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Monument Capital Management’s PepsiCo PEP Stock Holding History

Monument Capital 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 		$239K Sell
1,766
-668
-27% -$99.9K 0.05% 235
2026
Q1 		$378K Sell
2,434
-176
-7% -$27.4K 0.09% 154
2025
Q4 		$375K Sell
2,610
-1,615
-38% -$237K 0.09% 159
2025
Q3 		$593K Buy
+4,225
New +$603K 0.15% 120
2024
Q4 		– Sell
-1,751
Closed -$298K – 213
2024
Q3 		$298K Sell
1,751
-771
-31% -$132K 0.08% 153
2024
Q2 		$416K Buy
2,522
+222
+10% +$38.3K 0.12% 119
2024
Q1 		$402K Sell
2,300
-594
-21% -$100K 0.12% 134
2023
Q4 		$491K Sell
2,894
-16,604
-85% -$2.75M 0.16% 113
2023
Q3 		$3.3M Sell
19,498
-1,391
-7% -$253K 1.11% 20
2023
Q2 		$3.87M Sell
20,889
-169
-0.8% -$31.5K 1.23% 15
2023
Q1 		$3.84M Buy
21,058
+11,584
+122% +$2.02M 1.28% 20
2022
Q4 		$1.71M Buy
9,474
+1,241
+15% +$221K 0.59% 56
2022
Q3 		$1.34M Buy
8,233
+5,084
+161% +$876K 0.5% 60
2022
Q2 		$525K Buy
3,149
+676
+27% +$114K 0.2% 97
2022
Q1 		$414K Buy
2,473
+311
+14% +$52.2K 0.13% 103
2021
Q4 		$375K Buy
+2,162
New +$353K 0.12% 115

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
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 Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Monument Capital Management's PEP Position: Q2 2026 in Review

Monument Capital Management reduced its PepsiCo (PEP) stake by 27% in Q2 2026, selling an estimated $99.9K and leaving 1,766 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #235.

Monument Capital Management first reported a position in PEP in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.87M in Q2 2023. 1,647 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Monument Capital Management held 1,766 shares of PepsiCo worth $239K as of Q2 2026.
  • Monument Capital Management sold 668 PepsiCo shares in Q2 2026, an estimated $99.9K.
  • PepsiCo made up 0.05% of Monument Capital Management's portfolio in Q2 2026, its #235 holding.
  • Monument Capital Management first reported a position in PepsiCo in Q4 2021 and has held it in 16 quarters since.
  • Monument Capital Management's PepsiCo position peaked at $3.87M in Q2 2023.
  • 1,647 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.