Aspect Partners’s PepsiCo PEP Stock Holding History

Aspect 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 Q3	$63.5K	Buy	501 +2	+0.4%	+$276	0.02%	135
2026 Q2	$67.6K	Hold	499	–	–	0.03%	132
2026 Q1	$77.5K	Hold	499	–	–	0.03%	120
2025 Q4	$71.6K	Buy	499 +15	+3%	+$2.2K	0.03%	122
2025 Q3	$68K	Sell	484 -213	-31%	-$30.4K	0.03%	134
2025 Q2	$92K	Buy	697 +209	+43%	+$28.2K	0.05%	120
2025 Q1	$73.2K	Sell	488 -1	-0.2%	-$149	0.04%	112
2024 Q4	$74.4K	Sell	489 -9	-2%	-$1.48K	0.04%	109
2024 Q3	$84.7K	Buy	498 +1	+0.2%	+$172	0.05%	101
2024 Q2	$82K	Hold	497	–	–	0.05%	100
2024 Q1	$87K	Hold	497	–	–	0.07%	97
2023 Q4	$84.4K	Buy	+497	New	+$82.4K	0.05%	94

Other funds holding PEP

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Aspect Partners's PEP Position: Q3 2026 in Review

Aspect Partners increased its PepsiCo (PEP) stake by 0.4% in Q3 2026, buying an estimated $276 and bringing the position to 501 shares worth $63.5K. The position accounts for 0.02% of the portfolio, ranked #135.

Aspect Partners first reported a position in PEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $92K in Q2 2025. 1,041 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Aspect Partners held 501 shares of PepsiCo worth $63.5K as of Q3 2026.
Aspect Partners bought 2 PepsiCo shares in Q3 2026, an estimated $276.
PepsiCo made up 0.02% of Aspect Partners's portfolio in Q3 2026, its #135 holding.
Aspect Partners first reported a position in PepsiCo in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's PepsiCo position peaked at $92K in Q2 2025.
1,041 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.