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J. Derek Lewis & Associates’s PepsiCo PEP Stock Holding History

J. Derek Lewis & Associates’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 		$231K Buy
1,709
+100
+6% +$15K 0.04% 172
2026
Q1 		$250K Sell
1,609
-64
-4% -$9.97K 0.06% 148
2025
Q4 		$240K Buy
+1,673
New +$246K 0.06% 153

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

J. Derek Lewis & Associates's PEP Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its PepsiCo (PEP) stake by 6.2% in Q2 2026, buying an estimated $15K and bringing the position to 1,709 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #172.

J. Derek Lewis & Associates first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $250K in Q1 2026. 2,263 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • J. Derek Lewis & Associates held 1,709 shares of PepsiCo worth $231K as of Q2 2026.
  • J. Derek Lewis & Associates bought 100 PepsiCo shares in Q2 2026, an estimated $15K.
  • PepsiCo made up 0.04% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #172 holding.
  • J. Derek Lewis & Associates first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's PepsiCo position peaked at $250K in Q1 2026.
  • 2,263 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.