Coastwise Capital Group’s PepsiCo PEP Stock Holding History

Coastwise Capital Group’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	$1.01M	Buy	7,455 +1,217	+20%	+$182K	0.59%	43
2026 Q1	$969K	Buy	6,238 +560	+10%	+$87.3K	0.54%	43
2025 Q4	$815K	Buy	5,678 +54	+1%	+$7.93K	0.41%	56
2025 Q3	$790K	Sell	5,624 -8	-0.1%	-$1.14K	0.56%	49
2025 Q2	$744K	Sell	5,632 -363	-6%	-$48.9K	0.59%	45
2025 Q1	$899K	Buy	5,995 +3,651	+156%	+$543K	0.76%	37
2024 Q4	$356K	Buy	2,344 +872	+59%	+$143K	0.28%	80
2024 Q3	$250K	Buy	+1,472	New	+$253K	0.21%	107
2023 Q3	–	Sell	-1,185	Closed	-$220K	–	117
2023 Q2	$220K	Buy	1,185 +5	+0.4%	+$933	0.25%	104
2023 Q1	$215K	Buy	+1,180	New	+$206K	0.25%	103

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Coastwise Capital Group's PEP Position: Q2 2026 in Review

Coastwise Capital Group increased its PepsiCo (PEP) stake by 20% in Q2 2026, buying an estimated $182K and bringing the position to 7,455 shares worth $1.01M. The position accounts for 0.59% of the portfolio, ranked #43.

Coastwise Capital Group first reported a position in PEP in Q1 2023 and has held it in 10 quarters since. 753 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Coastwise Capital Group held 7,455 shares of PepsiCo worth $1.01M as of Q2 2026.
Coastwise Capital Group bought 1,217 PepsiCo shares in Q2 2026, an estimated $182K.
PepsiCo made up 0.59% of Coastwise Capital Group's portfolio in Q2 2026, its #43 holding.
Coastwise Capital Group first reported a position in PepsiCo in Q1 2023 and has held it in 10 quarters since.
753 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.