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Nadler Financial Group’s PepsiCo PEP Stock Holding History

Nadler Financial Group’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 		$427K Sell
3,157
-10,532
-77% -$1.57M 0.04% 97
2026
Q1 		$2.13M Buy
13,689
+10,064
+278% +$1.57M 0.2% 41
2025
Q4 		$520K Sell
3,625
-1,012
-22% -$149K 0.05% 74
2025
Q3 		$651K Sell
4,637
-649
-12% -$92.7K 0.06% 66
2025
Q2 		$698K Sell
5,286
-99
-2% -$13.3K 0.07% 58
2025
Q1 		$807K Sell
5,385
-755
-12% -$112K 0.09% 54
2024
Q4 		$934K Sell
6,140
-325
-5% -$53.2K 0.1% 49
2024
Q3 		$1.1M Sell
6,465
-171
-3% -$29.4K 0.12% 44
2024
Q2 		$1.09M Sell
6,636
-12
-0.2% -$2.07K 0.13% 44
2024
Q1 		$1.16M Sell
6,648
-168
-2% -$28.3K 0.14% 44
2023
Q4 		$1.16M Hold
6,816
– – 0.16% 43
2023
Q3 		$1.15M Sell
6,816
-74
-1% -$13.4K 0.17% 44
2023
Q2 		$1.28M Sell
6,890
-325
-5% -$60.6K 0.19% 40
2023
Q1 		$1.32M Buy
7,215
+323
+5% +$56.5K 0.21% 43
2022
Q4 		$1.25M Sell
6,892
-98
-1% -$17.5K 0.22% 41
2022
Q3 		$1.14M Hold
6,990
– – 0.22% 40
2022
Q2 		$1.17M Sell
6,990
-6
-0.1% -$1.01K 0.21% 41
2022
Q1 		$1.17M Sell
6,996
-545
-7% -$91.5K 0.18% 44
2021
Q4 		$1.31M Sell
7,541
-13
-0.2% -$2.12K 0.19% 45
2021
Q3 		$1.14M Buy
7,554
+4
+0.1% +$619 0.19% 45
2021
Q2 		$1.12M Hold
7,550
– – 0.18% 45
2021
Q1 		$1.07M Sell
7,550
-120
-2% -$16.5K 0.19% 45
2020
Q4 		$1.14M Buy
7,670
+1,672
+28% +$238K 0.22% 39
2020
Q3 		$831K Buy
5,998
+44
+0.7% +$5.99K 0.18% 45
2020
Q2 		$787K Buy
5,954
+1,635
+38% +$216K 0.2% 43
2020
Q1 		$519K Sell
4,319
-22
-0.5% -$2.97K 0.16% 47
2019
Q4 		$593K Buy
4,341
+1
+0% +$136 0.15% 48
2019
Q3 		$595K Buy
4,340
+25
+0.6% +$3.32K 0.17% 45
2019
Q2 		$566K Hold
4,315
– – 0.16% 48
2019
Q1 		$529K Hold
4,315
– – 0.17% 47
2018
Q4 		$477K Sell
4,315
-221
-5% -$24.9K 0.16% 50
2018
Q3 		$507K Sell
4,536
-20
-0.4% -$2.27K 0.14% 50
2018
Q2 		$496K Buy
4,556
+316
+7% +$32.6K 0.14% 51
2018
Q1 		$463K Sell
4,240
-686
-14% -$78K 0.14% 48
2017
Q4 		$591K Sell
4,926
-1,085
-18% -$124K 0.18% 45
2017
Q3 		$670K Sell
6,011
-135
-2% -$15.6K 0.22% 39
2017
Q2 		$710K Sell
6,146
-208
-3% -$23.9K 0.24% 37
2017
Q1 		$711K Buy
6,354
+34
+0.5% +$3.65K 0.25% 37
2016
Q4 		$661K Buy
6,320
+1
+0% +$105 0.25% 38
2016
Q3 		$687K Sell
6,319
-66
-1% -$7.11K 0.27% 34
2016
Q2 		$676K Buy
6,385
+1
+0% +$103 0.29% 34
2016
Q1 		$654K Buy
6,384
+30
+0.5% +$2.96K 0.29% 35
2015
Q4 		$635K Buy
6,354
+2
+0% +$200 0.29% 35
2015
Q3 		$599K Buy
6,352
+1,026
+19% +$97.6K 0.3% 34
2015
Q2 		$497K Sell
5,326
-90
-2% -$8.6K 0.23% 41
2015
Q1 		$518K Buy
5,416
+16
+0.3% +$1.55K 0.25% 36
2014
Q4 		$511K Sell
5,400
-230
-4% -$22.1K 0.26% 41
2014
Q3 		$524K Buy
5,630
+603
+12% +$55.1K 0.31% 34
2014
Q2 		$449K Sell
5,027
-500
-9% -$43.2K 0.28% 35
2014
Q1 		$462K Sell
5,527
-75
-1% -$6.09K 0.31% 37
2013
Q4 		$465K Buy
5,602
+75
+1% +$6.23K 0.3% 39
2013
Q3 		$439K Sell
5,527
-145
-3% -$11.9K 0.32% 43
2013
Q2 		$464K Buy
+5,672
New +$463K 0.33% 43

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

Nadler Financial Group's PEP Position: Q2 2026 in Review

Nadler Financial Group reduced its PepsiCo (PEP) stake by 77% in Q2 2026, selling an estimated $1.57M and leaving 3,157 shares worth $427K. The position accounts for 0.04% of the portfolio, ranked #97.

Nadler Financial Group first reported a position in PEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.13M in Q1 2026. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Nadler Financial Group held 3,157 shares of PepsiCo worth $427K as of Q2 2026.
  • Nadler Financial Group sold 10,532 PepsiCo shares in Q2 2026, an estimated $1.57M.
  • PepsiCo made up 0.04% of Nadler Financial Group's portfolio in Q2 2026, its #97 holding.
  • Nadler Financial Group first reported a position in PepsiCo in Q2 2013 and has held it in 53 quarters since.
  • Nadler Financial Group's PepsiCo position peaked at $2.13M in Q1 2026.
  • 1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.