Elmwood Wealth Management’s PepsiCo PEP Stock Holding History

Elmwood Wealth 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	$1.19M	Sell	8,782 -47	-0.5%	-$7.03K	0.3%	79
2026 Q1	$1.37M	Sell	8,829 -442	-5%	-$68.9K	0.38%	65
2025 Q4	$1.33M	Buy	9,271 +16	+0.2%	+$2.35K	0.42%	65
2025 Q3	$1.3M	Sell	9,255 -25	-0.3%	-$3.57K	0.46%	66
2025 Q2	$1.23M	Sell	9,280 -70	-0.7%	-$9.43K	0.49%	69
2025 Q1	$1.4M	Sell	9,350 -839	-8%	-$125K	0.58%	58
2024 Q4	$1.55M	Sell	10,189 -2	-0%	-$328	0.63%	58
2024 Q3	$1.73M	Sell	10,191 -198	-2%	-$34K	0.71%	55
2024 Q2	$1.71M	Sell	10,389 -75	-0.7%	-$12.9K	0.76%	51
2024 Q1	$1.83M	Buy	10,464 +1,591	+18%	+$268K	0.78%	49
2023 Q4	$1.51M	Sell	8,873 -5,125	-37%	-$850K	1.06%	28
2023 Q3	$2.37M	Sell	13,998 -1	-0%	-$182	1.14%	26
2023 Q2	$2.59M	Sell	13,999 -207	-1%	-$38.6K	1.21%	26
2023 Q1	$2.59M	Sell	14,206 -405	-3%	-$70.8K	1.22%	24
2022 Q4	$2.64M	Hold	14,611	–	–	1.32%	19
2022 Q3	$2.38M	Buy	14,611 +240	+2%	+$41.4K	1.19%	27
2022 Q2	$2.4M	Sell	14,371 -500	-3%	-$84.2K	1.36%	23
2022 Q1	$2.49M	Sell	14,871 -195	-1%	-$32.7K	1.28%	28
2021 Q4	$2.62M	Buy	+15,066	New	+$2.46M	1.25%	26
2021 Q2	$2.22M	Sell	14,991 -25	-0.2%	-$3.64K	1.17%	29
2021 Q1	$2.12M	Buy	+15,016	New	+$2.06M	1.3%	21
2020 Q3	$2.02M	Hold	15,303	–	–	1.64%	11
2020 Q2	$2.02M	Buy	15,303 +810	+6%	+$107K	1.64%	11
2020 Q1	$1.58M	Sell	14,493 -669	-4%	-$90.4K	1.51%	16
2019 Q4	$2.07M	Buy	15,162 +181	+1%	+$24.6K	1.81%	12
2019 Q3	$2.05M	Buy	14,981 +200	+1%	+$26.6K	2.08%	7
2019 Q2	$1.94M	Sell	14,781 -25	-0.2%	-$3.21K	1.71%	10
2019 Q1	$1.81M	Buy	14,806 +51	+0.3%	+$5.81K	1.68%	10
2018 Q4	$1.63M	Sell	14,755 -249	-2%	-$28.1K	1.57%	16
2018 Q3	$1.68M	Buy	15,004 +136	+0.9%	+$15.4K	1.39%	20
2018 Q2	$1.62M	Buy	14,868 +375	+3%	+$38.7K	1.47%	20
2018 Q1	$1.58M	Buy	+14,493	New	+$1.65M	1.51%	16

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Elmwood Wealth Management's PEP Position: Q2 2026 in Review

Elmwood Wealth Management reduced its PepsiCo (PEP) stake by 0.53% in Q2 2026, selling an estimated $7.03K and leaving 8,782 shares worth $1.19M. The position accounts for 0.3% of the portfolio, ranked #79.

Elmwood Wealth Management first reported a position in PEP in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.64M in Q4 2022. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Elmwood Wealth Management held 8,782 shares of PepsiCo worth $1.19M as of Q2 2026.
Elmwood Wealth Management sold 47 PepsiCo shares in Q2 2026, an estimated $7.03K.
PepsiCo made up 0.3% of Elmwood Wealth Management's portfolio in Q2 2026, its #79 holding.
Elmwood Wealth Management first reported a position in PepsiCo in Q1 2018 and has held it in 32 quarters since.
Elmwood Wealth Management's PepsiCo position peaked at $2.64M in Q4 2022.
1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.