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Mayflower Financial Advisors’s PepsiCo PEP Stock Holding History

Mayflower Financial 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 		$9.24M Buy
68,214
+56,361
+475% +$8.43M 0.8% 32
2026
Q1 		$1.84M Buy
11,853
+929
+9% +$145K 0.22% 104
2025
Q4 		$1.57M Buy
10,924
+115
+1% +$16.9K 0.19% 113
2025
Q3 		$1.52M Sell
10,809
-215
-2% -$30.7K 0.19% 118
2025
Q2 		$1.46M Sell
11,024
-2,098
-16% -$283K 0.2% 116
2025
Q1 		$1.97M Sell
13,122
-149
-1% -$22.2K 0.3% 80
2024
Q4 		$2.02M Buy
13,271
+487
+4% +$79.8K 0.3% 77
2024
Q3 		$2.17M Sell
12,784
-611
-5% -$105K 0.33% 71
2024
Q2 		$2.21M Buy
13,395
+67
+0.5% +$11.6K 0.36% 66
2024
Q1 		$2.33M Sell
13,328
-33,334
-71% -$5.61M 0.39% 64
2023
Q4 		$7.93M Buy
46,662
+492
+1% +$81.6K 1.09% 19
2023
Q3 		$7.82M Buy
46,170
+358
+0.8% +$65K 1.17% 21
2023
Q2 		$8.49M Buy
45,812
+173
+0.4% +$32.3K 1.1% 22
2023
Q1 		$8.32M Buy
45,639
+206
+0.5% +$36K 1.09% 21
2022
Q4 		$8.21M Buy
45,433
+868
+2% +$155K 1.14% 22
2022
Q3 		$7.28M Buy
44,565
+513
+1% +$88.4K 1.17% 22
2022
Q2 		$7.34M Buy
44,052
+60
+0.1% +$10.1K 1.13% 23
2022
Q1 		$7.36M Buy
43,992
+122
+0.3% +$20.5K 0.99% 25
2021
Q4 		$7.62M Sell
43,870
-125
-0.3% -$20.4K 1.01% 25
2021
Q3 		$7.04M Sell
43,995
-59
-0.1% -$9.13K 0.95% 28
2021
Q2 		$6.53M Buy
44,054
+34,979
+385% +$5.1M 0.9% 27
2021
Q1 		$1.28M Sell
9,075
-1,794
-17% -$246K 0.19% 83
2020
Q4 		$1.61M Buy
+10,869
New +$1.54M 0.28% 63

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Mayflower Financial Advisors's PEP Position: Q2 2026 in Review

Mayflower Financial Advisors increased its PepsiCo (PEP) stake by 475% in Q2 2026, buying an estimated $8.43M and bringing the position to 68,214 shares worth $9.24M. The position accounts for 0.8% of the portfolio, ranked #32.

Mayflower Financial Advisors first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Mayflower Financial Advisors held 68,214 shares of PepsiCo worth $9.24M as of Q2 2026.
  • Mayflower Financial Advisors bought 56,361 PepsiCo shares in Q2 2026, an estimated $8.43M.
  • PepsiCo made up 0.8% of Mayflower Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • Mayflower Financial Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • 639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.