KPP Advisory Services’s PepsiCo PEP Stock Holding History

KPP Advisory 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	$741K	Sell	5,470 -10	-0.2%	-$1.5K	0.09%	171
2026 Q1	$851K	Sell	5,480 -290	-5%	-$45.2K	0.12%	152
2025 Q4	$828K	Sell	5,770 -839	-13%	-$123K	0.12%	157
2025 Q3	$928K	Sell	6,609 -3,394	-34%	-$485K	0.14%	147
2025 Q2	$1.32M	Sell	10,003 -1,193	-11%	-$161K	0.22%	105
2025 Q1	$1.68M	Buy	11,196 +3,047	+37%	+$454K	0.32%	78
2024 Q4	$1.24M	Buy	8,149 +228	+3%	+$37.4K	0.29%	80
2024 Q3	$1.35M	Sell	7,921 -229	-3%	-$39.3K	0.32%	71
2024 Q2	$1.34M	Buy	8,150 +313	+4%	+$54K	0.36%	63
2024 Q1	$1.37M	Buy	7,837 +642	+9%	+$108K	0.38%	61
2023 Q4	$1.22M	Buy	7,195 +228	+3%	+$37.8K	1.07%	23
2023 Q3	$1.18M	Buy	+6,967	New	+$1.27M	0.39%	56

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

KPP Advisory Services's PEP Position: Q2 2026 in Review

KPP Advisory Services reduced its PepsiCo (PEP) stake by 0.18% in Q2 2026, selling an estimated $1.5K and leaving 5,470 shares worth $741K. The position accounts for 0.09% of the portfolio, ranked #171.

KPP Advisory Services first reported a position in PEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.68M in Q1 2025. 1,140 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

KPP Advisory Services held 5,470 shares of PepsiCo worth $741K as of Q2 2026.
KPP Advisory Services sold 10 PepsiCo shares in Q2 2026, an estimated $1.5K.
PepsiCo made up 0.09% of KPP Advisory Services's portfolio in Q2 2026, its #171 holding.
KPP Advisory Services first reported a position in PepsiCo in Q3 2023 and has held it in 12 quarters since.
KPP Advisory Services's PepsiCo position peaked at $1.68M in Q1 2025.
1,140 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.