Hughes Financial Services’s PepsiCo PEP Stock Holding History

Hughes 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	$143K	Sell	1,054 -17	-2%	-$2.54K	0.02%	111
2026 Q1	$166K	Sell	1,071 -256	-19%	-$39.9K	0.03%	90
2025 Q4	$190K	Sell	1,327 -21	-2%	-$3.09K	0.03%	81
2025 Q3	$192K	Buy	1,348 +12	+0.9%	+$1.71K	0.03%	77
2025 Q2	$188K	Sell	1,336 -152	-10%	-$20.5K	0.03%	73
2025 Q1	$223K	Buy	1,488 +7	+0.5%	+$1.04K	0.04%	60
2024 Q4	$225K	Buy	+1,481	New	+$243K	0.05%	58

Other funds holding PEP

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

Hughes Financial Services reduced its PepsiCo (PEP) stake by 1.6% in Q2 2026, selling an estimated $2.54K and leaving 1,054 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #111.

Hughes Financial Services first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $225K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Hughes Financial Services held 1,054 shares of PepsiCo worth $143K as of Q2 2026.
Hughes Financial Services sold 17 PepsiCo shares in Q2 2026, an estimated $2.54K.
PepsiCo made up 0.02% of Hughes Financial Services's portfolio in Q2 2026, its #111 holding.
Hughes Financial Services first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Hughes Financial Services's PepsiCo position peaked at $225K in Q4 2024.
1,019 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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