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HHM Wealth Advisors’s PepsiCo PEP Stock Holding History

HHM Wealth Advisors’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 		$411K Sell
3,038
-5
-0.2% -$748 0.04% 144
2026
Q1 		$473K Buy
3,043
+614
+25% +$95.7K 0.05% 121
2025
Q4 		$349K Sell
2,429
-596
-20% -$87.6K 0.04% 142
2025
Q3 		$425K Buy
3,025
+140
+5% +$20K 0.05% 127
2025
Q2 		$381K Sell
2,885
-182
-6% -$24.5K 0.05% 135
2025
Q1 		$460K Buy
3,067
+127
+4% +$18.9K 0.06% 110
2024
Q4 		$447K Buy
2,940
+938
+47% +$154K 0.06% 113
2024
Q3 		$341K Buy
2,002
+139
+7% +$23.9K 0.05% 127
2024
Q2 		$307K Sell
1,863
-113
-6% -$19.5K 0.05% 131
2024
Q1 		$346K Hold
1,976
– – 0.06% 100
2023
Q4 		$336K Sell
1,976
-167
-8% -$27.7K 0.06% 92
2023
Q3 		$363K Buy
2,143
+83
+4% +$15.1K 0.07% 82
2023
Q2 		$382K Sell
2,060
-10
-0.5% -$1.87K 0.07% 86
2023
Q1 		$377K Buy
2,070
+193
+10% +$33.7K 0.08% 79
2022
Q4 		$339K Hold
1,877
– – 0.08% 86
2022
Q3 		$306K Sell
1,877
-435
-19% -$75K 0.08% 78
2022
Q2 		$385K Buy
2,312
+97
+4% +$16.3K 0.1% 75
2022
Q1 		$371K Buy
2,215
+501
+29% +$84.1K 0.09% 91
2021
Q4 		$298K Buy
1,714
+31
+2% +$5.06K 0.07% 103
2021
Q3 		$253K Sell
1,683
-85
-5% -$13.2K 0.07% 108
2021
Q2 		$262K Sell
1,768
-258
-13% -$37.6K 0.07% 112
2021
Q1 		$287K Buy
2,026
+120
+6% +$16.5K 0.09% 91
2020
Q4 		$283K Buy
1,906
+215
+13% +$30.6K 0.1% 81
2020
Q3 		$234K Buy
1,691
+55
+3% +$7.48K 0.09% 79
2020
Q2 		$216K Buy
1,636
+85
+5% +$11.2K 0.09% 80
2020
Q1 		$186K Buy
+1,551
New +$210K 0.09% 79

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

HHM Wealth Advisors's PEP Position: Q2 2026 in Review

HHM Wealth Advisors reduced its PepsiCo (PEP) stake by 0.16% in Q2 2026, selling an estimated $748 and leaving 3,038 shares worth $411K. The position accounts for 0.04% of the portfolio, ranked #144.

HHM Wealth Advisors first reported a position in PEP in Q1 2020 and has held it in 26 quarters since. The position peaked at $473K in Q1 2026. 1,140 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • HHM Wealth Advisors held 3,038 shares of PepsiCo worth $411K as of Q2 2026.
  • HHM Wealth Advisors sold 5 PepsiCo shares in Q2 2026, an estimated $748.
  • PepsiCo made up 0.04% of HHM Wealth Advisors's portfolio in Q2 2026, its #144 holding.
  • HHM Wealth Advisors first reported a position in PepsiCo in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's PepsiCo position peaked at $473K in Q1 2026.
  • 1,140 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.