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Comprehensive Financial Consultants Institutional’s PepsiCo PEP Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.46M Buy
10,804
+1,024
+10% +$153K 0.39% 84
2026
Q1 		$1.52M Sell
9,780
-11
-0.1% -$1.71K 0.45% 80
2025
Q4 		$1.41M Buy
9,791
+99
+1% +$14.5K 0.42% 81
2025
Q3 		$1.36M Buy
9,692
+398
+4% +$56.8K 0.42% 81
2025
Q2 		$1.23M Sell
9,294
-52
-0.6% -$7K 0.4% 80
2025
Q1 		$1.4M Buy
9,346
+867
+10% +$129K 0.5% 74
2024
Q4 		$1.29M Sell
8,479
-167
-2% -$27.4K 0.47% 75
2024
Q3 		$1.47M Buy
8,646
+115
+1% +$19.8K 0.54% 71
2024
Q2 		$1.41M Buy
8,531
+597
+8% +$103K 0.55% 70
2024
Q1 		$1.39M Buy
7,934
+339
+4% +$57.1K 0.58% 68
2023
Q4 		$1.29M Buy
7,595
+164
+2% +$27.2K 0.6% 69
2023
Q3 		$1.26M Sell
7,431
-92
-1% -$16.7K 0.66% 61
2023
Q2 		$1.4M Buy
7,523
+68
+0.9% +$12.7K 0.74% 50
2023
Q1 		$1.36M Buy
7,455
+279
+4% +$48.8K 0.77% 42
2022
Q4 		$1.26M Buy
7,176
+54
+0.8% +$9.63K 0.76% 46
2022
Q3 		$1.23M Buy
7,122
+436
+7% +$75.1K 0.81% 43
2022
Q2 		$1.13M Sell
6,686
-26
-0.4% -$4.38K 0.81% 39
2022
Q1 		$1.14M Sell
6,712
-92
-1% -$15.4K 0.8% 40
2021
Q4 		$1.15M Buy
+6,804
New +$1.11M 0.73% 40

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Comprehensive Financial Consultants Institutional's PEP Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its PepsiCo (PEP) stake by 10% in Q2 2026, buying an estimated $153K and bringing the position to 10,804 shares worth $1.46M. The position accounts for 0.39% of the portfolio, ranked #84.

Comprehensive Financial Consultants Institutional first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.52M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 10,804 shares of PepsiCo worth $1.46M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 1,024 PepsiCo shares in Q2 2026, an estimated $153K.
  • PepsiCo made up 0.39% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #84 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's PepsiCo position peaked at $1.52M in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.