Cambridge Advisors’s PepsiCo PEP Stock Holding History

Cambridge 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	$899K	Buy	6,637 +35	+0.5%	+$5.23K	0.15%	90
2026 Q1	$1.03M	Hold	6,602	–	–	0.2%	82
2025 Q4	$948K	Sell	6,602 -120	-2%	-$17.6K	0.18%	86
2025 Q3	$944K	Buy	6,722 +2,222	+49%	+$317K	0.18%	84
2025 Q2	$594K	Sell	4,500 -2,070	-32%	-$279K	0.12%	107
2025 Q1	$985K	Sell	6,570 -215	-3%	-$32K	0.22%	74
2024 Q4	$1.03M	Sell	6,785 -1,250	-16%	-$205K	0.23%	72
2024 Q3	$1.37M	Sell	8,035 -100	-1%	-$17.2K	0.3%	56
2024 Q2	$1.34M	Sell	8,135 -20	-0.2%	-$3.45K	0.31%	54
2024 Q1	$1.43M	Sell	8,155 -280	-3%	-$47.1K	0.34%	51
2023 Q4	$1.43M	Hold	8,435	–	–	0.36%	44
2023 Q3	$1.43M	Sell	8,435 -105	-1%	-$19.1K	0.38%	41
2023 Q2	$1.58M	Sell	8,540 -1,000	-10%	-$187K	0.4%	35
2023 Q1	$1.74M	Hold	9,540	–	–	0.45%	33
2022 Q4	$1.72M	Sell	9,540 -20	-0.2%	-$3.57K	0.46%	32
2022 Q3	$1.56M	Hold	9,560	–	–	0.45%	34
2022 Q2	$1.59M	Sell	9,560 -70	-0.7%	-$11.8K	0.44%	32
2022 Q1	$1.61M	Sell	9,630 -8	-0.1%	-$1.34K	0.38%	40
2021 Q4	$1.67M	Sell	9,638 -75	-0.8%	-$12.3K	0.38%	39
2021 Q3	$1.46M	Sell	9,713 -15	-0.2%	-$2.32K	0.36%	44
2021 Q2	$1.44M	Sell	9,728 -310	-3%	-$45.2K	0.35%	47
2021 Q1	$1.42M	Sell	10,038 -200	-2%	-$27.4K	0.36%	45
2020 Q4	$1.52M	Hold	10,238	–	–	0.41%	40
2020 Q3	$1.42M	Sell	10,238 -15	-0.1%	-$2.04K	0.42%	37
2020 Q2	$1.36M	Hold	10,253	–	–	0.42%	37
2020 Q1	$1.23M	Buy	10,253 +20	+0.2%	+$2.7K	0.45%	36
2019 Q4	$1.4M	Sell	10,233 -120	-1%	-$16.3K	0.43%	40
2019 Q3	$1.42M	Sell	10,353 -225	-2%	-$29.9K	0.47%	32
2019 Q2	$1.39M	Sell	10,578 -100	-0.9%	-$12.8K	0.46%	36
2019 Q1	$1.31M	Sell	10,678 -196	-2%	-$22.3K	0.45%	40
2018 Q4	$1.2M	Sell	10,874 -50	-0.5%	-$5.64K	0.45%	42
2018 Q3	$1.22M	Hold	10,924	–	–	0.41%	45
2018 Q2	$1.19M	Sell	10,924 -50	-0.5%	-$5.17K	0.42%	47
2018 Q1	$1.2M	Buy	10,974 +830	+8%	+$94.4K	0.43%	42
2017 Q4	$1.22M	Sell	10,144 -675	-6%	-$77.1K	0.44%	40
2017 Q3	$1.21M	Sell	10,819 -300	-3%	-$34.7K	0.46%	37
2017 Q2	$1.28M	Sell	11,119 -1,292	-10%	-$148K	0.52%	36
2017 Q1	$1.39M	Sell	12,411 -443	-3%	-$47.5K	0.57%	33
2016 Q4	$1.34M	Hold	12,854	–	–	0.59%	33
2016 Q3	$1.4M	Sell	12,854 -50	-0.4%	-$5.39K	0.62%	35
2016 Q2	$1.37M	Sell	12,904 -500	-4%	-$51.6K	0.62%	34
2016 Q1	$1.37M	Hold	13,404	–	–	0.64%	34
2015 Q4	$1.34M	Sell	13,404 -461	-3%	-$46K	0.76%	34
2015 Q3	$1.31M	Sell	13,865 -450	-3%	-$42.8K	0.77%	32
2015 Q2	$1.34M	Buy	14,315 +9,778	+216%	+$934K	0.75%	32
2015 Q1	$479K	Sell	4,537 -10,053	-69%	-$973K	0.28%	73
2014 Q4	$1.38M	Buy	+14,590	New	+$1.4M	0.84%	33

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

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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Cambridge Advisors's PEP Position: Q2 2026 in Review

Cambridge Advisors increased its PepsiCo (PEP) stake by 0.53% in Q2 2026, buying an estimated $5.23K and bringing the position to 6,637 shares worth $899K. The position accounts for 0.15% of the portfolio, ranked #90.

Cambridge Advisors first reported a position in PEP in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.74M in Q1 2023. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Cambridge Advisors held 6,637 shares of PepsiCo worth $899K as of Q2 2026.
Cambridge Advisors bought 35 PepsiCo shares in Q2 2026, an estimated $5.23K.
PepsiCo made up 0.15% of Cambridge Advisors's portfolio in Q2 2026, its #90 holding.
Cambridge Advisors first reported a position in PepsiCo in Q4 2014 and has held it in 47 quarters since.
Cambridge Advisors's PepsiCo position peaked at $1.74M in Q1 2023.
639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.