C2C Wealth Management’s PepsiCo PEP Stock Holding History

C2C 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	$210K	Hold	1,548	–	–	0.16%	87
2026 Q1	$240K	Buy	1,548 +110	+8%	+$17.1K	0.2%	79
2025 Q4	$206K	Sell	1,438 -256	-15%	-$37.6K	0.17%	84
2025 Q3	$238K	Hold	1,694	–	–	0.2%	77
2025 Q2	$224K	Sell	1,694 -90	-5%	-$12.1K	0.2%	77
2025 Q1	$267K	Sell	1,784 -110	-6%	-$16.4K	0.25%	71
2024 Q4	$288K	Hold	1,894	–	–	0.27%	69
2024 Q3	$315K	Sell	1,894 -192	-9%	-$33K	0.29%	65
2024 Q2	$344K	Hold	2,086	–	–	0.34%	58
2024 Q1	$365K	Sell	2,086 -1,500	-42%	-$253K	0.36%	54
2023 Q4	$607K	Sell	3,586 -2,004	-36%	-$332K	0.51%	49
2023 Q3	$941K	Hold	5,590	–	–	0.13%	84
2023 Q2	$1.04M	Buy	5,590 +600	+12%	+$112K	0.14%	75
2023 Q1	$911K	Buy	4,990 +1,436	+40%	+$251K	0.15%	91
2022 Q4	$607K	Hold	3,554	–	–	0.11%	88
2022 Q3	$594K	Buy	3,554 +1	+0%	+$172	0.12%	91
2022 Q2	$604K	Buy	3,553 +1	+0%	+$168	0.11%	91
2022 Q1	$621K	Sell	3,552 -670	-16%	-$112K	0.11%	100
2021 Q4	$733K	Buy	+4,222	New	+$690K	0.11%	103

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

C2C Wealth Management's PEP Position: Q2 2026 in Review

C2C Wealth Management held its PepsiCo (PEP) position steady in Q2 2026 at 1,548 shares worth $210K. The position accounts for 0.16% of the portfolio, ranked #87.

C2C Wealth Management first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.04M in Q2 2023. 1,063 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

C2C Wealth Management held 1,548 shares of PepsiCo worth $210K as of Q2 2026.
C2C Wealth Management left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.16% of C2C Wealth Management's portfolio in Q2 2026, its #87 holding.
C2C Wealth Management first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
C2C Wealth Management's PepsiCo position peaked at $1.04M in Q2 2023.
1,063 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.