MeadowBrook Investment Advisors’s PepsiCo PEP Stock Holding History

MeadowBrook Investment 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	$806K	Buy	5,951 +105	+2%	+$15.7K	0.64%	42
2026 Q1	$908K	Sell	5,846 -5	-0.1%	-$779	0.8%	34
2025 Q4	$840K	Sell	5,851 -95	-2%	-$14K	0.72%	34
2025 Q3	$835K	Sell	5,946 -65	-1%	-$9.28K	0.72%	37
2025 Q2	$794K	Sell	6,011 -100	-2%	-$13.5K	0.71%	37
2025 Q1	$916K	Sell	6,111 -40	-0.7%	-$5.95K	0.86%	29
2024 Q4	$935K	Sell	6,151 -5	-0.1%	-$819	0.83%	30
2024 Q3	$1.05M	Buy	6,156 +131	+2%	+$22.5K	0.94%	28
2024 Q2	$994K	Sell	6,025 -235	-4%	-$40.6K	0.94%	27
2024 Q1	$1.1M	Sell	6,260 -175	-3%	-$29.5K	1.02%	30
2023 Q4	$1.09M	Buy	+6,435	New	+$1.07M	1.04%	28

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

MeadowBrook Investment Advisors's PEP Position: Q2 2026 in Review

MeadowBrook Investment Advisors increased its PepsiCo (PEP) stake by 1.8% in Q2 2026, buying an estimated $15.7K and bringing the position to 5,951 shares worth $806K. The position accounts for 0.64% of the portfolio, ranked #42.

MeadowBrook Investment Advisors first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q1 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

MeadowBrook Investment Advisors held 5,951 shares of PepsiCo worth $806K as of Q2 2026.
MeadowBrook Investment Advisors bought 105 PepsiCo shares in Q2 2026, an estimated $15.7K.
PepsiCo made up 0.64% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #42 holding.
MeadowBrook Investment Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
MeadowBrook Investment Advisors's PepsiCo position peaked at $1.1M in Q1 2024.
1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.