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Border to Coast Pensions Partnership’s PepsiCo PEP Stock Holding History

Border to Coast Pensions Partnership’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
Q3 		$19.1M Sell
150,578
-158,691
-51% -$21.9M 0.26% 78
2026
Q2 		$41.8M Hold
309,269
– – 0.62% 51
2026
Q1 		$48.2M Buy
+309,269
New +$48.2M 0.81% 41

Other funds holding PEP

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Border to Coast Pensions Partnership's PEP Position: Q3 2026 in Review

Border to Coast Pensions Partnership reduced its PepsiCo (PEP) stake by 51% in Q3 2026, selling an estimated $21.9M and leaving 150,578 shares worth $19.1M. The position accounts for 0.26% of the portfolio, ranked #78.

Border to Coast Pensions Partnership first reported a position in PEP in Q1 2026 and has held it in 3 quarters since. The position peaked at $48.2M in Q1 2026. 176 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Border to Coast Pensions Partnership held 150,578 shares of PepsiCo worth $19.1M as of Q3 2026.
  • Border to Coast Pensions Partnership sold 158,691 PepsiCo shares in Q3 2026, an estimated $21.9M.
  • PepsiCo made up 0.26% of Border to Coast Pensions Partnership's portfolio in Q3 2026, its #78 holding.
  • Border to Coast Pensions Partnership first reported a position in PepsiCo in Q1 2026 and has held it in 3 quarters since.
  • Border to Coast Pensions Partnership's PepsiCo position peaked at $48.2M in Q1 2026.
  • 176 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q3 2026, filed 9 Oct 2026.