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Curated Wealth Partners’s PepsiCo PEP Stock Holding History

Curated Wealth Partners’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
2024
Q2 		– Sell
-6,474
Closed -$1.13M – 226
2024
Q1 		$1.13M Buy
+6,474
New +$1.09M 0.17% 40

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
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
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

Curated Wealth Partners's PEP Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in PepsiCo (PEP) in Q2 2026: 183,294 shares worth $633K. The stake represents 0.08% of the portfolio and ranks #221 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in PEP as recently as Q3 2024.

Curated Wealth Partners first reported a position in PEP in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.28M in Q4 2022. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Curated Wealth Partners held 183,294 shares of PepsiCo worth $633K as of Q2 2026.
  • PepsiCo was a new Curated Wealth Partners position in Q2 2026.
  • PepsiCo made up 0.08% of Curated Wealth Partners's portfolio in Q2 2026, its #221 holding.
  • Curated Wealth Partners first reported a position in PepsiCo in Q4 2020 and has held it in 16 quarters since.
  • Curated Wealth Partners's PepsiCo position peaked at $1.28M in Q4 2022.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.