Clune & Associates’s PepsiCo PEP Stock Holding History

Clune & Associates’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 Q3	$259K	Buy	2,047 +248	+14%	+$34.2K	0.04%	142
2026 Q2	$244K	Hold	1,799	–	–	0.04%	158
2026 Q1	$279K	Buy	+1,799	New	+$280K	0.05%	145
2025 Q4	–	Sell	-1,519	Closed	-$213K	–	170
2025 Q3	$213K	Sell	1,519 -390	-20%	-$55.7K	0.05%	150
2025 Q2	$252K	Sell	1,909 -4	-0.2%	-$539	0.07%	134
2025 Q1	$287K	Hold	1,913	–	–	0.09%	115
2024 Q4	$291K	Buy	+1,913	New	+$313K	0.1%	117

Other funds holding PEP

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Clune & Associates's PEP Position: Q3 2026 in Review

Clune & Associates increased its PepsiCo (PEP) stake by 14% in Q3 2026, buying an estimated $34.2K and bringing the position to 2,047 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #142.

Clune & Associates first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $291K in Q4 2024. 1,008 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Clune & Associates held 2,047 shares of PepsiCo worth $259K as of Q3 2026.
Clune & Associates bought 248 PepsiCo shares in Q3 2026, an estimated $34.2K.
PepsiCo made up 0.04% of Clune & Associates's portfolio in Q3 2026, its #142 holding.
Clune & Associates first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's PepsiCo position peaked at $291K in Q4 2024.
1,008 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.