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Benedict Financial Advisors’s PepsiCo PEP Stock Holding History

Benedict Financial 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 		$1.74M Buy
12,831
+16
+0.1% +$2.39K 0.34% 90
2026
Q1 		$1.99M Sell
12,815
-1,631
-11% -$254K 0.41% 84
2025
Q4 		$2.07M Sell
14,446
-466
-3% -$68.5K 0.44% 81
2025
Q3 		$2.09M Sell
14,912
-283
-2% -$40.4K 0.45% 78
2025
Q2 		$2.01M Buy
15,195
+42
+0.3% +$5.66K 0.45% 76
2025
Q1 		$2.27M Sell
15,153
-181
-1% -$26.9K 0.53% 68
2024
Q4 		$2.33M Sell
15,334
-193
-1% -$31.6K 0.57% 67
2024
Q3 		$2.64M Sell
15,527
-541
-3% -$92.9K 0.62% 63
2024
Q2 		$2.65M Sell
16,068
-308
-2% -$53.2K 0.67% 59
2024
Q1 		$2.87M Sell
16,376
-106
-0.6% -$17.8K 0.73% 54
2023
Q4 		$2.8M Sell
16,482
-1,025
-6% -$170K 0.76% 50
2023
Q3 		$2.97M Sell
17,507
-149
-0.8% -$27.1K 0.86% 45
2023
Q2 		$3.27M Sell
17,656
-269
-2% -$50.2K 0.9% 43
2023
Q1 		$3.27M Sell
17,925
-234
-1% -$40.9K 0.92% 44
2022
Q4 		$3.28M Sell
18,159
-23
-0.1% -$4.1K 0.97% 42
2022
Q3 		$2.97M Sell
18,182
-32
-0.2% -$5.51K 0.95% 42
2022
Q2 		$3.04M Sell
18,214
-117
-0.6% -$19.7K 0.9% 42
2022
Q1 		$3.07M Buy
18,331
+207
+1% +$34.8K 0.82% 49
2021
Q4 		$3.15M Sell
18,124
-215
-1% -$35.1K 0.82% 49
2021
Q3 		$2.76M Buy
18,339
+122
+0.7% +$18.9K 0.77% 52
2021
Q2 		$2.7M Sell
18,217
-298
-2% -$43.4K 0.75% 51
2021
Q1 		$2.62M Buy
18,515
+16,879
+1,032% +$2.32M 0.76% 50
2020
Q4 		$243K Hold
1,636
– – 0.09% 97
2020
Q3 		$227K Buy
+1,636
New +$223K 0.09% 97

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

Benedict Financial Advisors's PEP Position: Q2 2026 in Review

Benedict Financial Advisors increased its PepsiCo (PEP) stake by 0.12% in Q2 2026, buying an estimated $2.39K and bringing the position to 12,831 shares worth $1.74M. The position accounts for 0.34% of the portfolio, ranked #90.

Benedict Financial Advisors first reported a position in PEP in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.28M in Q4 2022. 1,032 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Benedict Financial Advisors held 12,831 shares of PepsiCo worth $1.74M as of Q2 2026.
  • Benedict Financial Advisors bought 16 PepsiCo shares in Q2 2026, an estimated $2.39K.
  • PepsiCo made up 0.34% of Benedict Financial Advisors's portfolio in Q2 2026, its #90 holding.
  • Benedict Financial Advisors first reported a position in PepsiCo in Q3 2020 and has held it in 24 quarters since.
  • Benedict Financial Advisors's PepsiCo position peaked at $3.28M in Q4 2022.
  • 1,032 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.