CMA
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Cedar Mountain Advisors’s PepsiCo PEP Stock Holding History

Cedar Mountain 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 		$41.2K Hold
304
– – 0.01% 206
2026
Q1 		$47.2K Buy
304
+29
+11% +$4.52K 0.01% 160
2025
Q4 		$39.5K Hold
275
– – 0.01% 133
2025
Q3 		$38.6K Buy
275
+26
+10% +$3.71K 0.01% 133
2025
Q2 		$32.9K Hold
249
– – 0.01% 125
2025
Q1 		$37.3K Hold
249
– – 0.01% 109
2024
Q4 		$37.9K Hold
249
– – 0.01% 107
2024
Q3 		$42.3K Hold
249
– – 0.01% 91
2024
Q2 		$41.1K Hold
249
– – 0.01% 84
2024
Q1 		$43.6K Hold
249
– – 0.01% 80
2023
Q4 		$42.3K Hold
249
– – 0.01% 80
2023
Q3 		$42.2K Sell
249
-135
-35% -$24.5K 0.01% 75
2023
Q2 		$71.1K Buy
384
+1
+0.3% +$187 0.02% 65
2023
Q1 		$69.9K Buy
383
+1
+0.3% +$175 0.02% 63
2022
Q4 		$69.1K Buy
382
+1
+0.3% +$178 0.02% 62
2022
Q3 		$62K Hold
381
– – 0.02% 62
2022
Q2 		$63K Sell
381
-43
-10% -$7.24K 0.02% 63
2022
Q1 		$71K Buy
424
+1
+0.2% +$168 0.02% 70
2021
Q4 		$73K Buy
423
+1
+0.2% +$163 0.02% 67
2021
Q3 		$63K Buy
422
+45
+12% +$6.96K 0.02% 66
2021
Q2 		$56K Buy
377
+1
+0.3% +$146 0.02% 66
2021
Q1 		$53K Buy
376
+1
+0.3% +$137 0.02% 71
2020
Q4 		$56K Buy
375
+1
+0.3% +$142 0.02% 65
2020
Q3 		$52K Hold
374
– – 0.02% 63
2020
Q2 		$50K Buy
374
+1
+0.3% +$132 0.02% 64
2020
Q1 		$45K Sell
373
-186
-33% -$25.1K 0.02% 57
2019
Q4 		$76K Buy
+559
New +$76.1K 0.03% 52

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
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
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

Cedar Mountain Advisors's PEP Position: Q2 2026 in Review

Cedar Mountain Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 304 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #206.

Cedar Mountain Advisors first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $76K in Q4 2019. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Cedar Mountain Advisors held 304 shares of PepsiCo worth $41.2K as of Q2 2026.
  • Cedar Mountain Advisors left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #206 holding.
  • Cedar Mountain Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's PepsiCo position peaked at $76K in Q4 2019.
  • 639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.