EIP
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Essential Investment Partners’s PepsiCo PEP Stock Holding History

Essential Investment 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
2026
Q2 		$730K Sell
5,394
-63
-1% -$9.42K 0.59% 46
2026
Q1 		$847K Sell
5,457
-71
-1% -$11.1K 0.78% 41
2025
Q4 		$793K Buy
+5,528
New +$812K 0.75% 43

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

Essential Investment Partners's PEP Position: Q2 2026 in Review

Essential Investment Partners reduced its PepsiCo (PEP) stake by 1.2% in Q2 2026, selling an estimated $9.42K and leaving 5,394 shares worth $730K. The position accounts for 0.59% of the portfolio, ranked #46.

Essential Investment Partners first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $847K in Q1 2026. 909 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Essential Investment Partners held 5,394 shares of PepsiCo worth $730K as of Q2 2026.
  • Essential Investment Partners sold 63 PepsiCo shares in Q2 2026, an estimated $9.42K.
  • PepsiCo made up 0.59% of Essential Investment Partners's portfolio in Q2 2026, its #46 holding.
  • Essential Investment Partners first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's PepsiCo position peaked at $847K in Q1 2026.
  • 909 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.