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Liberty Capital Management’s PepsiCo PEP Stock Holding History

Liberty Capital Management’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 		$1.42M Buy
+10,507
New +$1.57M 0.24% 84
2025
Q4 		$1.58M Sell
11,035
-1,699
-13% -$250K 0.29% 80
2025
Q3 		$1.79M Sell
12,734
-130
-1% -$18.6K 0.34% 76
2025
Q2 		$1.7M Buy
12,864
+262
+2% +$35.3K 0.34% 75
2025
Q1 		$1.89M Sell
12,602
-35
-0.3% -$5.21K 0.42% 63
2024
Q4 		$1.92M Sell
12,637
-1,422
-10% -$233K 0.43% 65
2024
Q3 		$2.39M Sell
14,059
-389
-3% -$66.8K 0.53% 54
2024
Q2 		$2.38M Buy
14,448
+271
+2% +$46.8K 0.57% 52
2024
Q1 		$2.48M Buy
14,177
+549
+4% +$92.4K 0.61% 48
2023
Q4 		$2.31M Buy
13,628
+23
+0.2% +$3.81K 0.61% 49
2023
Q3 		$2.31M Sell
13,605
-54
-0.4% -$9.81K 0.68% 46
2023
Q2 		$2.53M Sell
13,659
-361
-3% -$67.4K 0.76% 42
2023
Q1 		$2.56M Sell
14,020
-74
-0.5% -$12.9K 0.84% 39
2022
Q4 		$2.55M Hold
14,094
– – 0.88% 38
2022
Q3 		$2.3M Sell
14,094
-199
-1% -$34.3K 0.86% 40
2022
Q2 		$2.38M Sell
14,293
-320
-2% -$53.9K 0.85% 41
2022
Q1 		$2.45M Sell
14,613
-45
-0.3% -$7.55K 0.71% 44
2021
Q4 		$2.55M Sell
14,658
-1,426
-9% -$233K 0.69% 45
2021
Q3 		$2.42M Sell
16,084
-330
-2% -$51.1K 0.71% 48
2021
Q2 		$2.43M Sell
16,414
-2,842
-15% -$414K 0.74% 44
2021
Q1 		$2.72M Buy
19,256
+2,300
+14% +$316K 0.94% 40
2020
Q4 		$2.52M Buy
+16,956
New +$2.41M 0.91% 39
2020
Q2 		$2.17M Buy
16,410
+1,250
+8% +$165K 0.94% 35
2020
Q1 		$1.82M Buy
15,160
+37
+0.2% +$5K 0.95% 36
2019
Q4 		$2.07M Buy
15,123
+136
+0.9% +$18.5K 0.85% 43
2019
Q3 		$2.06M Sell
14,987
-218
-1% -$29K 0.91% 42
2019
Q2 		$1.99M Sell
15,205
-365
-2% -$46.8K 0.89% 40
2019
Q1 		$1.91M Sell
15,570
-172
-1% -$19.6K 0.96% 40
2018
Q4 		$1.74M Sell
15,742
-150
-0.9% -$16.9K 1.07% 37
2018
Q3 		$1.78M Buy
15,892
+883
+6% +$100K 0.93% 40
2018
Q2 		$1.63M Buy
15,009
+574
+4% +$59.3K 0.96% 37
2018
Q1 		$1.58M Sell
14,435
-74
-0.5% -$8.42K 0.95% 39
2017
Q4 		$1.7M Sell
14,509
-650
-4% -$74.2K 0.9% 40
2017
Q3 		$1.69M Sell
15,159
-269
-2% -$31.1K 0.93% 40
2017
Q2 		$1.75M Sell
15,428
-1,740
-10% -$200K 1.06% 35
2017
Q1 		$1.92M Buy
17,168
+850
+5% +$91.2K 1.15% 36
2016
Q4 		$1.68M Sell
16,318
-355
-2% -$37.2K 1.09% 38
2016
Q3 		$1.79M Buy
16,673
+870
+6% +$93.7K 1.16% 33
2016
Q2 		$1.67M Buy
15,803
+413
+3% +$42.6K 1.13% 37
2016
Q1 		$1.58M Sell
15,390
-1,105
-7% -$109K 1.18% 34
2015
Q4 		$1.65M Sell
16,495
-415
-2% -$41.4K 1.24% 32
2015
Q3 		$1.59M Sell
16,910
-6,983
-29% -$664K 1.26% 34
2015
Q2 		$2.23M Sell
23,893
-665
-3% -$63.5K 1.5% 24
2015
Q1 		$2.35M Buy
24,558
+145
+0.6% +$14K 1.57% 23
2014
Q4 		$2.31M Sell
24,413
-680
-3% -$65.2K 1.6% 24
2014
Q3 		$2.34M Sell
25,093
-779
-3% -$71.1K 1.7% 21
2014
Q2 		$2.31M Sell
25,872
-185
-0.7% -$16K 1.63% 22
2014
Q1 		$2.18M Buy
26,057
+394
+2% +$32K 1.6% 24
2013
Q4 		$2.13M Sell
25,663
-325
-1% -$27K 1.52% 24
2013
Q3 		$2.07M Buy
25,988
+1,263
+5% +$104K 1.64% 23
2013
Q2 		$2.02M Buy
+24,725
New +$2.02M 1.74% 21

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Liberty Capital Management's PEP Position: Q2 2026 in Review

Liberty Capital Management opened a new position in PepsiCo (PEP) in Q2 2026: 10,507 shares worth $1.42M. The stake represents 0.24% of the portfolio and ranks #84 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in PEP as recently as Q4 2025.

Liberty Capital Management first reported a position in PEP in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.72M in Q1 2021. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Liberty Capital Management held 10,507 shares of PepsiCo worth $1.42M as of Q2 2026.
  • PepsiCo was a new Liberty Capital Management position in Q2 2026.
  • PepsiCo made up 0.24% of Liberty Capital Management's portfolio in Q2 2026, its #84 holding.
  • Liberty Capital Management first reported a position in PepsiCo in Q2 2013 and has held it in 51 quarters since.
  • Liberty Capital Management's PepsiCo position peaked at $2.72M in Q1 2021.
  • 1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.