CA
PEP icon

Crumly & Associates’s PepsiCo PEP Stock Holding History

Crumly & Associates’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
Q3 		$507K Buy
3,999
+567
+17% +$78.1K 0.09% 127
2026
Q2 		$465K Buy
3,432
+578
+20% +$86.4K 0.09% 123
2026
Q1 		$443K Buy
2,854
+669
+31% +$104K 0.09% 128
2025
Q4 		$314K Sell
2,185
-730
-25% -$107K 0.07% 147
2025
Q3 		$409K Buy
2,915
+876
+43% +$125K 0.09% 130
2025
Q2 		$269K Buy
2,039
+299
+17% +$40.3K 0.07% 137
2025
Q1 		$261K Buy
1,740
+198
+13% +$29.5K 0.07% 141
2024
Q4 		$235K Sell
1,542
-1,025
-40% -$168K 0.06% 141
2024
Q3 		$437K Sell
2,567
-112
-4% -$19.2K 0.12% 107
2024
Q2 		$442K Sell
2,679
-47
-2% -$8.11K 0.13% 106
2024
Q1 		$477K Buy
2,726
+136
+5% +$22.9K 0.13% 106
2023
Q4 		$440K Sell
2,590
-133
-5% -$22.1K 0.13% 103
2023
Q3 		$461K Buy
+2,723
New +$495K 0.18% 71

Other funds holding PEP

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Crumly & Associates's PEP Position: Q3 2026 in Review

Crumly & Associates increased its PepsiCo (PEP) stake by 17% in Q3 2026, buying an estimated $78.1K and bringing the position to 3,999 shares worth $507K. The position accounts for 0.09% of the portfolio, ranked #127.

Crumly & Associates first reported a position in PEP in Q3 2023 and has held it in 13 quarters since. 1,481 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Crumly & Associates held 3,999 shares of PepsiCo worth $507K as of Q3 2026.
  • Crumly & Associates bought 567 PepsiCo shares in Q3 2026, an estimated $78.1K.
  • PepsiCo made up 0.09% of Crumly & Associates's portfolio in Q3 2026, its #127 holding.
  • Crumly & Associates first reported a position in PepsiCo in Q3 2023 and has held it in 13 quarters since.
  • 1,481 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.