MPPW
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Mitchell & Pahl Private Wealth’s PepsiCo PEP Stock Holding History

Mitchell & Pahl Private Wealth’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 		$2.03M Buy
15,026
+635
+4% +$94.9K 0.75% 57
2026
Q1 		$2.23M Buy
14,391
+1,134
+9% +$177K 0.91% 46
2025
Q4 		$1.9M Buy
13,257
+693
+6% +$102K 0.79% 52
2025
Q3 		$1.76M Buy
12,564
+102
+0.8% +$14.6K 0.74% 51
2025
Q2 		$1.65M Buy
12,462
+761
+7% +$103K 0.73% 55
2025
Q1 		$1.75M Buy
11,701
+382
+3% +$56.9K 0.82% 49
2024
Q4 		$1.72M Buy
11,319
+1,135
+11% +$186K 0.8% 48
2024
Q3 		$1.73M Buy
10,184
+260
+3% +$44.7K 0.81% 46
2024
Q2 		$1.64M Buy
9,924
+127
+1% +$21.9K 0.86% 45
2024
Q1 		$1.71M Buy
9,797
+394
+4% +$66.3K 0.9% 43
2023
Q4 		$1.6M Sell
9,403
-259
-3% -$43K 0.91% 42
2023
Q3 		$1.64M Buy
9,662
+815
+9% +$148K 0.97% 35
2023
Q2 		$1.64M Buy
8,847
+225
+3% +$42K 0.99% 32
2023
Q1 		$1.57M Buy
8,622
+470
+6% +$82.2K 0.98% 33
2022
Q4 		$1.47M Buy
8,152
+106
+1% +$18.9K 0.97% 36
2022
Q3 		$1.31M Buy
8,046
+370
+5% +$63.8K 0.97% 29
2022
Q2 		$1.28M Buy
7,676
+617
+9% +$104K 0.89% 37
2022
Q1 		$1.18M Buy
7,059
+484
+7% +$81.3K 0.75% 44
2021
Q4 		$1.14M Buy
6,575
+230
+4% +$37.6K 0.73% 44
2021
Q3 		$954K Buy
6,345
+59
+0.9% +$9.13K 0.69% 50
2021
Q2 		$931K Buy
6,286
+204
+3% +$29.7K 0.67% 53
2021
Q1 		$860K Buy
6,082
+262
+5% +$36K 0.67% 52
2020
Q4 		$863K Buy
+5,820
New +$827K 0.73% 48

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
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
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

Mitchell & Pahl Private Wealth's PEP Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its PepsiCo (PEP) stake by 4.4% in Q2 2026, buying an estimated $94.9K and bringing the position to 15,026 shares worth $2.03M. The position accounts for 0.75% of the portfolio, ranked #57.

Mitchell & Pahl Private Wealth first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.23M in Q1 2026. 762 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 15,026 shares of PepsiCo worth $2.03M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 635 PepsiCo shares in Q2 2026, an estimated $94.9K.
  • PepsiCo made up 0.75% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #57 holding.
  • Mitchell & Pahl Private Wealth first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's PepsiCo position peaked at $2.23M in Q1 2026.
  • 762 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.