CI
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CX Institutional’s PepsiCo PEP Stock Holding History

CX Institutional’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 		$3.14M Sell
23,182
-1,640
-7% -$245K 0.09% 202
2026
Q1 		$3.85M Sell
24,822
-61,202
-71% -$9.54M 0.12% 187
2025
Q4 		$12.3M Buy
86,024
+1,395
+2% +$205K 0.37% 55
2025
Q3 		$11.9M Buy
84,629
+16,322
+24% +$2.33M 0.36% 56
2025
Q2 		$9.02M Sell
68,307
-2,539
-4% -$342K 0.31% 63
2025
Q1 		$10.6M Buy
70,846
+26,812
+61% +$3.99M 0.4% 59
2024
Q4 		$6.7M Buy
44,034
+2,850
+7% +$467K 0.27% 89
2024
Q3 		$7M Buy
41,184
+27,643
+204% +$4.75M 0.31% 81
2024
Q2 		$2.23M Sell
13,541
-1,042
-7% -$180K 0.1% 194
2024
Q1 		$2.55M Buy
14,583
+812
+6% +$137K 0.12% 181
2023
Q4 		$2.34M Sell
13,771
-1,391
-9% -$231K 0.13% 184
2023
Q3 		$2.57M Sell
15,162
-50
-0.3% -$9.08K 0.14% 178
2023
Q2 		$2.82M Buy
15,212
+263
+2% +$49.1K 0.15% 192
2023
Q1 		$2.73M Buy
14,949
+2,557
+21% +$447K 0.15% 191
2022
Q4 		$2.24M Buy
12,392
+742
+6% +$132K 0.14% 188
2022
Q3 		$1.9M Sell
11,650
-112
-1% -$19.3K 0.13% 192
2022
Q2 		$1.96M Buy
11,762
+159
+1% +$26.8K 0.15% 172
2022
Q1 		$1.94M Sell
11,603
-6,568
-36% -$1.1M 0.16% 156
2021
Q4 		$3.16M Sell
18,171
-1,904
-9% -$311K 0.25% 125
2021
Q3 		$3.02M Sell
20,075
-10,345
-34% -$1.6M 0.25% 104
2021
Q2 		$4.51M Sell
30,420
-507
-2% -$73.9K 0.37% 81
2021
Q1 		$4.38M Sell
30,927
-6,247
-17% -$857K 0.39% 81
2020
Q4 		$5.51M Sell
37,174
-6,156
-14% -$875K 0.53% 50
2020
Q3 		$6.01M Buy
43,330
+2,803
+7% +$381K 0.65% 45
2020
Q2 		$5.36M Buy
40,527
+2,796
+7% +$369K 0.7% 33
2020
Q1 		$4.53M Buy
37,731
+28,405
+305% +$3.84M 0.74% 33
2019
Q4 		$1.27M Buy
9,326
+182
+2% +$24.8K 0.22% 92
2019
Q3 		$1.25M Sell
9,144
-16,589
-64% -$2.2M 0.2% 108
2019
Q2 		$3.37M Buy
25,733
+16,159
+169% +$2.07M 0.54% 45
2019
Q1 		$1.17M Buy
9,574
+2,190
+30% +$250K 0.21% 121
2018
Q4 		$816K Buy
+7,384
New +$833K 0.17% 105

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

CX Institutional's PEP Position: Q2 2026 in Review

CX Institutional reduced its PepsiCo (PEP) stake by 6.6% in Q2 2026, selling an estimated $245K and leaving 23,182 shares worth $3.14M. The position accounts for 0.09% of the portfolio, ranked #202.

CX Institutional first reported a position in PEP in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.3M in Q4 2025. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • CX Institutional held 23,182 shares of PepsiCo worth $3.14M as of Q2 2026.
  • CX Institutional sold 1,640 PepsiCo shares in Q2 2026, an estimated $245K.
  • PepsiCo made up 0.09% of CX Institutional's portfolio in Q2 2026, its #202 holding.
  • CX Institutional first reported a position in PepsiCo in Q4 2018 and has held it in 31 quarters since.
  • CX Institutional's PepsiCo position peaked at $12.3M in Q4 2025.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.