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Kohmann Bosshard Financial Services’s PepsiCo PEP Stock Holding History

Kohmann Bosshard Financial Services’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 		$215K Hold
1,591
– – 0.02% 214
2026
Q1 		$247K Hold
1,591
– – 0.02% 177
2025
Q4 		$228K Sell
1,591
-270
-15% -$39.7K 0.02% 260
2025
Q3 		$261K Hold
1,861
– – 0.03% 189
2025
Q2 		$246K Sell
1,861
-250
-12% -$33.7K 0.03% 169
2025
Q1 		$317K Sell
2,111
-89
-4% -$13.2K 0.04% 157
2024
Q4 		$335K Sell
2,200
-267
-11% -$43.7K 0.04% 138
2024
Q3 		$420K Hold
2,467
– – 0.05% 129
2024
Q2 		$407K Hold
2,467
– – 0.05% 126
2024
Q1 		$432K Buy
2,467
+192
+8% +$32.3K 0.06% 121
2023
Q4 		$386K Buy
2,275
+91
+4% +$15.1K 0.06% 124
2023
Q3 		$370K Hold
2,184
– – 0.06% 120
2023
Q2 		$405K Buy
2,184
+270
+14% +$50.4K 0.07% 113
2023
Q1 		$349K Hold
1,914
– – 0.07% 107
2022
Q4 		$346K Buy
1,914
+235
+14% +$41.9K 0.07% 103
2022
Q3 		$274K Sell
1,679
-26
-2% -$4.48K 0.06% 104
2022
Q2 		$284K Sell
1,705
-347
-17% -$58.4K 0.06% 103
2022
Q1 		$343K Buy
2,052
+772
+60% +$130K 0.07% 94
2021
Q4 		$222K Buy
+1,280
New +$209K 0.04% 104
2020
Q3 		– Sell
-966
Closed -$128K – 118
2020
Q2 		$128K Buy
966
+16
+2% +$2.11K 0.05% 113
2020
Q1 		$114K Buy
+950
New +$128K 0.05% 107

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

Kohmann Bosshard Financial Services's PEP Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its PepsiCo (PEP) position steady in Q2 2026 at 1,591 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #214.

Kohmann Bosshard Financial Services first reported a position in PEP in Q1 2020 and has held it in 21 quarters since. The position peaked at $432K in Q1 2024. 1,221 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Kohmann Bosshard Financial Services held 1,591 shares of PepsiCo worth $215K as of Q2 2026.
  • Kohmann Bosshard Financial Services left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.02% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #214 holding.
  • Kohmann Bosshard Financial Services first reported a position in PepsiCo in Q1 2020 and has held it in 21 quarters since.
  • Kohmann Bosshard Financial Services's PepsiCo position peaked at $432K in Q1 2024.
  • 1,221 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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