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Timothy G. Youngquist 2020 Irrevocable Trust’s PepsiCo PEP Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-2,028
Closed -$315K – 384
2026
Q1 		$315K Buy
+2,028
New +$316K 0.14% 107

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Bank of New York Mellon
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's PEP Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 2,028 shares — an estimated $315K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in PEP in Q1 2026 and held it in 1 quarter. The position peaked at $315K in Q1 2026. 2,263 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 2,028 PepsiCo shares in Q2 2026, an estimated $315K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in PepsiCo in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's PepsiCo position peaked at $315K in Q1 2026.
  • 2,263 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.