Atwood & Palmer’s PepsiCo PEP Stock Holding History

Atwood & Palmer’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	$1.76M	Sell	13,016 -296	-2%	-$44.3K	0.09%	74
2026 Q1	$2.07M	Sell	13,312 -274	-2%	-$42.7K	0.12%	68
2025 Q4	$1.95M	Hold	13,586	–	–	0.11%	72
2025 Q3	$1.91M	Hold	13,586	–	–	0.11%	68
2025 Q2	$1.79M	Sell	13,586 -507	-4%	-$68.3K	0.11%	70
2025 Q1	$2.11M	Buy	14,093 +331	+2%	+$49.3K	0.15%	64
2024 Q4	$2.09M	Buy	13,762 +9	+0.1%	+$1.48K	0.14%	63
2024 Q3	$2.34M	Buy	13,753 +160	+1%	+$27.5K	0.16%	62
2024 Q2	$2.24M	Hold	13,593	–	–	0.17%	61
2024 Q1	$2.38M	Buy	13,593 +66	+0.5%	+$11.1K	0.18%	59
2023 Q4	$2.3M	Buy	13,527 +457	+3%	+$75.8K	0.19%	60
2023 Q3	$2.21M	Hold	13,070	–	–	0.19%	60
2023 Q2	$2.42M	Buy	13,070 +350	+3%	+$65.3K	0.22%	66
2023 Q1	$2.32M	Hold	12,720	–	–	0.22%	66
2022 Q4	$2.3M	Hold	12,720	–	–	0.21%	70
2022 Q3	$2.08M	Hold	12,720	–	–	0.21%	70
2022 Q2	$2.12M	Sell	12,720 -75	-0.6%	-$12.6K	0.21%	63
2022 Q1	$2.14M	Buy	12,795 +75	+0.6%	+$12.6K	0.18%	65
2021 Q4	$2.21M	Buy	12,720 +32	+0.3%	+$5.23K	0.19%	65
2021 Q3	$1.91M	Hold	12,688	–	–	0.17%	67
2021 Q2	$1.88M	Sell	12,688 -12	-0.1%	-$1.75K	0.17%	68
2021 Q1	$1.8M	Hold	12,700	–	–	0.17%	65
2020 Q4	$1.88M	Buy	12,700 +275	+2%	+$39.1K	0.2%	64
2020 Q3	$1.72M	Buy	12,425 +12	+0.1%	+$1.63K	0.22%	58
2020 Q2	$1.64M	Hold	12,413	–	–	0.22%	57
2020 Q1	$1.49M	Buy	12,413 +263	+2%	+$35.5K	0.23%	57
2019 Q4	$1.66M	Hold	12,150	–	–	0.21%	57
2019 Q3	$1.67M	Hold	12,150	–	–	0.22%	57
2019 Q2	$1.59M	Hold	12,150	–	–	0.22%	61
2019 Q1	$1.49M	Sell	12,150 -420	-3%	-$47.9K	0.21%	58
2018 Q4	$1.39M	Buy	12,570 +290	+2%	+$32.7K	0.22%	58
2018 Q3	$1.37M	Sell	12,280 -66	-0.5%	-$7.47K	0.18%	61
2018 Q2	$1.34M	Sell	12,346 -1,059	-8%	-$109K	0.18%	59
2018 Q1	$1.46M	Buy	13,405 +625	+5%	+$71.1K	0.21%	57
2017 Q4	$1.53M	Hold	12,780	–	–	0.22%	58
2017 Q3	$1.42M	Hold	12,780	–	–	0.21%	58
2017 Q2	$1.48M	Buy	12,780 +650	+5%	+$74.6K	0.23%	57
2017 Q1	$1.36M	Sell	12,130 -81	-0.7%	-$8.69K	0.22%	56
2016 Q4	$1.28M	Hold	12,211	–	–	0.23%	54
2016 Q3	$1.33M	Buy	12,211 +81	+0.7%	+$8.73K	0.24%	53
2016 Q2	$1.28M	Hold	12,130	–	–	0.23%	57
2016 Q1	$1.24M	Sell	12,130 -100	-0.8%	-$9.88K	0.22%	60
2015 Q4	$1.22M	Hold	12,230	–	–	0.23%	63
2015 Q3	$1.15M	Hold	12,230	–	–	0.23%	65
2015 Q2	$1.14M	Hold	12,230	–	–	0.21%	68
2015 Q1	$1.17M	Sell	12,230 -285	-2%	-$27.6K	0.21%	69
2014 Q4	$1.18M	Buy	12,515 +100	+0.8%	+$9.59K	0.22%	62
2014 Q3	$1.16M	Buy	12,415 +11,915	+2,383%	+$1.09M	0.22%	62
2014 Q2	$45K	Sell	500 -12,265	-96%	-$1.06M	0.01%	194
2014 Q1	$1.07M	Buy	12,765 +500	+4%	+$40.6K	0.25%	50
2013 Q4	$1.02M	Buy	12,265 +65	+0.5%	+$5.4K	0.25%	47
2013 Q3	$970K	Hold	12,200	–	–	0.27%	45
2013 Q2	$998K	Buy	+12,200	New	+$996K	0.27%	44

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Atwood & Palmer's PEP Position: Q2 2026 in Review

Atwood & Palmer reduced its PepsiCo (PEP) stake by 2.2% in Q2 2026, selling an estimated $44.3K and leaving 13,016 shares worth $1.76M. The position accounts for 0.09% of the portfolio, ranked #74.

Atwood & Palmer first reported a position in PEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.42M in Q2 2023. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Atwood & Palmer held 13,016 shares of PepsiCo worth $1.76M as of Q2 2026.
Atwood & Palmer sold 296 PepsiCo shares in Q2 2026, an estimated $44.3K.
PepsiCo made up 0.09% of Atwood & Palmer's portfolio in Q2 2026, its #74 holding.
Atwood & Palmer first reported a position in PepsiCo in Q2 2013 and has held it in 53 quarters since.
Atwood & Palmer's PepsiCo position peaked at $2.42M in Q2 2023.
1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.