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JM2 Capital’s PepsiCo PEP Stock Holding History

JM2 Capital’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 		$485K Sell
3,579
-11
-0.3% -$1.65K 0.33% 69
2026
Q1 		$558K Sell
3,590
-1
-0% -$156 0.46% 61
2025
Q4 		$515K Buy
+3,591
New +$528K 0.41% 66

Other funds holding PEP

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

JM2 Capital's PEP Position: Q2 2026 in Review

JM2 Capital reduced its PepsiCo (PEP) stake by 0.31% in Q2 2026, selling an estimated $1.65K and leaving 3,579 shares worth $485K. The position accounts for 0.33% of the portfolio, ranked #69.

JM2 Capital first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $558K in Q1 2026. 2,123 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • JM2 Capital held 3,579 shares of PepsiCo worth $485K as of Q2 2026.
  • JM2 Capital sold 11 PepsiCo shares in Q2 2026, an estimated $1.65K.
  • PepsiCo made up 0.33% of JM2 Capital's portfolio in Q2 2026, its #69 holding.
  • JM2 Capital first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • JM2 Capital's PepsiCo position peaked at $558K in Q1 2026.
  • 2,123 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.