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PEP icon

Independent Investors Inc’s PepsiCo PEP Stock Holding History

Independent Investors Inc’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 		$1.12M Sell
8,263
-9,950
-55% -$1.49M 0.21% 44
2026
Q1 		$2.83M Sell
18,213
-1,250
-6% -$195K 0.56% 27
2025
Q4 		$2.79M Hold
19,463
– – 0.52% 27
2025
Q3 		$2.73M Hold
19,463
– – 0.53% 27
2025
Q2 		$2.57M Hold
19,463
– – 0.56% 27
2025
Q1 		$2.92M Hold
19,463
– – 0.62% 23
2024
Q4 		$2.96M Sell
19,463
-500
-3% -$81.9K 0.59% 24
2024
Q3 		$3.39M Hold
19,963
– – 0.69% 22
2024
Q2 		$3.29M Hold
19,963
– – 0.72% 23
2024
Q1 		$3.49M Hold
19,963
– – 0.84% 23
2023
Q4 		$3.39M Sell
19,963
-33
-0.2% -$5.47K 0.78% 21
2023
Q3 		$3.39M Hold
19,996
– – 0.86% 21
2023
Q2 		$3.7M Hold
19,996
– – 0.86% 21
2023
Q1 		$3.65M Hold
19,996
– – 0.9% 21
2022
Q4 		$3.61M Sell
19,996
-600
-3% -$107K 1.01% 21
2022
Q3 		$3.36M Sell
20,596
-25
-0.1% -$4.31K 0.96% 21
2022
Q2 		$3.44M Hold
20,621
– – 0.93% 21
2022
Q1 		$3.45M Buy
20,621
+25
+0.1% +$4.2K 0.77% 21
2021
Q4 		$3.58M Hold
20,596
– – 0.76% 23
2021
Q3 		$3.1M Sell
20,596
-250
-1% -$38.7K 0.77% 24
2021
Q2 		$3.09M Sell
20,846
-200
-1% -$29.1K 0.76% 24
2021
Q1 		$2.98M Buy
21,046
+200
+1% +$27.4K 0.79% 23
2020
Q4 		$3.09M Sell
20,846
-700
-3% -$99.5K 0.82% 21
2020
Q3 		$2.99M Hold
21,546
– – 0.87% 21
2020
Q2 		$2.85M Hold
21,546
– – 0.96% 23
2020
Q1 		$2.59M Hold
21,546
– – 1.07% 21
2019
Q4 		$2.94M Hold
21,546
– – 0.97% 25
2019
Q3 		$2.95M Sell
21,546
-194
-0.9% -$25.8K 1.11% 24
2019
Q2 		$2.85M Sell
21,740
-100
-0.5% -$12.8K 1.1% 25
2019
Q1 		$2.68M Sell
21,840
-260
-1% -$29.6K 1.04% 24
2018
Q4 		$2.44M Sell
22,100
-50
-0.2% -$5.64K 1.06% 24
2018
Q3 		$2.48M Sell
22,150
-300
-1% -$34K 0.87% 27
2018
Q2 		$2.44M Hold
22,450
– – 0.96% 25
2018
Q1 		$2.45M Hold
22,450
– – 0.98% 26
2017
Q4 		$2.69M Sell
22,450
-100
-0.4% -$11.4K 1.05% 25
2017
Q3 		$2.51M Sell
22,550
-200
-0.9% -$23.1K 1.04% 27
2017
Q2 		$2.63M Sell
22,750
-750
-3% -$86K 1.14% 26
2017
Q1 		$2.63M Sell
23,500
-100
-0.4% -$10.7K 1.12% 26
2016
Q4 		$2.47M Sell
23,600
-200
-0.8% -$20.9K 1.14% 26
2016
Q3 		$2.59M Sell
23,800
-200
-0.8% -$21.6K 1.2% 25
2016
Q2 		$2.54M Hold
24,000
– – 1.23% 25
2016
Q1 		$2.46M Sell
24,000
-200
-0.8% -$19.8K 1.19% 26
2015
Q4 		$2.42M Hold
24,200
– – 1.17% 26
2015
Q3 		$2.28M Hold
24,200
– – 1.13% 26
2015
Q2 		$2.26M Sell
24,200
-100
-0.4% -$9.56K 1.02% 30
2015
Q1 		$2.32M Sell
24,300
-3,120
-11% -$302K 1.05% 31
2014
Q4 		$2.59M Hold
27,420
– – 1.14% 28
2014
Q3 		$2.55M Sell
27,420
-600
-2% -$54.8K 1.15% 27
2014
Q2 		$2.5M Hold
28,020
– – 1.13% 29
2014
Q1 		$2.34M Sell
28,020
-300
-1% -$24.4K 1.12% 29
2013
Q4 		$2.35M Buy
28,320
+250
+0.9% +$20.8K 1.13% 30
2013
Q3 		$2.23M Sell
28,070
-350
-1% -$28.8K 1.18% 28
2013
Q2 		$2.32M Buy
+28,420
New +$2.32M 1.28% 24

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

Independent Investors Inc's PEP Position: Q2 2026 in Review

Independent Investors Inc reduced its PepsiCo (PEP) stake by 55% in Q2 2026, selling an estimated $1.49M and leaving 8,263 shares worth $1.12M. The position accounts for 0.21% of the portfolio, ranked #44.

Independent Investors Inc first reported a position in PEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.7M in Q2 2023. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Independent Investors Inc held 8,263 shares of PepsiCo worth $1.12M as of Q2 2026.
  • Independent Investors Inc sold 9,950 PepsiCo shares in Q2 2026, an estimated $1.49M.
  • PepsiCo made up 0.21% of Independent Investors Inc's portfolio in Q2 2026, its #44 holding.
  • Independent Investors Inc first reported a position in PepsiCo in Q2 2013 and has held it in 53 quarters since.
  • Independent Investors Inc's PepsiCo position peaked at $3.7M in Q2 2023.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.