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Cromwell Holdings’s PepsiCo PEP Stock Holding History

Cromwell Holdings’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 		$309K Buy
2,283
+438
+24% +$65.5K 0.14% 129
2026
Q1 		$287K Sell
1,845
-1,180
-39% -$184K 0.16% 122
2025
Q4 		$438K Buy
3,025
+1,200
+66% +$176K 0.24% 80
2025
Q3 		$256K Buy
1,825
+750
+70% +$107K 0.14% 138
2025
Q2 		$142K Sell
1,075
-2,218
-67% -$299K 0.09% 236
2025
Q1 		$494K Buy
3,293
+351
+12% +$52.2K 0.32% 60
2024
Q4 		$452K Sell
2,942
-232
-7% -$38K 0.26% 67
2024
Q3 		$540K Hold
3,174
– – 0.35% 52
2024
Q2 		$523K Buy
+3,174
New +$548K 0.31% 52

Other funds holding PEP

Assenagon Asset Management
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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 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
Handelsbanken Fonder
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

Cromwell Holdings's PEP Position: Q2 2026 in Review

Cromwell Holdings increased its PepsiCo (PEP) stake by 24% in Q2 2026, buying an estimated $65.5K and bringing the position to 2,283 shares worth $309K. The position accounts for 0.14% of the portfolio, ranked #129.

Cromwell Holdings first reported a position in PEP in Q2 2024 and has held it in 9 quarters since. The position peaked at $540K in Q3 2024. 649 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Cromwell Holdings held 2,283 shares of PepsiCo worth $309K as of Q2 2026.
  • Cromwell Holdings bought 438 PepsiCo shares in Q2 2026, an estimated $65.5K.
  • PepsiCo made up 0.14% of Cromwell Holdings's portfolio in Q2 2026, its #129 holding.
  • Cromwell Holdings first reported a position in PepsiCo in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's PepsiCo position peaked at $540K in Q3 2024.
  • 649 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.