Marathon Strategic Advisors’s PepsiCo PEP Stock Holding History

Marathon Strategic Advisors’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	$322K	Sell	2,375 -10	-0.4%	-$1.5K	0.18%	41
2026 Q1	$370K	Hold	2,385	–	–	0.27%	39
2025 Q4	$342K	Hold	2,385	–	–	0.26%	40
2025 Q3	$335K	Buy	2,385 +479	+25%	+$68.4K	0.27%	40
2025 Q2	$252K	Hold	1,906	–	–	0.23%	38
2025 Q1	$286K	Hold	1,906	–	–	0.31%	34
2024 Q4	$290K	Hold	1,906	–	–	0.31%	32
2024 Q3	$324K	Hold	1,906	–	–	0.34%	28
2024 Q2	$314K	Buy	+1,906	New	+$329K	0.37%	31
2024 Q1	–	Sell	-1,906	Closed	-$324K	–	31
2023 Q4	$324K	Buy	+1,906	New	+$316K	0.44%	27

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

Marathon Strategic Advisors's PEP Position: Q2 2026 in Review

Marathon Strategic Advisors reduced its PepsiCo (PEP) stake by 0.42% in Q2 2026, selling an estimated $1.5K and leaving 2,375 shares worth $322K. The position accounts for 0.18% of the portfolio, ranked #41.

Marathon Strategic Advisors first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $370K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Marathon Strategic Advisors held 2,375 shares of PepsiCo worth $322K as of Q2 2026.
Marathon Strategic Advisors sold 10 PepsiCo shares in Q2 2026, an estimated $1.5K.
PepsiCo made up 0.18% of Marathon Strategic Advisors's portfolio in Q2 2026, its #41 holding.
Marathon Strategic Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
Marathon Strategic Advisors's PepsiCo position peaked at $370K in Q1 2026.
1,069 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.