Hopwood Financial Services’s PepsiCo PEP Stock Holding History

Hopwood Financial 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	$650K	Sell	4,801 -125	-3%	-$18.7K	0.38%	38
2026 Q1	$765K	Sell	4,926 -156	-3%	-$24.3K	0.52%	34
2025 Q4	$729K	Buy	5,082 +115	+2%	+$16.9K	0.51%	33
2025 Q3	$698K	Buy	4,967 +36	+0.7%	+$5.14K	0.47%	35
2025 Q2	$651K	Sell	4,931 -17	-0.3%	-$2.29K	0.51%	31
2025 Q1	$742K	Sell	4,948 -99	-2%	-$14.7K	0.57%	33
2024 Q4	$767K	Buy	+5,047	New	+$827K	0.58%	30

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Hopwood Financial Services's PEP Position: Q2 2026 in Review

Hopwood Financial Services reduced its PepsiCo (PEP) stake by 2.5% in Q2 2026, selling an estimated $18.7K and leaving 4,801 shares worth $650K. The position accounts for 0.38% of the portfolio, ranked #38.

Hopwood Financial Services first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $767K in Q4 2024. 1,660 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Hopwood Financial Services held 4,801 shares of PepsiCo worth $650K as of Q2 2026.
Hopwood Financial Services sold 125 PepsiCo shares in Q2 2026, an estimated $18.7K.
PepsiCo made up 0.38% of Hopwood Financial Services's portfolio in Q2 2026, its #38 holding.
Hopwood Financial Services first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Hopwood Financial Services's PepsiCo position peaked at $767K in Q4 2024.
1,660 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.