CMH Wealth Management’s PepsiCo PEP Stock Holding History

CMH 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	$2.33M	Buy	17,178 +225	+1%	+$33.6K	0.35%	64
2026 Q1	$2.63M	Buy	+16,953	New	+$2.64M	0.45%	59
2019 Q1	–	Sell	-1,970	Closed	-$218K	–	56
2018 Q4	$218K	Hold	1,970	–	–	0.13%	57
2018 Q3	$218K	Hold	1,970	–	–	0.11%	56
2018 Q2	$216K	Buy	+1,970	New	+$203K	0.12%	57
2018 Q1	–	Sell	-2,000	Closed	-$236K	–	58
2017 Q4	$236K	Hold	2,000	–	–	0.16%	51
2017 Q3	$218K	Hold	2,000	–	–	0.16%	47
2017 Q2	$232K	Hold	2,000	–	–	0.18%	48
2017 Q1	$227K	Sell	2,000 -150	-7%	-$16.1K	0.18%	48
2016 Q4	$220K	Buy	+2,150	New	+$225K	0.19%	50

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

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

CMH Wealth Management increased its PepsiCo (PEP) stake by 1.3% in Q2 2026, buying an estimated $33.6K and bringing the position to 17,178 shares worth $2.33M. The position accounts for 0.35% of the portfolio, ranked #64.

CMH Wealth Management first reported a position in PEP in Q4 2016 and has held it in 10 quarters since. The position peaked at $2.63M in Q1 2026. 645 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

CMH Wealth Management held 17,178 shares of PepsiCo worth $2.33M as of Q2 2026.
CMH Wealth Management bought 225 PepsiCo shares in Q2 2026, an estimated $33.6K.
PepsiCo made up 0.35% of CMH Wealth Management's portfolio in Q2 2026, its #64 holding.
CMH Wealth Management first reported a position in PepsiCo in Q4 2016 and has held it in 10 quarters since.
CMH Wealth Management's PepsiCo position peaked at $2.63M in Q1 2026.
645 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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