Auto-Owners Insurance’s PepsiCo PEP Stock Holding History

Auto-Owners Insurance’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	$44.6M	Sell	329,278 -13,900	-4%	-$2.08M	1.01%	22
2026 Q1	$53.3M	Hold	343,178	–	–	1.12%	22
2025 Q4	$49.3M	Buy	343,178 +13,900	+4%	+$2.04M	1.03%	23
2025 Q3	$46.2M	Hold	329,278	–	–	1.19%	21
2025 Q2	$43.5M	Sell	329,278 -84,622	-20%	-$11.4M	0.97%	26
2025 Q1	$25.1M	Buy	413,900 +70,722	+21%	+$10.5M	0.67%	39
2024 Q4	$52.2M	Buy	343,178 +13,900	+4%	+$2.28M	1.19%	20
2024 Q3	$56M	Hold	329,278	–	–	1.37%	18
2024 Q2	$54.3M	Hold	329,278	–	–	1.43%	17
2024 Q1	$57.6M	Hold	329,278	–	–	1.52%	16
2023 Q4	$55.9M	Hold	329,278	–	–	1.69%	15
2023 Q3	$55.8M	Hold	329,278	–	–	1.86%	14
2023 Q2	$61M	Hold	329,278	–	–	1.98%	14
2023 Q1	$60M	Hold	329,278	–	–	2.07%	12
2022 Q4	$59.5M	Buy	+329,278	New	+$58.7M	2.17%	12

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Auto-Owners Insurance's PEP Position: Q2 2026 in Review

Auto-Owners Insurance reduced its PepsiCo (PEP) stake by 4.1% in Q2 2026, selling an estimated $2.08M and leaving 329,278 shares worth $44.6M. The position accounts for 1.01% of the portfolio, ranked #22.

Auto-Owners Insurance first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $61M in Q2 2023. 3,407 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Auto-Owners Insurance held 329,278 shares of PepsiCo worth $44.6M as of Q2 2026.
Auto-Owners Insurance sold 13,900 PepsiCo shares in Q2 2026, an estimated $2.08M.
PepsiCo made up 1.01% of Auto-Owners Insurance's portfolio in Q2 2026, its #22 holding.
Auto-Owners Insurance first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
Auto-Owners Insurance's PepsiCo position peaked at $61M in Q2 2023.
3,407 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Auto-Owners Insurance's 13F filing for Q2 2026, filed 15 Jul 2026.