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Fiduciary Financial Group’s PepsiCo PEP Stock Holding History

Fiduciary 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 		$569K Buy
4,201
+2,507
+148% +$375K 0.06% 171
2026
Q1 		$263K Buy
1,694
+41
+2% +$6.39K 0.03% 292
2025
Q4 		$237K Buy
1,653
+25
+2% +$3.67K 0.03% 297
2025
Q3 		$229K Sell
1,628
-14
-0.9% -$2K 0.04% 289
2025
Q2 		$222K Sell
1,642
-1,315
-44% -$177K 0.04% 280
2025
Q1 		$426K Buy
2,957
+1,105
+60% +$164K 0.09% 137
2024
Q4 		$264K Buy
1,852
+98
+6% +$16.1K 0.06% 232
2024
Q3 		$299K Sell
1,754
-14
-0.8% -$2.4K 0.07% 208
2024
Q2 		$291K Buy
+1,768
New +$305K 0.07% 202

Other funds holding PEP

Assenagon Asset Management
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

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

Fiduciary Financial Group increased its PepsiCo (PEP) stake by 148% in Q2 2026, buying an estimated $375K and bringing the position to 4,201 shares worth $569K. The position accounts for 0.06% of the portfolio, ranked #171.

Fiduciary Financial Group first reported a position in PEP in Q2 2024 and has held it in 9 quarters since. 1,339 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Fiduciary Financial Group held 4,201 shares of PepsiCo worth $569K as of Q2 2026.
  • Fiduciary Financial Group bought 2,507 PepsiCo shares in Q2 2026, an estimated $375K.
  • PepsiCo made up 0.06% of Fiduciary Financial Group's portfolio in Q2 2026, its #171 holding.
  • Fiduciary Financial Group first reported a position in PepsiCo in Q2 2024 and has held it in 9 quarters since.
  • 1,339 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.