Brown Miller Wealth Management’s PepsiCo PEP Stock Holding History

Brown Miller Wealth Management’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	$610K	Hold	4,502	–	–	0.15%	106
2026 Q1	$699K	Sell	4,502 -775	-15%	-$121K	0.2%	87
2025 Q4	$757K	Sell	5,277 -429	-8%	-$63K	0.21%	79
2025 Q3	$801K	Sell	5,706 -2,389	-30%	-$341K	0.23%	79
2025 Q2	$1.07M	Sell	8,095 -320	-4%	-$43.1K	0.33%	62
2025 Q1	$1.26M	Buy	8,415 +3,780	+82%	+$563K	0.44%	56
2024 Q4	$705K	Sell	4,635 -1,111	-19%	-$182K	0.27%	67
2024 Q3	$977K	Sell	5,746 -2	-0%	-$344	0.38%	55
2024 Q2	$948K	Sell	5,748 -1,117	-16%	-$193K	0.39%	53
2024 Q1	$1.2M	Buy	6,865 +1,404	+26%	+$236K	0.53%	51
2023 Q4	$927K	Sell	5,461 -802	-13%	-$133K	0.46%	51
2023 Q3	$1.06M	Buy	6,263 +4	+0.1%	+$726	0.59%	50
2023 Q2	$1.16M	Buy	6,259 +3	+0%	+$560	0.63%	45
2023 Q1	$1.14M	Buy	6,256 +4	+0.1%	+$699	0.67%	44
2022 Q4	$1.13M	Hold	6,252	–	–	0.71%	46
2022 Q3	$1.02M	Sell	6,252 -10	-0.2%	-$1.72K	0.72%	42
2022 Q2	$1.04M	Sell	6,262 -1	-0%	-$168	0.71%	45
2022 Q1	$1.05M	Sell	6,263 -429	-6%	-$72K	0.61%	46
2021 Q4	$1.16M	Sell	6,692 -265	-4%	-$43.3K	0.66%	43
2021 Q3	$1.05M	Sell	6,957 -6,834	-50%	-$1.06M	0.66%	45
2021 Q2	$2.04M	Buy	13,791 +323	+2%	+$47.1K	1.31%	23
2021 Q1	$1.91M	Buy	13,468 +483	+4%	+$66.3K	1.35%	20
2020 Q4	$1.93M	Buy	+12,985	New	+$1.85M	1.45%	18

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Brown Miller Wealth Management's PEP Position: Q2 2026 in Review

Brown Miller Wealth Management held its PepsiCo (PEP) position steady in Q2 2026 at 4,502 shares worth $610K. The position accounts for 0.15% of the portfolio, ranked #106.

Brown Miller Wealth Management first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.04M in Q2 2021. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Brown Miller Wealth Management held 4,502 shares of PepsiCo worth $610K as of Q2 2026.
Brown Miller Wealth Management left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.15% of Brown Miller Wealth Management's portfolio in Q2 2026, its #106 holding.
Brown Miller Wealth Management first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
Brown Miller Wealth Management's PepsiCo position peaked at $2.04M in Q2 2021.
1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.