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MJT & Associates Financial Advisory’s PepsiCo PEP Stock Holding History

MJT & Associates Financial Advisory’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 		$320K Buy
2,366
+10
+0.4% +$1.5K 0.21% 32
2026
Q1 		$366K Hold
2,356
– – 0.27% 26
2025
Q4 		$338K Sell
2,356
-100
-4% -$14.7K 0.25% 26
2025
Q3 		$345K Buy
2,456
+20
+0.8% +$2.86K 0.28% 26
2025
Q2 		$322K Sell
2,436
-100
-4% -$13.5K 0.4% 29
2025
Q1 		$380K Buy
+2,536
New +$377K 0.37% 30

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

MJT & Associates Financial Advisory's PEP Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its PepsiCo (PEP) stake by 0.42% in Q2 2026, buying an estimated $1.5K and bringing the position to 2,366 shares worth $320K. The position accounts for 0.21% of the portfolio, ranked #32.

MJT & Associates Financial Advisory first reported a position in PEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $380K in Q1 2025. 987 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • MJT & Associates Financial Advisory held 2,366 shares of PepsiCo worth $320K as of Q2 2026.
  • MJT & Associates Financial Advisory bought 10 PepsiCo shares in Q2 2026, an estimated $1.5K.
  • PepsiCo made up 0.21% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #32 holding.
  • MJT & Associates Financial Advisory first reported a position in PepsiCo in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's PepsiCo position peaked at $380K in Q1 2025.
  • 987 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.