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Lederer & Associates Investment Counsel’s PepsiCo PEP Stock Holding History

Lederer & Associates Investment Counsel’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 		$986K Buy
7,282
+1,612
+28% +$241K 0.65% 51
2026
Q1 		$880K Sell
5,670
-577
-9% -$89.9K 0.62% 53
2025
Q4 		$897K Hold
6,247
– – 0.6% 54
2025
Q3 		$877K Sell
6,247
-830
-12% -$119K 0.57% 54
2025
Q2 		$934K Sell
7,077
-1,167
-14% -$157K 0.62% 56
2025
Q1 		$1.24M Sell
8,244
-17
-0.2% -$2.53K 0.9% 39
2024
Q4 		$1.26M Buy
8,261
+8
+0.1% +$1.31K 0.88% 38
2024
Q3 		$1.4M Hold
8,253
– – 0.99% 36
2024
Q2 		$1.36M Sell
8,253
-360
-4% -$62.1K 0.98% 34
2024
Q1 		$1.51M Buy
8,613
+945
+12% +$159K 1.05% 33
2023
Q4 		$1.3M Buy
7,668
+88
+1% +$14.6K 0.96% 38
2023
Q3 		$1.28M Sell
7,580
-193
-2% -$35.1K 1.02% 36
2023
Q2 		$1.44M Buy
7,773
+50
+0.6% +$9.33K 1.09% 37
2023
Q1 		$1.41M Sell
7,723
-40
-0.5% -$6.99K 1.09% 34
2022
Q4 		$1.4M Sell
7,763
-55
-0.7% -$9.81K 1.15% 30
2022
Q3 		$1.28M Sell
7,818
-538
-6% -$92.7K 1.08% 31
2022
Q2 		$1.39M Buy
8,356
+36
+0.4% +$6.06K 1.07% 32
2022
Q1 		$1.39M Sell
8,320
-76
-0.9% -$12.8K 0.85% 43
2021
Q4 		$1.46M Buy
8,396
+863
+11% +$141K 0.85% 42
2021
Q3 		$1.13M Buy
7,533
+1,652
+28% +$256K 0.73% 50
2021
Q2 		$871K Buy
5,881
+1,090
+23% +$159K 0.58% 54
2021
Q1 		$678K Sell
4,791
-324
-6% -$44.5K 0.48% 59
2020
Q4 		$759K Buy
5,115
+25
+0.5% +$3.55K 0.58% 53
2020
Q3 		$705K Buy
5,090
+70
+1% +$9.52K 0.59% 52
2020
Q2 		$664K Hold
5,020
– – 0.62% 49
2020
Q1 		$603K Buy
5,020
+90
+2% +$12.2K 0.68% 50
2019
Q4 		$674K Buy
4,930
+205
+4% +$27.9K 0.59% 54
2019
Q3 		$648K Sell
4,725
-10
-0.2% -$1.33K 0.62% 52
2019
Q2 		$621K Sell
4,735
-335
-7% -$42.9K 0.57% 51
2019
Q1 		$621K Buy
5,070
+460
+10% +$52.4K 0.58% 51
2018
Q4 		$509K Buy
4,610
+260
+6% +$29.3K 0.54% 53
2018
Q3 		$486K Buy
4,350
+115
+3% +$13K 0.41% 57
2018
Q2 		$461K Sell
4,235
-115
-3% -$11.9K 0.42% 58
2018
Q1 		$475K Buy
4,350
+150
+4% +$17.1K 0.43% 58
2017
Q4 		$504K Hold
4,200
– – 0.45% 53
2017
Q3 		$468K Hold
4,200
– – 0.45% 51
2017
Q2 		$485K Sell
4,200
-180
-4% -$20.6K 0.47% 50
2017
Q1 		$490K Sell
4,380
-20
-0.5% -$2.15K 0.46% 58
2016
Q4 		$460K Buy
+4,400
New +$461K 0.46% 58
2015
Q3 		$452K Hold
4,795
– – 0.5% 54
2015
Q2 		$448K Sell
4,795
-125
-3% -$11.9K 0.46% 52
2015
Q1 		$470K Sell
4,920
-15
-0.3% -$1.45K 0.46% 51
2014
Q4 		$467K Buy
+4,935
New +$473K 0.46% 52

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

Lederer & Associates Investment Counsel's PEP Position: Q2 2026 in Review

Lederer & Associates Investment Counsel increased its PepsiCo (PEP) stake by 28% in Q2 2026, buying an estimated $241K and bringing the position to 7,282 shares worth $986K. The position accounts for 0.65% of the portfolio, ranked #51.

Lederer & Associates Investment Counsel first reported a position in PEP in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.51M in Q1 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Lederer & Associates Investment Counsel held 7,282 shares of PepsiCo worth $986K as of Q2 2026.
  • Lederer & Associates Investment Counsel bought 1,612 PepsiCo shares in Q2 2026, an estimated $241K.
  • PepsiCo made up 0.65% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #51 holding.
  • Lederer & Associates Investment Counsel first reported a position in PepsiCo in Q4 2014 and has held it in 43 quarters since.
  • Lederer & Associates Investment Counsel's PepsiCo position peaked at $1.51M in Q1 2024.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.