MOKAN Wealth Management’s PepsiCo PEP Stock Holding History

MOKAN Wealth 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	$1.27M	Buy	9,407 +495	+6%	+$74K	0.49%	43
2026 Q1	$1.38M	Sell	8,912 -4,507	-34%	-$702K	0.61%	40
2025 Q4	$1.93M	Sell	13,419 -1,082	-7%	-$159K	0.85%	34
2025 Q3	$2.04M	Sell	14,501 -1,325	-8%	-$189K	1.02%	30
2025 Q2	$2.09M	Buy	15,826 +3,686	+30%	+$497K	1.17%	29
2025 Q1	$1.82M	Buy	12,140 +1,120	+10%	+$167K	1.1%	30
2024 Q4	$1.68M	Buy	+11,020	New	+$1.81M	1.07%	27

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

MOKAN Wealth Management's PEP Position: Q2 2026 in Review

MOKAN Wealth Management increased its PepsiCo (PEP) stake by 5.6% in Q2 2026, buying an estimated $74K and bringing the position to 9,407 shares worth $1.27M. The position accounts for 0.49% of the portfolio, ranked #43.

MOKAN Wealth Management first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.09M in Q2 2025. 1,688 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

MOKAN Wealth Management held 9,407 shares of PepsiCo worth $1.27M as of Q2 2026.
MOKAN Wealth Management bought 495 PepsiCo shares in Q2 2026, an estimated $74K.
PepsiCo made up 0.49% of MOKAN Wealth Management's portfolio in Q2 2026, its #43 holding.
MOKAN Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
MOKAN Wealth Management's PepsiCo position peaked at $2.09M in Q2 2025.
1,688 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.