Moment Partners’s PepsiCo PEP Stock Holding History

Moment Partners’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	$628K	Sell	4,636 -13	-0.3%	-$1.94K	0.11%	48
2026 Q1	$722K	Sell	4,649 -1	-0%	-$156	0.13%	46
2025 Q4	$674K	Sell	4,650 -391	-8%	-$57.4K	0.14%	43
2025 Q3	$708K	Sell	5,041 -6	-0.1%	-$857	0.13%	53
2025 Q2	$666K	Buy	5,047 +50	+1%	+$6.74K	0.13%	47
2025 Q1	$749K	Sell	4,997 -20	-0.4%	-$2.98K	0.15%	43
2024 Q4	$763K	Buy	+5,017	New	+$822K	0.15%	43

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Moment Partners's PEP Position: Q2 2026 in Review

Moment Partners reduced its PepsiCo (PEP) stake by 0.28% in Q2 2026, selling an estimated $1.94K and leaving 4,636 shares worth $628K. The position accounts for 0.11% of the portfolio, ranked #48.

Moment Partners first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $763K in Q4 2024. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Moment Partners held 4,636 shares of PepsiCo worth $628K as of Q2 2026.
Moment Partners sold 13 PepsiCo shares in Q2 2026, an estimated $1.94K.
PepsiCo made up 0.11% of Moment Partners's portfolio in Q2 2026, its #48 holding.
Moment Partners first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Moment Partners's PepsiCo position peaked at $763K in Q4 2024.
1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.