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ARS Investment Partners’s PepsiCo PEP Stock Holding History

ARS Investment Partners’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 		$2.14M Sell
15,814
-122
-0.8% -$18.2K 0.09% 79
2026
Q1 		$2.47M Hold
15,936
– – 0.13% 67
2025
Q4 		$2.29M Buy
15,936
+120
+0.8% +$17.6K 0.13% 73
2025
Q3 		$2.22M Sell
15,816
-217
-1% -$31K 0.15% 69
2025
Q2 		$2.12M Sell
16,033
-823
-5% -$111K 0.15% 70
2025
Q1 		$2.56M Hold
16,856
– – 0.23% 55
2024
Q4 		$2.56M Sell
16,856
-25
-0.1% -$4.1K 0.23% 56
2024
Q3 		$2.87M Buy
16,881
+157
+0.9% +$27K 0.26% 54
2024
Q2 		$2.76M Sell
16,724
-262
-2% -$45.2K 0.26% 53
2024
Q1 		$2.97M Sell
16,986
-210
-1% -$35.4K 0.3% 52
2023
Q4 		$2.92M Hold
17,196
– – 0.32% 51
2023
Q3 		$2.91M Sell
17,196
-25
-0.1% -$4.54K 0.36% 52
2023
Q2 		$3.19M Sell
17,221
-65
-0.4% -$12.1K 0.37% 51
2023
Q1 		$3.15M Hold
17,286
– – 0.38% 52
2022
Q4 		$3.12M Sell
17,286
-413
-2% -$73.7K 0.42% 49
2022
Q3 		$2.89M Buy
17,699
+460
+3% +$79.3K 0.4% 48
2022
Q2 		$2.87M Sell
17,239
-10
-0.1% -$1.68K 0.39% 49
2022
Q1 		$2.89M Sell
17,249
-63
-0.4% -$10.6K 0.28% 62
2021
Q4 		$3.01M Buy
17,312
+10
+0.1% +$1.63K 0.28% 59
2021
Q3 		$2.6M Sell
17,302
-161
-0.9% -$24.9K 0.26% 64
2021
Q2 		$2.59M Sell
17,463
-163
-0.9% -$23.7K 0.26% 60
2021
Q1 		$2.49M Sell
17,626
-21,186
-55% -$2.91M 0.29% 58
2020
Q4 		$5.76M Buy
38,812
+78
+0.2% +$11.1K 0.71% 41
2020
Q3 		$5.37M Sell
38,734
-1,456
-4% -$198K 0.84% 34
2020
Q2 		$5.32M Sell
40,190
-638
-2% -$84.1K 1% 31
2020
Q1 		$4.9M Buy
40,828
+640
+2% +$86.5K 1.18% 28
2019
Q4 		$5.49M Buy
40,188
+2,158
+6% +$294K 0.92% 33
2019
Q3 		$5.21M Sell
38,030
-3,185
-8% -$423K 0.94% 33
2019
Q2 		$5.41M Sell
41,215
-2,641
-6% -$339K 0.91% 31
2019
Q1 		$5.38M Sell
43,856
-819
-2% -$93.3K 0.97% 31
2018
Q4 		$4.94M Buy
44,675
+18
+0% +$2.03K 1.04% 26
2018
Q3 		$4.99M Buy
44,657
+1,056
+2% +$120K 0.77% 35
2018
Q2 		$4.75M Buy
43,601
+399
+0.9% +$41.2K 0.76% 35
2018
Q1 		$4.71M Buy
43,202
+1,130
+3% +$129K 0.58% 43
2017
Q4 		$5.04M Sell
42,072
-330
-0.8% -$37.7K 0.61% 44
2017
Q3 		$4.72M Buy
42,402
+779
+2% +$90K 0.61% 46
2017
Q2 		$4.81M Buy
41,623
+726
+2% +$83.3K 0.66% 44
2017
Q1 		$4.58M Sell
40,897
-389
-0.9% -$41.7K 0.66% 44
2016
Q4 		$4.32M Sell
41,286
-2,985
-7% -$313K 0.67% 47
2016
Q3 		$4.82M Buy
44,271
+25
+0.1% +$2.69K 1.06% 41
2016
Q2 		$4.69M Buy
44,246
+343
+0.8% +$35.4K 1.05% 41
2016
Q1 		$4.5M Sell
43,903
-379
-0.9% -$37.4K 1.05% 40
2015
Q4 		$4.42M Buy
44,282
+1,185
+3% +$118K 1.04% 37
2015
Q3 		$4.06M Sell
43,097
-856
-2% -$81.4K 0.93% 44
2015
Q2 		$4.1M Sell
43,953
-759
-2% -$72.5K 0.75% 48
2015
Q1 		$4.28M Sell
44,712
-800
-2% -$77.4K 0.79% 46
2014
Q4 		$4.3M Buy
45,512
+620
+1% +$59.4K 0.73% 47
2014
Q3 		$4.18M Buy
44,892
+1,155
+3% +$105K 0.64% 46
2014
Q2 		$3.91M Buy
43,737
+3,605
+9% +$311K 0.6% 49
2014
Q1 		$3.35M Sell
40,132
-5,649
-12% -$459K 0.59% 49
2013
Q4 		$3.8M Sell
45,781
-14,603
-24% -$1.21M 0.64% 44
2013
Q3 		$4.8M Sell
60,384
-1,236
-2% -$102K 0.82% 41
2013
Q2 		$5.04M Buy
+61,620
New +$5.03M 0.89% 41

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

ARS Investment Partners's PEP Position: Q2 2026 in Review

ARS Investment Partners reduced its PepsiCo (PEP) stake by 0.77% in Q2 2026, selling an estimated $18.2K and leaving 15,814 shares worth $2.14M. The position accounts for 0.09% of the portfolio, ranked #79.

ARS Investment Partners first reported a position in PEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.76M in Q4 2020. 1,019 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • ARS Investment Partners held 15,814 shares of PepsiCo worth $2.14M as of Q2 2026.
  • ARS Investment Partners sold 122 PepsiCo shares in Q2 2026, an estimated $18.2K.
  • PepsiCo made up 0.09% of ARS Investment Partners's portfolio in Q2 2026, its #79 holding.
  • ARS Investment Partners first reported a position in PepsiCo in Q2 2013 and has held it in 53 quarters since.
  • ARS Investment Partners's PepsiCo position peaked at $5.76M in Q4 2020.
  • 1,019 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.