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Marshall Financial Group (Maryland)’s PepsiCo PEP Stock Holding History

Marshall Financial Group (Maryland)’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
-1,577
Closed -$245K – 328
2026
Q1 		$245K Sell
1,577
-627
-28% -$97.7K 0.04% 265
2025
Q4 		$316K Sell
2,204
-299
-12% -$43.9K 0.06% 237
2025
Q3 		$352K Sell
2,503
-307
-11% -$43.8K 0.07% 202
2025
Q2 		$378K Sell
2,810
-122
-4% -$16.4K 0.07% 196
2025
Q1 		$440K Sell
2,932
-196
-6% -$29.2K 0.1% 169
2024
Q4 		$476K Buy
3,128
+70
+2% +$11.5K 0.12% 152
2024
Q3 		$520K Buy
+3,058
New +$525K 0.12% 154

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

Marshall Financial Group (Maryland)'s PEP Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,577 shares — an estimated $245K sold.

Marshall Financial Group (Maryland) first reported a position in PEP in Q3 2024 and held it in 7 quarters. The position peaked at $520K in Q3 2024. 1,063 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 1,577 PepsiCo shares in Q2 2026, an estimated $245K.
  • Marshall Financial Group (Maryland) first reported a position in PepsiCo in Q3 2024 and held it in 7 quarters.
  • Marshall Financial Group (Maryland)'s PepsiCo position peaked at $520K in Q3 2024.
  • 1,063 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.