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DLK Investment Management’s PepsiCo PEP Stock Holding History

DLK Investment Management’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 		$5.94M Buy
35,994
+326
+0.9% +$48.7K 2.52% 13
2026
Q1 		$5.54M Sell
35,668
-119
-0.3% -$18.5K 2.19% 19
2025
Q4 		$5.14M Buy
35,787
+250
+0.7% +$36.7K 1.91% 24
2025
Q3 		$4.99M Sell
35,537
-158
-0.4% -$22.6K 1.88% 23
2025
Q2 		$4.71M Buy
35,695
+616
+2% +$83K 1.78% 27
2025
Q1 		$5.26M Sell
35,079
-1,450
-4% -$216K 2.2% 20
2024
Q4 		$5.55M Sell
36,529
-268
-0.7% -$43.9K 2.32% 18
2024
Q3 		$6.26M Buy
36,797
+803
+2% +$138K 2.4% 14
2024
Q2 		$5.94M Buy
35,994
+1,044
+3% +$180K 2.45% 14
2024
Q1 		$6.12M Buy
34,950
+970
+3% +$163K 2.6% 11
2023
Q4 		$5.77M Buy
+33,980
New +$5.64M 2.63% 11

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLK Investment Management's PEP Position: Q2 2026 in Review

DLK Investment Management increased its PepsiCo (PEP) stake by 0.91% in Q2 2026, buying an estimated $48.7K and bringing the position to 35,994 shares worth $5.94M. The position accounts for 2.52% of the portfolio, ranked #13.

DLK Investment Management first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.26M in Q3 2024. 901 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • DLK Investment Management held 35,994 shares of PepsiCo worth $5.94M as of Q2 2026.
  • DLK Investment Management bought 326 PepsiCo shares in Q2 2026, an estimated $48.7K.
  • PepsiCo made up 2.52% of DLK Investment Management's portfolio in Q2 2026, its #13 holding.
  • DLK Investment Management first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • DLK Investment Management's PepsiCo position peaked at $6.26M in Q3 2024.
  • 901 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.