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Ares Financial Consulting’s PepsiCo PEP Stock Holding History

Ares Financial Consulting’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 		$69.2K Hold
511
– – 0.05% 184
2026
Q1 		$79K Buy
511
+260
+104% +$40.5K 0.06% 159
2025
Q4 		$36K Buy
+251
New +$36.9K 0.03% 194

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Assenagon Asset Management
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Sumitomo Mitsui Trust Group
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DekaBank Deutsche Girozentrale
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
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TD Asset Management
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ares Financial Consulting's PEP Position: Q2 2026 in Review

Ares Financial Consulting held its PepsiCo (PEP) position steady in Q2 2026 at 511 shares worth $69.2K. The position accounts for 0.05% of the portfolio, ranked #184.

Ares Financial Consulting first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $79K in Q1 2026. 1,995 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Ares Financial Consulting held 511 shares of PepsiCo worth $69.2K as of Q2 2026.
  • Ares Financial Consulting left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.05% of Ares Financial Consulting's portfolio in Q2 2026, its #184 holding.
  • Ares Financial Consulting first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's PepsiCo position peaked at $79K in Q1 2026.
  • 1,995 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.