Mesirow Financial Investment Management’s PepsiCo PEP Stock Holding History

Mesirow Financial Investment Management’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	$17.5M	Sell	129,101 -61,611	-32%	-$9.21M	0.27%	84
2026 Q1	$29.6M	Buy	190,712 +104,632	+122%	+$16.3M	0.48%	54
2025 Q4	$12.4M	Sell	86,080 -14,566	-14%	-$2.14M	0.25%	86
2025 Q3	$14.1M	Sell	100,646 -115,861	-54%	-$16.5M	0.25%	85
2025 Q2	$28.6M	Buy	216,507 +1,663	+0.8%	+$224K	0.56%	46
2025 Q1	$32.2M	Sell	214,844 -498	-0.2%	-$74.1K	0.62%	37
2024 Q4	$32.7M	Sell	215,342 -1,158	-0.5%	-$190K	0.65%	34
2024 Q3	$36.8M	Buy	216,500 +1,158	+0.5%	+$199K	0.71%	34
2024 Q2	$35.5M	Buy	215,342 +687	+0.3%	+$119K	0.8%	26
2024 Q1	$37.6M	Buy	214,655 +15,342	+8%	+$2.58M	0.85%	23
2023 Q4	$13M	Buy	+199,313	New	+$33.1M	0.48%	47

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 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

Mesirow Financial Investment Management's PEP Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its PepsiCo (PEP) stake by 32% in Q2 2026, selling an estimated $9.21M and leaving 129,101 shares worth $17.5M. The position accounts for 0.27% of the portfolio, ranked #84.

Mesirow Financial Investment Management first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.6M in Q1 2024. 1,558 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Mesirow Financial Investment Management held 129,101 shares of PepsiCo worth $17.5M as of Q2 2026.
Mesirow Financial Investment Management sold 61,611 PepsiCo shares in Q2 2026, an estimated $9.21M.
PepsiCo made up 0.27% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #84 holding.
Mesirow Financial Investment Management first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's PepsiCo position peaked at $37.6M in Q1 2024.
1,558 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.