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Beacon Financial Strategies’s PepsiCo PEP Stock Holding History

Beacon Financial Strategies’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 		$85K Sell
628
-80
-11% -$12K 0.04% 72
2026
Q1 		$110K Hold
708
– – 0.06% 54
2025
Q4 		$102K Buy
+708
New +$104K 0.06% 55

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Beacon Financial Strategies's PEP Position: Q2 2026 in Review

Beacon Financial Strategies reduced its PepsiCo (PEP) stake by 11% in Q2 2026, selling an estimated $12K and leaving 628 shares worth $85K. The position accounts for 0.04% of the portfolio, ranked #72.

Beacon Financial Strategies first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $110K in Q1 2026. 585 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Beacon Financial Strategies held 628 shares of PepsiCo worth $85K as of Q2 2026.
  • Beacon Financial Strategies sold 80 PepsiCo shares in Q2 2026, an estimated $12K.
  • PepsiCo made up 0.04% of Beacon Financial Strategies's portfolio in Q2 2026, its #72 holding.
  • Beacon Financial Strategies first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's PepsiCo position peaked at $110K in Q1 2026.
  • 585 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.