Hager Investment Management Services’s PepsiCo PEP Stock Holding History

Hager Investment Management Services’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	$44.5K	Buy	329 +15	+5%	+$2.24K	0.02%	150
2026 Q1	$48.8K	Sell	314 -44	-12%	-$6.86K	0.03%	146
2025 Q4	$51.4K	Sell	358 -214	-37%	-$31.4K	0.03%	139
2025 Q3	$80.3K	Hold	572	–	–	0.04%	128
2025 Q2	$75.5K	Sell	572 -395	-41%	-$53.2K	0.05%	123
2025 Q1	$145K	Sell	967 -120	-11%	-$17.9K	0.1%	102
2024 Q4	$165K	Buy	+1,087	New	+$178K	0.1%	98

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Hager Investment Management Services's PEP Position: Q2 2026 in Review

Hager Investment Management Services increased its PepsiCo (PEP) stake by 4.8% in Q2 2026, buying an estimated $2.24K and bringing the position to 329 shares worth $44.5K. The position accounts for 0.02% of the portfolio, ranked #150.

Hager Investment Management Services first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $165K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Hager Investment Management Services held 329 shares of PepsiCo worth $44.5K as of Q2 2026.
Hager Investment Management Services bought 15 PepsiCo shares in Q2 2026, an estimated $2.24K.
PepsiCo made up 0.02% of Hager Investment Management Services's portfolio in Q2 2026, its #150 holding.
Hager Investment Management Services first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Hager Investment Management Services's PepsiCo position peaked at $165K in Q4 2024.
1,019 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.