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Cardinal Point Capital Management’s PepsiCo PEP Stock Holding History

Cardinal Point Capital 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 		$9.73M Buy
71,831
+300
+0.4% +$44.9K 0.55% 47
2026
Q1 		$11.1M Buy
71,531
+314
+0.4% +$48.9K 0.68% 41
2025
Q4 		$10.2M Buy
71,217
+1,985
+3% +$292K 0.67% 40
2025
Q3 		$9.72M Buy
69,232
+9,757
+16% +$1.39M 0.68% 38
2025
Q2 		$7.85M Buy
59,475
+2,680
+5% +$361K 0.62% 40
2025
Q1 		$8.52M Buy
+56,795
New +$8.45M 0.78% 35

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Cardinal Point Capital Management's PEP Position: Q2 2026 in Review

Cardinal Point Capital Management increased its PepsiCo (PEP) stake by 0.42% in Q2 2026, buying an estimated $44.9K and bringing the position to 71,831 shares worth $9.73M. The position accounts for 0.55% of the portfolio, ranked #47.

Cardinal Point Capital Management first reported a position in PEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.1M in Q1 2026. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Cardinal Point Capital Management held 71,831 shares of PepsiCo worth $9.73M as of Q2 2026.
  • Cardinal Point Capital Management bought 300 PepsiCo shares in Q2 2026, an estimated $44.9K.
  • PepsiCo made up 0.55% of Cardinal Point Capital Management's portfolio in Q2 2026, its #47 holding.
  • Cardinal Point Capital Management first reported a position in PepsiCo in Q1 2025 and has held it in 6 quarters since.
  • Cardinal Point Capital Management's PepsiCo position peaked at $11.1M in Q1 2026.
  • 1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.