JF
PEP icon

Joule Financial’s PepsiCo PEP Stock Holding History

Joule Financial’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 		$432K Buy
3,190
+42
+1% +$6.28K 0.12% 69
2026
Q1 		$489K Buy
3,148
+181
+6% +$28.2K 0.14% 67
2025
Q4 		$430K Sell
2,967
-116
-4% -$17K 0.13% 67
2025
Q3 		$433K Buy
3,083
+26
+0.9% +$3.71K 0.13% 67
2025
Q2 		$404K Buy
3,057
+274
+10% +$36.9K 0.13% 71
2025
Q1 		$417K Sell
2,783
-36
-1% -$5.36K 0.15% 68
2024
Q4 		$429K Buy
2,819
+21
+0.8% +$3.44K 0.15% 65
2024
Q3 		$476K Buy
2,798
+139
+5% +$23.9K 0.17% 62
2024
Q2 		$439K Buy
2,659
+144
+6% +$24.9K 0.18% 64
2024
Q1 		$444K Sell
2,515
-203
-7% -$34.2K 0.18% 60
2023
Q4 		$462K Sell
2,718
-50
-2% -$8.29K 0.21% 59
2023
Q3 		$469K Buy
2,768
+48
+2% +$8.72K 0.24% 55
2023
Q2 		$504K Buy
2,720
+143
+6% +$26.7K 0.26% 48
2023
Q1 		$470K Buy
2,577
+238
+10% +$41.6K 0.25% 49
2022
Q4 		$423K Buy
2,339
+175
+8% +$31.2K 0.28% 50
2022
Q3 		$353K Buy
2,164
+359
+20% +$61.9K 0.26% 57
2022
Q2 		$301K Buy
+1,805
New +$304K 0.23% 59

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

Joule Financial's PEP Position: Q2 2026 in Review

Joule Financial increased its PepsiCo (PEP) stake by 1.3% in Q2 2026, buying an estimated $6.28K and bringing the position to 3,190 shares worth $432K. The position accounts for 0.12% of the portfolio, ranked #69.

Joule Financial first reported a position in PEP in Q2 2022 and has held it in 17 quarters since. The position peaked at $504K in Q2 2023. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Joule Financial held 3,190 shares of PepsiCo worth $432K as of Q2 2026.
  • Joule Financial bought 42 PepsiCo shares in Q2 2026, an estimated $6.28K.
  • PepsiCo made up 0.12% of Joule Financial's portfolio in Q2 2026, its #69 holding.
  • Joule Financial first reported a position in PepsiCo in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's PepsiCo position peaked at $504K in Q2 2023.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.