EFG
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Everhart Financial Group’s PepsiCo PEP Stock Holding History

Everhart Financial Group’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 		$1.7M Sell
12,586
-971
-7% -$145K 0.11% 96
2026
Q1 		$2.11M Buy
13,557
+1,375
+11% +$214K 0.18% 69
2025
Q4 		$1.75M Buy
12,182
+2,123
+21% +$312K 0.16% 83
2025
Q3 		$1.41M Buy
10,059
+641
+7% +$91.5K 0.14% 96
2025
Q2 		$1.24M Sell
9,418
-352
-4% -$47.4K 0.14% 96
2025
Q1 		$1.46M Buy
9,770
+3,207
+49% +$477K 0.2% 72
2024
Q4 		$998K Sell
6,563
-1,957
-23% -$321K 0.21% 99
2024
Q3 		$1.45M Buy
8,520
+905
+12% +$155K 0.32% 56
2024
Q2 		$1.26M Buy
7,615
+1,154
+18% +$199K 0.33% 55
2024
Q1 		$1.13M Sell
6,461
-506
-7% -$85.2K 0.33% 58
2023
Q4 		$1.18M Sell
6,967
-654
-9% -$108K 0.42% 49
2023
Q3 		$1.29M Buy
7,621
+66
+0.9% +$12K 0.55% 39
2023
Q2 		$1.4M Buy
7,555
+335
+5% +$62.5K 0.58% 38
2023
Q1 		$1.32M Buy
7,220
+289
+4% +$50.5K 0.59% 34
2022
Q4 		$1.25M Buy
6,931
+603
+10% +$108K 0.63% 33
2022
Q3 		$1.03M Buy
6,328
+756
+14% +$130K 0.57% 33
2022
Q2 		$929K Buy
5,572
+660
+13% +$111K 0.56% 37
2022
Q1 		$822K Buy
4,912
+850
+21% +$143K 0.48% 47
2021
Q4 		$706K Buy
4,062
+484
+14% +$79.1K 0.43% 47
2021
Q3 		$538K Sell
3,578
-81
-2% -$12.5K 0.37% 51
2021
Q2 		$542K Buy
3,659
+1,615
+79% +$235K 0.37% 52
2021
Q1 		$290K Buy
2,044
+107
+6% +$14.7K 0.25% 61
2020
Q4 		$288K Buy
+1,937
New +$275K 0.27% 60

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Everhart Financial Group's PEP Position: Q2 2026 in Review

Everhart Financial Group reduced its PepsiCo (PEP) stake by 7.2% in Q2 2026, selling an estimated $145K and leaving 12,586 shares worth $1.7M. The position accounts for 0.11% of the portfolio, ranked #96.

Everhart Financial Group first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.11M in Q1 2026. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Everhart Financial Group held 12,586 shares of PepsiCo worth $1.7M as of Q2 2026.
  • Everhart Financial Group sold 971 PepsiCo shares in Q2 2026, an estimated $145K.
  • PepsiCo made up 0.11% of Everhart Financial Group's portfolio in Q2 2026, its #96 holding.
  • Everhart Financial Group first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's PepsiCo position peaked at $2.11M in Q1 2026.
  • 639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.