HZ
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Hixon Zuercher’s PepsiCo PEP Stock Holding History

Hixon Zuercher’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 		$4.83M Sell
35,681
-304
-0.8% -$45.5K 1.42% 23
2026
Q1 		$5.59M Buy
35,985
+1,260
+4% +$196K 1.74% 21
2025
Q4 		$4.98M Sell
34,725
-1,621
-4% -$238K 1.51% 26
2025
Q3 		$5.1M Buy
36,346
+5,763
+19% +$823K 1.55% 25
2025
Q2 		$4.04M Buy
30,583
+614
+2% +$82.7K 1.3% 30
2025
Q1 		$4.49M Buy
29,969
+4,221
+16% +$628K 1.58% 26
2024
Q4 		$3.92M Sell
25,748
-2,389
-8% -$391K 1.51% 27
2024
Q3 		$4.78M Sell
28,137
-599
-2% -$103K 1.87% 19
2024
Q2 		$4.74M Sell
28,736
-766
-3% -$132K 2% 21
2024
Q1 		$5.16M Buy
29,502
+1,500
+5% +$253K 2.18% 18
2023
Q4 		$4.76M Sell
28,002
-2,355
-8% -$391K 2.21% 20
2023
Q3 		$5.14M Buy
30,357
+2,411
+9% +$438K 2.7% 15
2023
Q2 		$5.18M Buy
27,946
+378
+1% +$70.5K 2.61% 14
2023
Q1 		$5.03M Buy
27,568
+634
+2% +$111K 2.98% 14
2022
Q4 		$4.87M Buy
26,934
+204
+0.8% +$36.4K 3% 12
2022
Q3 		$4.36M Buy
26,730
+1,168
+5% +$201K 2.79% 15
2022
Q2 		$4.26M Buy
25,562
+168
+0.7% +$28.3K 2.76% 12
2022
Q1 		$4.25M Buy
25,394
+185
+0.7% +$31.1K 2.28% 17
2021
Q4 		$4.38M Buy
25,209
+825
+3% +$135K 2.2% 18
2021
Q3 		$3.67M Buy
24,384
+329
+1% +$50.9K 2.14% 19
2021
Q2 		$3.56M Sell
24,055
-2,574
-10% -$375K 2.14% 18
2021
Q1 		$3.77M Buy
26,629
+1,229
+5% +$169K 2.49% 17
2020
Q4 		$3.77M Buy
25,400
+213
+0.8% +$30.3K 2.62% 15
2020
Q3 		$3.49M Buy
25,187
+129
+0.5% +$17.5K 2.68% 14
2020
Q2 		$3.31M Sell
25,058
-3,341
-12% -$440K 2.85% 11
2020
Q1 		$3.41M Buy
28,399
+5,590
+25% +$755K 4.91% 9
2019
Q4 		$3.12M Buy
+22,809
New +$3.1M 2.97% 12

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

Hixon Zuercher's PEP Position: Q2 2026 in Review

Hixon Zuercher reduced its PepsiCo (PEP) stake by 0.84% in Q2 2026, selling an estimated $45.5K and leaving 35,681 shares worth $4.83M. The position accounts for 1.42% of the portfolio, ranked #23.

Hixon Zuercher first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.59M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Hixon Zuercher held 35,681 shares of PepsiCo worth $4.83M as of Q2 2026.
  • Hixon Zuercher sold 304 PepsiCo shares in Q2 2026, an estimated $45.5K.
  • PepsiCo made up 1.42% of Hixon Zuercher's portfolio in Q2 2026, its #23 holding.
  • Hixon Zuercher first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • Hixon Zuercher's PepsiCo position peaked at $5.59M in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.