FFO
PEP icon

Fortitude Family Office’s PepsiCo PEP Stock Holding History

Fortitude Family Office’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 		$58.1K Sell
429
-81
-16% -$12.1K 0.01% 264
2026
Q1 		$79.2K Buy
510
+192
+60% +$29.9K 0.02% 179
2025
Q4 		$45.6K Buy
318
+28
+10% +$4.11K 0.01% 255
2025
Q3 		$40.7K Buy
290
+4
+1% +$571 0.01% 267
2025
Q2 		$37.8K Sell
286
-66
-19% -$8.89K 0.01% 280
2025
Q1 		$52.8K Sell
352
-695
-66% -$103K 0.02% 222
2024
Q4 		$159K Buy
1,047
+27
+3% +$4.42K 0.06% 137
2024
Q3 		$173K Buy
1,020
+677
+197% +$116K 0.07% 116
2024
Q2 		$56.6K Buy
343
+71
+26% +$12.3K 0.03% 160
2024
Q1 		$47.6K Sell
272
-140
-34% -$23.6K 0.03% 161
2023
Q4 		$70K Buy
+412
New +$68.3K 0.05% 125

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

Fortitude Family Office's PEP Position: Q2 2026 in Review

Fortitude Family Office reduced its PepsiCo (PEP) stake by 16% in Q2 2026, selling an estimated $12.1K and leaving 429 shares worth $58.1K. The position accounts for 0.01% of the portfolio, ranked #264.

Fortitude Family Office first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $173K in Q3 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Fortitude Family Office held 429 shares of PepsiCo worth $58.1K as of Q2 2026.
  • Fortitude Family Office sold 81 PepsiCo shares in Q2 2026, an estimated $12.1K.
  • PepsiCo made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #264 holding.
  • Fortitude Family Office first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's PepsiCo position peaked at $173K in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.