FAM
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Formidable Asset Management’s PepsiCo PEP Stock Holding History

Formidable Asset Management’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
2017
Q2 		– Sell
-10
Closed -$2K – 196
2017
Q1 		$2K Buy
+10
New +$1.07K ﹤0.01% 202

Other funds holding PEP

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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

Formidable Asset Management's PEP Position: Q2 2026 in Review

Formidable Asset Management reduced its PepsiCo (PEP) stake by 25% in Q2 2026, selling an estimated $871K and leaving 17,183 shares worth $2.67M. The position accounts for 0.42% of the portfolio, ranked #48.

Formidable Asset Management first reported a position in PEP in Q3 2013 and has held it in 50 quarters since. The position peaked at $3.66M in Q4 2025. 737 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Formidable Asset Management held 17,183 shares of PepsiCo worth $2.67M as of Q2 2026.
  • Formidable Asset Management sold 5,828 PepsiCo shares in Q2 2026, an estimated $871K.
  • PepsiCo made up 0.42% of Formidable Asset Management's portfolio in Q2 2026, its #48 holding.
  • Formidable Asset Management first reported a position in PepsiCo in Q3 2013 and has held it in 50 quarters since.
  • Formidable Asset Management's PepsiCo position peaked at $3.66M in Q4 2025.
  • 737 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.