Everpar Advisors’s PepsiCo PEP Stock Holding History

Everpar Advisors’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	$612K	Sell	4,520 -249	-5%	-$37.2K	0.17%	122
2026 Q1	$741K	Buy	4,769 +6	+0.1%	+$935	0.26%	82
2025 Q4	$684K	Buy	4,763 +984	+26%	+$145K	0.25%	80
2025 Q3	$531K	Buy	3,779 +1,011	+37%	+$144K	0.21%	115
2025 Q2	$365K	Sell	2,768 -748	-21%	-$101K	0.17%	162
2025 Q1	$527K	Buy	3,516 +482	+16%	+$71.7K	0.28%	88
2024 Q4	$461K	Sell	3,034 -801	-21%	-$131K	0.23%	122
2024 Q3	$652K	Sell	3,835 -137	-3%	-$23.5K	0.34%	74
2024 Q2	$655K	Buy	3,972 +972	+32%	+$168K	0.33%	78
2024 Q1	$525K	Sell	3,000 -1,331	-31%	-$224K	0.32%	93
2023 Q4	$736K	Buy	+4,331	New	+$718K	0.34%	107

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Everpar Advisors's PEP Position: Q2 2026 in Review

Everpar Advisors reduced its PepsiCo (PEP) stake by 5.2% in Q2 2026, selling an estimated $37.2K and leaving 4,520 shares worth $612K. The position accounts for 0.17% of the portfolio, ranked #122.

Everpar Advisors first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $741K in Q1 2026. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Everpar Advisors held 4,520 shares of PepsiCo worth $612K as of Q2 2026.
Everpar Advisors sold 249 PepsiCo shares in Q2 2026, an estimated $37.2K.
PepsiCo made up 0.17% of Everpar Advisors's portfolio in Q2 2026, its #122 holding.
Everpar Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Everpar Advisors's PepsiCo position peaked at $741K in Q1 2026.
639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.