GI
PEP icon

Gradient Investments’s PepsiCo PEP Stock Holding History

Gradient Investments’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 		$398K Sell
2,940
-1,524
-34% -$228K 0.01% 382
2026
Q1 		$693K Buy
4,464
+915
+26% +$143K 0.01% 328
2025
Q4 		$509K Sell
3,549
-318
-8% -$46.7K 0.01% 281
2025
Q3 		$543K Sell
3,867
-86,626
-96% -$12.4M 0.01% 295
2025
Q2 		$11.9M Buy
90,493
+646
+0.7% +$87K 0.22% 136
2025
Q1 		$13.5M Sell
89,847
-433
-0.5% -$64.4K 0.27% 114
2024
Q4 		$13.7M Buy
90,280
+86,460
+2,263% +$14.2M 0.28% 106
2024
Q3 		$650K Sell
3,820
-1,011
-21% -$174K 0.01% 201
2024
Q2 		$797K Buy
4,831
+1,113
+30% +$192K 0.02% 199
2024
Q1 		$651K Sell
3,718
-4,270
-53% -$719K 0.02% 200
2023
Q4 		$1.36M Buy
7,988
+473
+6% +$78.4K 0.03% 181
2023
Q3 		$1.27M Buy
7,515
+882
+13% +$160K 0.03% 170
2023
Q2 		$1.23M Buy
6,633
+35
+0.5% +$6.53K 0.03% 172
2023
Q1 		$1.2M Buy
6,598
+1,021
+18% +$178K 0.03% 172
2022
Q4 		$1.01M Sell
5,577
-937
-14% -$167K 0.03% 183
2022
Q3 		$1.06M Sell
6,514
-11
-0.2% -$1.9K 0.03% 179
2022
Q2 		$1.09M Buy
6,525
+308
+5% +$51.9K 0.03% 178
2022
Q1 		$1.04M Buy
6,217
+6
+0.1% +$1.01K 0.03% 178
2021
Q4 		$1.08M Sell
6,211
-298
-5% -$48.7K 0.03% 172
2021
Q3 		$979K Buy
6,509
+120
+2% +$18.6K 0.03% 174
2021
Q2 		$947K Sell
6,389
-938
-13% -$137K 0.03% 174
2021
Q1 		$1.04M Buy
7,327
+813
+12% +$112K 0.03% 177
2020
Q4 		$903K Hold
6,514
– – 0.04% 163
2020
Q3 		$903K Buy
6,514
+422
+7% +$57.4K 0.04% 164
2020
Q2 		$806K Buy
6,092
+1,525
+33% +$201K 0.04% 165
2020
Q1 		$548K Buy
4,567
+193
+4% +$26.1K 0.03% 191
2019
Q4 		$598K Buy
4,374
+974
+29% +$133K 0.03% 212
2019
Q3 		$466K Buy
3,400
+1,323
+64% +$176K 0.02% 222
2019
Q2 		$272K Sell
2,077
-86
-4% -$11K 0.01% 247
2019
Q1 		$265K Sell
2,163
-180
-8% -$20.5K 0.02% 230
2018
Q4 		$259K Buy
2,343
+193
+9% +$21.8K 0.02% 212
2018
Q3 		$240K Buy
2,150
+63
+3% +$7.13K 0.01% 232
2018
Q2 		$227K Sell
2,087
-181
-8% -$18.7K 0.01% 225
2018
Q1 		$248K Buy
2,268
+474
+26% +$53.9K 0.01% 226
2017
Q4 		$215K Sell
1,794
-371
-17% -$42.4K 0.01% 242
2017
Q3 		$241K Sell
2,165
-493
-19% -$57K 0.02% 223
2017
Q2 		$307K Buy
2,658
+452
+20% +$51.9K 0.02% 196
2017
Q1 		$247K Buy
2,206
+116
+6% +$12.4K 0.02% 213
2016
Q4 		$219K Buy
2,090
+31
+2% +$3.25K 0.02% 179
2016
Q3 		$224K Buy
2,059
+529
+35% +$57K 0.02% 177
2016
Q2 		$162K Buy
1,530
+100
+7% +$10.3K 0.02% 189
2016
Q1 		$147K Sell
1,430
-733
-34% -$72.4K 0.02% 187
2015
Q4 		$216K Sell
2,163
-381
-15% -$38K 0.03% 168
2015
Q3 		$240K Buy
2,544
+394
+18% +$37.5K 0.03% 164
2015
Q2 		$201K Sell
2,150
-730
-25% -$69.8K 0.03% 170
2015
Q1 		$275K Buy
2,880
+551
+24% +$53.3K 0.04% 159
2014
Q4 		$220K Buy
2,329
+597
+34% +$57.2K 0.04% 158
2014
Q3 		$161K Buy
1,732
+206
+13% +$18.8K 0.03% 164
2014
Q2 		$136K Hold
1,526
– – 0.03% 169
2014
Q1 		$127K Sell
1,526
-123
-7% -$9.99K 0.03% 165
2013
Q4 		$137K Buy
1,649
+550
+50% +$45.7K 0.04% 172
2013
Q3 		$87K Buy
1,099
+77
+8% +$6.33K 0.03% 157
2013
Q2 		$84K Buy
+1,022
New +$83.5K 0.03% 160

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

Gradient Investments's PEP Position: Q2 2026 in Review

Gradient Investments reduced its PepsiCo (PEP) stake by 34% in Q2 2026, selling an estimated $228K and leaving 2,940 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #382.

Gradient Investments first reported a position in PEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.7M in Q4 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Gradient Investments held 2,940 shares of PepsiCo worth $398K as of Q2 2026.
  • Gradient Investments sold 1,524 PepsiCo shares in Q2 2026, an estimated $228K.
  • PepsiCo made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #382 holding.
  • Gradient Investments first reported a position in PepsiCo in Q2 2013 and has held it in 53 quarters since.
  • Gradient Investments's PepsiCo position peaked at $13.7M in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.