GSEP
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Golden State Equity Partners’s PepsiCo PEP Stock Holding History

Golden State Equity Partners’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 		$4.33K Sell
32
-12,032
-100% -$1.8M 0.01% 258
2026
Q1 		$1.87M Buy
12,064
+7,591
+170% +$1.18M 0.14% 166
2025
Q4 		$642K Sell
4,473
-1,622
-27% -$238K 0.1% 226
2025
Q3 		$856K Sell
6,095
-1,136
-16% -$162K 0.14% 169
2025
Q2 		$955K Sell
7,231
-1,045
-13% -$141K 0.18% 142
2025
Q1 		$1.24M Buy
8,276
+462
+6% +$68.8K 0.25% 103
2024
Q4 		$1.19M Buy
7,814
+7,202
+1,177% +$1.18M 0.23% 113
2024
Q3 		$104K Sell
612
-7,031
-92% -$1.21M 0.05% 273
2024
Q2 		$1.26M Buy
+7,643
New +$1.32M 0.26% 92
2023
Q4 		$1.38M Buy
8,129
+98
+1% +$16.3K 0.34% 74
2023
Q3 		$1.36M Buy
8,031
+489
+6% +$88.8K 0.38% 67
2023
Q2 		$1.4M Buy
7,542
+4,435
+143% +$828K 0.39% 57
2023
Q1 		$566K Buy
+3,107
New +$543K 0.31% 85
2022
Q1 		$202K Sell
1,209
-3
-0.2% -$504 0.1% 179
2021
Q4 		$211K Sell
1,212
-302
-20% -$49.3K 0.11% 159
2021
Q3 		$228K Sell
1,514
-273
-15% -$42.3K 0.09% 206
2021
Q2 		$265K Buy
1,787
+191
+12% +$27.8K 0.1% 201
2021
Q1 		$226K Buy
+1,596
New +$219K 0.13% 151

Other funds holding PEP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Golden State Equity Partners's PEP Position: Q2 2026 in Review

Golden State Equity Partners reduced its PepsiCo (PEP) stake by 100% in Q2 2026, selling an estimated $1.8M and leaving 32 shares worth $4.33K. The position accounts for 0.01% of the portfolio, ranked #258.

Golden State Equity Partners first reported a position in PEP in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.87M in Q1 2026. 1,731 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Golden State Equity Partners held 32 shares of PepsiCo worth $4.33K as of Q2 2026.
  • Golden State Equity Partners sold 12,032 PepsiCo shares in Q2 2026, an estimated $1.8M.
  • PepsiCo made up 0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #258 holding.
  • Golden State Equity Partners first reported a position in PepsiCo in Q1 2021 and has held it in 18 quarters since.
  • Golden State Equity Partners's PepsiCo position peaked at $1.87M in Q1 2026.
  • 1,731 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.