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Contravisory Investment Management’s PepsiCo PEP Stock Holding History

Contravisory Investment 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 		$10K Hold
74
– – ﹤0.01% 352
2026
Q1 		$11.5K Buy
+74
New +$11.5K ﹤0.01% 340
2025
Q1 		– Sell
-32
Closed -$4.87K – 432
2024
Q4 		$4.87K Buy
+32
New +$5.24K ﹤0.01% 337
2024
Q1 		– Sell
-109
Closed -$18.5K – 378
2023
Q4 		$18.5K Sell
109
-36,173
-100% -$6M ﹤0.01% 276
2023
Q3 		$6.15M Sell
36,282
-1,111
-3% -$202K 1.74% 30
2023
Q2 		$6.93M Buy
37,393
+2,933
+9% +$547K 1.83% 23
2023
Q1 		$6.28M Sell
34,460
-303
-0.9% -$53K 1.77% 28
2022
Q4 		$6.28M Buy
+34,763
New +$6.2M 1.74% 29
2019
Q2 		– Sell
-12
Closed -$1K – 313
2019
Q1 		$1K Hold
12
– – ﹤0.01% 300
2018
Q4 		$1K Hold
12
– – ﹤0.01% 284
2018
Q3 		$1K Buy
+12
New +$1.36K ﹤0.01% 278
2018
Q1 		– Sell
-3
Closed – – 421
2017
Q4 		$0 Sell
3
-159
-98% -$18.2K ﹤0.01% 502
2017
Q3 		$18K Buy
+162
New +$18.7K 0.01% 233
2017
Q2 		– Sell
-11
Closed -$1K – 226
2017
Q1 		$1K Hold
11
– – ﹤0.01% 280
2016
Q4 		$1K Sell
11
-29
-73% -$3.04K ﹤0.01% 286
2016
Q3 		$4K Sell
40
-9
-18% -$970 ﹤0.01% 217
2016
Q2 		$5K Hold
49
– – ﹤0.01% 136
2016
Q1 		$5K Hold
49
– – ﹤0.01% 135
2015
Q4 		$5K Buy
49
+20
+69% +$2K ﹤0.01% 136
2015
Q3 		$3K Hold
29
– – ﹤0.01% 156
2015
Q2 		$3K Sell
29
-6
-17% -$573 ﹤0.01% 168
2015
Q1 		$3K Hold
35
– – ﹤0.01% 155
2014
Q4 		$3K Buy
+35
New +$3.36K ﹤0.01% 152

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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Contravisory Investment Management's PEP Position: Q2 2026 in Review

Contravisory Investment Management held its PepsiCo (PEP) position steady in Q2 2026 at 74 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Contravisory Investment Management first reported a position in PEP in Q4 2014 and has held it in 23 quarters since. The position peaked at $6.93M in Q2 2023. 950 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Contravisory Investment Management held 74 shares of PepsiCo worth $10K as of Q2 2026.
  • Contravisory Investment Management left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up ﹤0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #352 holding.
  • Contravisory Investment Management first reported a position in PepsiCo in Q4 2014 and has held it in 23 quarters since.
  • Contravisory Investment Management's PepsiCo position peaked at $6.93M in Q2 2023.
  • 950 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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