FMP
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Financial Management Professionals’s PepsiCo PEP Stock Holding History

Financial Management Professionals’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 		$172K Sell
1,270
-259
-17% -$38.7K 0.02% 184
2026
Q1 		$237K Buy
1,529
+19
+1% +$2.96K 0.03% 149
2025
Q4 		$219K Buy
1,510
+103
+7% +$15.1K 0.02% 153
2025
Q3 		$198K Buy
1,407
+58
+4% +$8.28K 0.02% 154
2025
Q2 		$178K Sell
1,349
-230
-15% -$31K 0.02% 152
2025
Q1 		$237K Buy
1,579
+21
+1% +$3.13K 0.03% 132
2024
Q4 		$237K Sell
1,558
-1,407
-47% -$231K 0.03% 135
2024
Q3 		$504K Buy
2,965
+3
+0.1% +$515 0.06% 89
2024
Q2 		$489K Buy
2,962
+370
+14% +$63.9K 0.07% 83
2024
Q1 		$454K Sell
2,592
-71
-3% -$12K 0.07% 89
2023
Q4 		$452K Sell
2,663
-20
-0.7% -$3.32K 0.07% 76
2023
Q3 		$455K Sell
2,683
-1,137
-30% -$207K 0.08% 74
2023
Q2 		$708K Buy
3,820
+109
+3% +$20.3K 0.12% 55
2023
Q1 		$677K Sell
3,711
-149
-4% -$26K 0.13% 56
2022
Q4 		$697K Buy
3,860
+251
+7% +$44.8K 0.14% 46
2022
Q3 		$589K Buy
3,609
+154
+4% +$26.5K 0.13% 49
2022
Q2 		$576K Sell
3,455
-84
-2% -$14.1K 0.14% 53
2022
Q1 		$592K Buy
3,539
+509
+17% +$85.5K 0.13% 55
2021
Q4 		$526K Buy
3,030
+23
+0.8% +$3.76K 0.11% 58
2021
Q3 		$452K Buy
3,007
+388
+15% +$60.1K 0.1% 53
2021
Q2 		$388K Buy
2,619
+55
+2% +$8.01K 0.1% 55
2021
Q1 		$363K Sell
2,564
-507
-17% -$69.6K 0.1% 48
2020
Q4 		$455K Sell
3,071
-59
-2% -$8.39K 0.13% 40
2020
Q3 		$434K Buy
3,130
+2
+0.1% +$272 0.15% 33
2020
Q2 		$414K Buy
3,128
+1,008
+48% +$133K 0.14% 34
2020
Q1 		$255K Hold
2,120
– – 0.11% 37
2019
Q4 		$290K Hold
2,120
– – 0.1% 43
2019
Q3 		$291K Buy
2,120
+200
+10% +$26.6K 0.11% 39
2019
Q2 		$252K Hold
1,920
– – 0.09% 39
2019
Q1 		$235K Hold
1,920
– – 0.09% 40
2018
Q4 		$212K Hold
1,920
– – 0.13% 37
2018
Q3 		$215K Hold
1,920
– – 0.08% 47
2018
Q2 		$209K Hold
1,920
– – 0.09% 46
2018
Q1 		$210K Hold
1,920
– – 0.11% 42
2017
Q4 		$230K Hold
1,920
– – 0.1% 36
2017
Q3 		$213K Hold
1,920
– – 0.09% 39
2017
Q2 		$221K Hold
1,920
– – 0.1% 40
2017
Q1 		$214K Hold
1,920
– – 0.11% 40
2016
Q4 		$200K Hold
1,920
– – 0.1% 42
2016
Q3 		$208K Sell
1,920
-12,868
-87% -$1.39M 0.11% 38
2016
Q2 		$1.57M Sell
14,788
-1,107
-7% -$114K 0.82% 20
2016
Q1 		$1.63M Hold
15,895
– – 0.84% 23
2015
Q4 		$1.59M Sell
15,895
-1,100
-6% -$110K 0.81% 25
2015
Q3 		$1.6M Hold
16,995
– – 1.08% 23
2015
Q2 		$1.59M Hold
16,995
– – 0.74% 24
2015
Q1 		$1.63M Hold
16,995
– – 0.76% 23
2014
Q4 		$1.61M Hold
16,995
– – 0.89% 23
2014
Q3 		$1.58M Buy
16,995
+875
+5% +$79.9K 1.08% 20
2014
Q2 		$1.44M Hold
16,120
– – 0.95% 22
2014
Q1 		$1.35M Hold
16,120
– – 0.93% 23
2013
Q4 		$1.34M Sell
16,120
-1,145
-7% -$95.1K 0.9% 21
2013
Q3 		$1.37M Sell
17,265
-112
-0.6% -$9.2K 0.85% 21
2013
Q2 		$1.42M Buy
+17,377
New +$1.42M 1.05% 20

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
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

Financial Management Professionals's PEP Position: Q2 2026 in Review

Financial Management Professionals reduced its PepsiCo (PEP) stake by 17% in Q2 2026, selling an estimated $38.7K and leaving 1,270 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #184.

Financial Management Professionals first reported a position in PEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.63M in Q1 2016. 1,019 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Financial Management Professionals held 1,270 shares of PepsiCo worth $172K as of Q2 2026.
  • Financial Management Professionals sold 259 PepsiCo shares in Q2 2026, an estimated $38.7K.
  • PepsiCo made up 0.02% of Financial Management Professionals's portfolio in Q2 2026, its #184 holding.
  • Financial Management Professionals first reported a position in PepsiCo in Q2 2013 and has held it in 53 quarters since.
  • Financial Management Professionals's PepsiCo position peaked at $1.63M in Q1 2016.
  • 1,019 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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