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Dorato Capital Management’s PepsiCo PEP Stock Holding History

Dorato Capital 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 		$775K Buy
5,639
+35
+0.6% +$5.23K 0.53% 42
2026
Q1 		$867K Buy
5,604
+55
+1% +$8.57K 0.64% 36
2025
Q4 		$810K Buy
+5,549
New +$815K 0.61% 38

Other funds holding PEP

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Dorato Capital Management's PEP Position: Q2 2026 in Review

Dorato Capital Management increased its PepsiCo (PEP) stake by 0.62% in Q2 2026, buying an estimated $5.23K and bringing the position to 5,639 shares worth $775K. The position accounts for 0.53% of the portfolio, ranked #42.

Dorato Capital Management first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $867K in Q1 2026. 2,123 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Dorato Capital Management held 5,639 shares of PepsiCo worth $775K as of Q2 2026.
  • Dorato Capital Management bought 35 PepsiCo shares in Q2 2026, an estimated $5.23K.
  • PepsiCo made up 0.53% of Dorato Capital Management's portfolio in Q2 2026, its #42 holding.
  • Dorato Capital Management first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's PepsiCo position peaked at $867K in Q1 2026.
  • 2,123 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.