Builder Investment Group’s PepsiCo PEP Stock Holding History

Builder Investment Group’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	$3.55M	Buy	26,210 +600	+2%	+$89.7K	0.7%	31
2026 Q1	$3.98M	Sell	25,610 -25	-0.1%	-$3.9K	0.86%	27
2025 Q4	$3.68M	Sell	25,635 -230	-0.9%	-$33.8K	0.79%	27
2025 Q3	$3.63M	Hold	25,865	–	–	0.82%	27
2025 Q2	$3.42M	Sell	25,865 -300	-1%	-$40.4K	0.84%	26
2025 Q1	$3.92M	Buy	26,165 +25	+0.1%	+$3.72K	1.12%	23
2024 Q4	$3.97M	Sell	26,140 -6	-0%	-$983	1.08%	24
2024 Q3	$4.45M	Hold	26,146	–	–	1.19%	23
2024 Q2	$4.31M	Buy	26,146 +1,460	+6%	+$252K	1.18%	24
2024 Q1	$4.32M	Sell	24,686 -382	-2%	-$64.3K	1.26%	22
2023 Q4	$4.26M	Buy	25,068 +3,000	+14%	+$498K	1.53%	18
2023 Q3	$3.74M	Hold	22,068	–	–	1.47%	22
2023 Q2	$4.09M	Sell	22,068 -500	-2%	-$93.3K	1.6%	21
2023 Q1	$4.11M	Hold	22,568	–	–	1.79%	22
2022 Q4	$4.08M	Buy	+22,568	New	+$4.03M	1.94%	20

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Builder Investment Group's PEP Position: Q2 2026 in Review

Builder Investment Group increased its PepsiCo (PEP) stake by 2.3% in Q2 2026, buying an estimated $89.7K and bringing the position to 26,210 shares worth $3.55M. The position accounts for 0.7% of the portfolio, ranked #31.

Builder Investment Group first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.45M in Q3 2024. 759 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Builder Investment Group held 26,210 shares of PepsiCo worth $3.55M as of Q2 2026.
Builder Investment Group bought 600 PepsiCo shares in Q2 2026, an estimated $89.7K.
PepsiCo made up 0.7% of Builder Investment Group's portfolio in Q2 2026, its #31 holding.
Builder Investment Group first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
Builder Investment Group's PepsiCo position peaked at $4.45M in Q3 2024.
759 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.