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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Crumly & Associates's PEP Position: Q2 2026 in Review

Crumly & Associates increased its PepsiCo (PEP) stake by 20% in Q2 2026, buying an estimated $86.4K and bringing the position to 3,432 shares worth $465K. The position accounts for 0.09% of the portfolio, ranked #123.

Crumly & Associates first reported a position in PEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $477K in Q1 2024. 1,603 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Crumly & Associates held 3,432 shares of PepsiCo worth $465K as of Q2 2026.
  • Crumly & Associates bought 578 PepsiCo shares in Q2 2026, an estimated $86.4K.
  • PepsiCo made up 0.09% of Crumly & Associates's portfolio in Q2 2026, its #123 holding.
  • Crumly & Associates first reported a position in PepsiCo in Q3 2023 and has held it in 12 quarters since.
  • Crumly & Associates's PepsiCo position peaked at $477K in Q1 2024.
  • 1,603 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.