Morton Brown Family Wealth’s PepsiCo PEP Stock Holding History

Morton Brown Family 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	$3.93K	Buy	29 +21	+263%	+$3.14K	﹤0.01%	242
2026 Q1	$1.24K	Hold	8	–	–	﹤0.01%	262
2025 Q4	$1.15K	Buy	+8	New	+$1.18K	﹤0.01%	270
2025 Q3	–	Sell	-256	Closed	-$33.8K	–	309
2025 Q2	$33.8K	Hold	256	–	–	0.01%	124
2025 Q1	$38.4K	Buy	256 +23	+10%	+$3.42K	0.01%	116
2024 Q4	$35.4K	Hold	233	–	–	0.01%	119
2024 Q3	$39.6K	Hold	233	–	–	0.01%	106
2024 Q2	$39.7K	Hold	233	–	–	0.02%	100
2024 Q1	$40.8K	Sell	233 -40	-15%	-$6.73K	0.02%	94
2023 Q4	$46.4K	Buy	273 +22	+9%	+$3.65K	0.02%	104
2023 Q3	$42.5K	Hold	251	–	–	0.02%	84
2023 Q2	$46.5K	Hold	251	–	–	0.02%	78
2023 Q1	$45.8K	Hold	251	–	–	0.03%	78
2022 Q4	$45.3K	Hold	251	–	–	0.03%	79
2022 Q3	$41K	Sell	251 -34	-12%	-$5.86K	0.03%	71
2022 Q2	$47K	Buy	285 +34	+14%	+$5.72K	0.04%	68
2022 Q1	$42K	Sell	251 -11	-4%	-$1.85K	0.03%	75
2021 Q4	$46K	Buy	+262	New	+$42.8K	0.04%	78

Other funds holding PEP

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

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 Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morton Brown Family Wealth's PEP Position: Q2 2026 in Review

Morton Brown Family Wealth increased its PepsiCo (PEP) stake by 263% in Q2 2026, buying an estimated $3.14K and bringing the position to 29 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Morton Brown Family Wealth first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $47K in Q2 2022. 1,076 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Morton Brown Family Wealth held 29 shares of PepsiCo worth $3.93K as of Q2 2026.
Morton Brown Family Wealth bought 21 PepsiCo shares in Q2 2026, an estimated $3.14K.
PepsiCo made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #242 holding.
Morton Brown Family Wealth first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
Morton Brown Family Wealth's PepsiCo position peaked at $47K in Q2 2022.
1,076 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.