BFW
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Brady Family Wealth’s PepsiCo PEP Stock Holding History

Brady Family Wealth’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 		$4.24M Sell
31,282
-748
-2% -$112K 1.22% 31
2026
Q1 		$4.97M Sell
32,030
-318
-1% -$49.6K 1.55% 23
2025
Q4 		$4.64M Sell
32,348
-1,176
-4% -$173K 1.43% 25
2025
Q3 		$4.71M Sell
33,524
-2,850
-8% -$407K 1.46% 27
2025
Q2 		$4.8M Sell
36,374
-424
-1% -$57.1K 1.49% 23
2025
Q1 		$5.52M Sell
36,798
-1,974
-5% -$294K 1.76% 18
2024
Q4 		$5.9M Sell
38,772
-1,633
-4% -$268K 1.81% 17
2024
Q3 		$6.87M Buy
40,405
+178
+0.4% +$30.6K 2.06% 11
2024
Q2 		$6.63M Buy
40,227
+433
+1% +$74.7K 2.14% 10
2024
Q1 		$6.96M Buy
39,794
+1,538
+4% +$259K 2.26% 10
2023
Q4 		$6.5M Buy
38,256
+3,134
+9% +$520K 2.23% 10
2023
Q3 		$5.95M Buy
35,122
+274
+0.8% +$49.8K 2.3% 10
2023
Q2 		$6.45M Sell
34,848
-35
-0.1% -$6.53K 2.4% 9
2023
Q1 		$6.36M Sell
34,883
-155
-0.4% -$27.1K 2.51% 7
2022
Q4 		$6.33M Buy
+35,038
New +$6.25M 2.61% 7

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

Brady Family Wealth's PEP Position: Q2 2026 in Review

Brady Family Wealth reduced its PepsiCo (PEP) stake by 2.3% in Q2 2026, selling an estimated $112K and leaving 31,282 shares worth $4.24M. The position accounts for 1.22% of the portfolio, ranked #31.

Brady Family Wealth first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.96M in Q1 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Brady Family Wealth held 31,282 shares of PepsiCo worth $4.24M as of Q2 2026.
  • Brady Family Wealth sold 748 PepsiCo shares in Q2 2026, an estimated $112K.
  • PepsiCo made up 1.22% of Brady Family Wealth's portfolio in Q2 2026, its #31 holding.
  • Brady Family Wealth first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's PepsiCo position peaked at $6.96M in Q1 2024.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.