reported a position in PepsiCo in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's PepsiCo position peaked at $5.28M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.