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Kaufman Rossin Wealth’s PepsiCo PEP Stock Holding History

Kaufman Rossin Wealth’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 		– Sell
-2,143
Closed -$333K – 114
2026
Q1 		$333K Sell
2,143
-1,028
-32% -$160K 0.19% 62
2025
Q4 		$455K Sell
3,171
-434
-12% -$63.8K 0.24% 63
2025
Q3 		$506K Buy
3,605
+1,420
+65% +$203K 0.28% 47
2025
Q2 		$289K Buy
+2,185
New +$294K 0.18% 87

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

Kaufman Rossin Wealth's PEP Position: Q2 2026 in Review

Kaufman Rossin Wealth sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 2,143 shares — an estimated $333K sold.

Kaufman Rossin Wealth first reported a position in PEP in Q2 2025 and held it in 4 quarters. The position peaked at $506K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Kaufman Rossin Wealth reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 2,143 PepsiCo shares in Q2 2026, an estimated $333K.
  • Kaufman Rossin Wealth first reported a position in PepsiCo in Q2 2025 and held it in 4 quarters.
  • Kaufman Rossin Wealth's PepsiCo position peaked at $506K in Q3 2025.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.