Farther Finance Advisors’s PepsiCo PEP Stock Holding History

Farther Finance 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	$11.8M	Buy	86,921 +4,302	+5%	+$643K	0.09%	193
2026 Q1	$12.8M	Buy	82,619 +15,726	+24%	+$2.45M	0.12%	147
2025 Q4	$9.6M	Buy	66,893 +22,977	+52%	+$3.38M	0.1%	172
2025 Q3	$6.17M	Buy	43,916 +6,653	+18%	+$950K	0.09%	183
2025 Q2	$4.92M	Sell	37,263 -1,884	-5%	-$254K	0.1%	192
2025 Q1	$5.86M	Buy	39,147 +10,187	+35%	+$1.52M	0.15%	132
2024 Q4	$4.4M	Buy	28,960 +1,923	+7%	+$315K	0.16%	116
2024 Q3	$4.6M	Buy	27,037 +2,153	+9%	+$370K	0.17%	103
2024 Q2	$4.05M	Buy	24,884 +4,633	+23%	+$800K	0.2%	90
2024 Q1	$3.5M	Buy	20,251 +11,647	+135%	+$1.96M	0.21%	89
2023 Q4	$1.46M	Buy	8,604 +3,498	+69%	+$580K	0.11%	178
2023 Q3	$865K	Buy	5,106 +1,390	+37%	+$252K	0.14%	133
2023 Q2	$688K	Buy	3,716 +628	+20%	+$117K	0.15%	127
2023 Q1	$563K	Buy	3,088 +1,118	+57%	+$195K	0.16%	117
2022 Q4	$356K	Buy	+1,970	New	+$351K	0.14%	144

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

Farther Finance Advisors's PEP Position: Q2 2026 in Review

Farther Finance Advisors increased its PepsiCo (PEP) stake by 5.2% in Q2 2026, buying an estimated $643K and bringing the position to 86,921 shares worth $11.8M. The position accounts for 0.09% of the portfolio, ranked #193.

Farther Finance Advisors first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.8M in Q1 2026. 1,060 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Farther Finance Advisors held 86,921 shares of PepsiCo worth $11.8M as of Q2 2026.
Farther Finance Advisors bought 4,302 PepsiCo shares in Q2 2026, an estimated $643K.
PepsiCo made up 0.09% of Farther Finance Advisors's portfolio in Q2 2026, its #193 holding.
Farther Finance Advisors first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's PepsiCo position peaked at $12.8M in Q1 2026.
1,060 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.