Cross Staff Investments’s PepsiCo PEP Stock Holding History

Cross Staff Investments’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	$945K	Hold	6,980	–	–	0.53%	48
2026 Q1	$1.08M	Hold	6,980	–	–	0.55%	37
2025 Q4	$1M	Hold	6,980	–	–	0.55%	40
2025 Q3	$980K	Hold	6,980	–	–	0.68%	40
2025 Q2	$922K	Sell	6,980 -100	-1%	-$13.5K	0.68%	44
2025 Q1	$1.06M	Hold	7,080	–	–	0.8%	39
2024 Q4	$1.08M	Hold	7,080	–	–	0.75%	35
2024 Q3	$1.2M	Buy	7,080 +60	+0.9%	+$10.3K	0.93%	33
2024 Q2	$1.16M	Hold	7,020	–	–	0.96%	29
2024 Q1	$1.23M	Hold	7,020	–	–	1.03%	26
2023 Q4	$1.19M	Hold	7,020	–	–	1.06%	23
2023 Q3	$1.19M	Hold	7,020	–	–	1.16%	21
2023 Q2	$1.3M	Hold	7,020	–	–	1.19%	19
2023 Q1	$1.28M	Hold	7,020	–	–	1.27%	19
2022 Q4	$1.27M	Buy	7,020 +100	+1%	+$17.8K	1.33%	18
2022 Q3	$1.13M	Hold	6,920	–	–	1.27%	19
2022 Q2	$1.15M	Hold	6,920	–	–	1.27%	21
2022 Q1	$1.16M	Hold	6,920	–	–	1.07%	26
2021 Q4	$1.2M	Buy	+6,920	New	+$1.13M	1.08%	24

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Cross Staff Investments's PEP Position: Q2 2026 in Review

Cross Staff Investments held its PepsiCo (PEP) position steady in Q2 2026 at 6,980 shares worth $945K. The position accounts for 0.53% of the portfolio, ranked #48.

Cross Staff Investments first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q2 2023. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Cross Staff Investments held 6,980 shares of PepsiCo worth $945K as of Q2 2026.
Cross Staff Investments left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.53% of Cross Staff Investments's portfolio in Q2 2026, its #48 holding.
Cross Staff Investments first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
Cross Staff Investments's PepsiCo position peaked at $1.3M in Q2 2023.
1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.