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LifeSteps Financial’s PepsiCo PEP Stock Holding History

LifeSteps Financial’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 		$311K Sell
2,294
-131
-5% -$19.6K 0.14% 78
2026
Q1 		$377K Buy
2,425
+1
+0% +$156 0.24% 64
2025
Q4 		$348K Hold
2,424
– – 0.22% 69
2025
Q3 		$340K Sell
2,424
-161
-6% -$23K 0.22% 70
2025
Q2 		$341K Sell
2,585
-518
-17% -$69.8K 0.23% 67
2025
Q1 		$465K Sell
3,103
-594
-16% -$88.4K 0.38% 48
2024
Q4 		$562K Sell
3,697
-85
-2% -$13.9K 0.43% 42
2024
Q3 		$643K Buy
3,782
+1
+0% +$172 0.5% 38
2024
Q2 		$624K Sell
3,781
-223
-6% -$38.5K 0.51% 39
2024
Q1 		$701K Sell
4,004
-100
-2% -$16.8K 0.53% 36
2023
Q4 		$697K Buy
4,104
+479
+13% +$79.4K 0.62% 34
2023
Q3 		$614K Buy
3,625
+1
+0% +$182 0.63% 35
2023
Q2 		$671K Sell
3,624
-25
-0.7% -$4.67K 0.66% 33
2023
Q1 		$665K Buy
3,649
+448
+14% +$78.3K 0.71% 31
2022
Q4 		$578K Buy
3,201
+165
+5% +$29.4K 0.6% 37
2022
Q3 		$496K Buy
3,036
+332
+12% +$57.2K 0.56% 38
2022
Q2 		$451K Buy
2,704
+295
+12% +$49.7K 0.47% 42
2022
Q1 		$403K Buy
2,409
+379
+19% +$63.6K 0.3% 56
2021
Q4 		$353K Sell
2,030
-250
-11% -$40.8K 0.25% 58
2021
Q3 		$343K Buy
2,280
+1
+0% +$155 0.26% 58
2021
Q2 		$338K Buy
2,279
+50
+2% +$7.29K 0.26% 57
2021
Q1 		$315K Buy
2,229
+1
+0% +$137 0.26% 62
2020
Q4 		$330K Sell
2,228
-100
-4% -$14.2K 0.3% 55
2020
Q3 		$323K Sell
2,328
-100
-4% -$13.6K 0.34% 51
2020
Q2 		$321K Buy
2,428
+101
+4% +$13.3K 0.37% 47
2020
Q1 		$279K Hold
2,327
– – 0.32% 59
2019
Q4 		$318K Buy
+2,327
New +$317K 0.3% 62

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

LifeSteps Financial's PEP Position: Q2 2026 in Review

LifeSteps Financial reduced its PepsiCo (PEP) stake by 5.4% in Q2 2026, selling an estimated $19.6K and leaving 2,294 shares worth $311K. The position accounts for 0.14% of the portfolio, ranked #78.

LifeSteps Financial first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $701K in Q1 2024. 1,482 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • LifeSteps Financial held 2,294 shares of PepsiCo worth $311K as of Q2 2026.
  • LifeSteps Financial sold 131 PepsiCo shares in Q2 2026, an estimated $19.6K.
  • PepsiCo made up 0.14% of LifeSteps Financial's portfolio in Q2 2026, its #78 holding.
  • LifeSteps Financial first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's PepsiCo position peaked at $701K in Q1 2024.
  • 1,482 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.