Howard Capital Management Group’s PepsiCo PEP Stock Holding History

Howard Capital Management Group’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	$595K	Hold	4,391	–	–	0.04%	83
2026 Q1	$682K	Sell	4,391 -90	-2%	-$14K	0.05%	76
2025 Q4	$643K	Hold	4,481	–	–	0.04%	78
2025 Q3	$629K	Sell	4,481 -87	-2%	-$12.4K	0.04%	78
2025 Q2	$603K	Hold	4,568	–	–	0.04%	76
2025 Q1	$685K	Hold	4,568	–	–	0.05%	67
2024 Q4	$695K	Hold	4,568	–	–	0.05%	71
2024 Q3	$777K	Buy	4,568 +90	+2%	+$15.5K	0.05%	67
2024 Q2	$739K	Hold	4,478	–	–	0.05%	64
2024 Q1	$784K	Hold	4,478	–	–	0.06%	61
2023 Q4	$761K	Buy	4,478 +455	+11%	+$75.5K	0.07%	57
2023 Q3	$682K	Hold	4,023	–	–	0.07%	61
2023 Q2	$745K	Sell	4,023 -115	-3%	-$21.5K	0.07%	57
2023 Q1	$754K	Buy	4,138 +2,516	+155%	+$440K	0.08%	54
2022 Q4	$293K	Sell	1,622 -1,200	-43%	-$214K	0.04%	81
2022 Q3	$461K	Hold	2,822	–	–	0.06%	60
2022 Q2	$470K	Hold	2,822	–	–	0.06%	62
2022 Q1	$472K	Buy	2,822 +50	+2%	+$8.39K	0.04%	70
2021 Q4	$482K	Hold	2,772	–	–	0.04%	78
2021 Q3	$417K	Buy	2,772 +120	+5%	+$18.6K	0.04%	77
2021 Q2	$393K	Hold	2,652	–	–	0.04%	75
2021 Q1	$375K	Buy	+2,652	New	+$364K	0.04%	73

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Howard Capital Management Group's PEP Position: Q2 2026 in Review

Howard Capital Management Group held its PepsiCo (PEP) position steady in Q2 2026 at 4,391 shares worth $595K. The position accounts for 0.04% of the portfolio, ranked #83.

Howard Capital Management Group first reported a position in PEP in Q1 2021 and has held it in 22 quarters since. The position peaked at $784K in Q1 2024. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Howard Capital Management Group held 4,391 shares of PepsiCo worth $595K as of Q2 2026.
Howard Capital Management Group left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.04% of Howard Capital Management Group's portfolio in Q2 2026, its #83 holding.
Howard Capital Management Group first reported a position in PepsiCo in Q1 2021 and has held it in 22 quarters since.
Howard Capital Management Group's PepsiCo position peaked at $784K in Q1 2024.
639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.