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Bay Capital Advisors’s PepsiCo PEP Stock Holding History

Bay Capital Advisors’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 		$371K Sell
2,737
-11
-0.4% -$1.65K 0.2% 78
2026
Q1 		$427K Sell
2,748
-116
-4% -$18.1K 0.26% 68
2025
Q4 		$411K Sell
2,864
-59
-2% -$8.67K 0.25% 71
2025
Q3 		$411K Sell
2,923
-471
-14% -$67.3K 0.27% 72
2025
Q2 		$448K Sell
3,394
-376
-10% -$50.6K 0.34% 67
2025
Q1 		$565K Sell
3,770
-57
-1% -$8.48K 0.47% 48
2024
Q4 		$582K Buy
+3,827
New +$627K 0.47% 49

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

Bay Capital Advisors's PEP Position: Q2 2026 in Review

Bay Capital Advisors reduced its PepsiCo (PEP) stake by 0.4% in Q2 2026, selling an estimated $1.65K and leaving 2,737 shares worth $371K. The position accounts for 0.2% of the portfolio, ranked #78.

Bay Capital Advisors first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $582K in Q4 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Bay Capital Advisors held 2,737 shares of PepsiCo worth $371K as of Q2 2026.
  • Bay Capital Advisors sold 11 PepsiCo shares in Q2 2026, an estimated $1.65K.
  • PepsiCo made up 0.2% of Bay Capital Advisors's portfolio in Q2 2026, its #78 holding.
  • Bay Capital Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Bay Capital Advisors's PepsiCo position peaked at $582K in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.