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Buttonwood Financial Advisors’s PepsiCo PEP Stock Holding History

Buttonwood 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 		$1.55M Sell
11,426
-201
-2% -$30.1K 0.47% 43
2026
Q1 		$1.81M Sell
11,627
-578
-5% -$90.1K 0.6% 45
2025
Q4 		$1.75M Sell
12,205
-2,022
-14% -$297K 0.58% 38
2025
Q3 		$2M Buy
14,227
+3,446
+32% +$492K 0.69% 36
2025
Q2 		$1.42M Buy
10,781
+2,907
+37% +$392K 0.57% 36
2025
Q1 		$1.18M Buy
7,874
+347
+5% +$51.6K 0.52% 38
2024
Q4 		$1.14M Buy
7,527
+344
+5% +$56.4K 0.5% 43
2024
Q3 		$1.22M Sell
7,183
-72
-1% -$12.4K 0.53% 43
2024
Q2 		$1.2M Sell
7,255
-955
-12% -$165K 0.56% 43
2024
Q1 		$1.44M Buy
8,210
+2,479
+43% +$417K 0.68% 39
2023
Q4 		$973K Buy
5,731
+404
+8% +$67K 0.53% 48
2023
Q3 		$903K Buy
5,327
+364
+7% +$66.1K 0.57% 44
2023
Q2 		$919K Buy
4,963
+619
+14% +$116K 0.58% 43
2023
Q1 		$792K Sell
4,344
-22
-0.5% -$3.85K 0.61% 42
2022
Q4 		$789K Sell
4,366
-758
-15% -$135K 0.66% 42
2022
Q3 		$895K Sell
5,124
-10
-0.2% -$1.72K 0.81% 34
2022
Q2 		$856K Buy
5,134
+2,792
+119% +$470K 0.77% 39
2022
Q1 		$392K Buy
+2,342
New +$393K 0.35% 50

Other funds holding PEP

Assenagon Asset Management
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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Buttonwood Financial Advisors reduced its PepsiCo (PEP) stake by 1.7% in Q2 2026, selling an estimated $30.1K and leaving 11,426 shares worth $1.55M. The position accounts for 0.47% of the portfolio, ranked #43.

Buttonwood Financial Advisors first reported a position in PEP in Q1 2022 and has held it in 18 quarters since. The position peaked at $2M in Q3 2025. 867 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Buttonwood Financial Advisors held 11,426 shares of PepsiCo worth $1.55M as of Q2 2026.
  • Buttonwood Financial Advisors sold 201 PepsiCo shares in Q2 2026, an estimated $30.1K.
  • PepsiCo made up 0.47% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Buttonwood Financial Advisors first reported a position in PepsiCo in Q1 2022 and has held it in 18 quarters since.
  • Buttonwood Financial Advisors's PepsiCo position peaked at $2M in Q3 2025.
  • 867 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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