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Horizon Financial Services’s PepsiCo PEP Stock Holding History

Horizon 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 		$9.48K Buy
70
+63
+900% +$9.42K ﹤0.01% 340
2026
Q1 		$1.09K Buy
+7
New +$1.09K ﹤0.01% 357
2025
Q4 		– Sell
-75
Closed -$10.5K – 374
2025
Q3 		$10.5K Hold
75
– – 0.01% 179
2025
Q2 		$9.9K Hold
75
– – 0.01% 135
2025
Q1 		$11.2K Sell
75
-7
-9% -$1.04K 0.01% 118
2024
Q4 		$12.5K Sell
82
-62
-43% -$10.2K 0.01% 115
2024
Q3 		$24.5K Hold
144
– – 0.01% 98
2024
Q2 		$23.8K Hold
144
– – 0.02% 97
2024
Q1 		$25.2K Buy
+144
New +$24.2K 0.02% 103

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

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

Horizon Financial Services increased its PepsiCo (PEP) stake by 900% in Q2 2026, buying an estimated $9.42K and bringing the position to 70 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Horizon Financial Services first reported a position in PEP in Q1 2024 and has held it in 9 quarters since. The position peaked at $25.2K in Q1 2024. 1,019 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Horizon Financial Services held 70 shares of PepsiCo worth $9.48K as of Q2 2026.
  • Horizon Financial Services bought 63 PepsiCo shares in Q2 2026, an estimated $9.42K.
  • PepsiCo made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #340 holding.
  • Horizon Financial Services first reported a position in PepsiCo in Q1 2024 and has held it in 9 quarters since.
  • Horizon Financial Services's PepsiCo position peaked at $25.2K in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.