Pacific Point Advisors’s PepsiCo PEP Stock Holding History

Pacific Point Advisors’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	$1.22M	Sell	9,010 -8,564	-49%	-$1.28M	0.56%	56
2026 Q1	$2.73M	Buy	17,574 +32	+0.2%	+$4.99K	1.44%	10
2025 Q4	$2.52M	Sell	17,542 -484	-3%	-$71.1K	1.35%	12
2025 Q3	$2.53M	Sell	18,026 -250	-1%	-$35.7K	1.48%	12
2025 Q2	$2.41M	Sell	18,276 -27	-0.1%	-$3.64K	1.31%	11
2025 Q1	$2.74M	Buy	18,303 +856	+5%	+$127K	1.52%	9
2024 Q4	$2.5M	Buy	+17,447	New	+$2.86M	1.52%	11

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

Pacific Point Advisors's PEP Position: Q2 2026 in Review

Pacific Point Advisors reduced its PepsiCo (PEP) stake by 49% in Q2 2026, selling an estimated $1.28M and leaving 9,010 shares worth $1.22M. The position accounts for 0.56% of the portfolio, ranked #56.

Pacific Point Advisors first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.74M in Q1 2025. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Pacific Point Advisors held 9,010 shares of PepsiCo worth $1.22M as of Q2 2026.
Pacific Point Advisors sold 8,564 PepsiCo shares in Q2 2026, an estimated $1.28M.
PepsiCo made up 0.56% of Pacific Point Advisors's portfolio in Q2 2026, its #56 holding.
Pacific Point Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Pacific Point Advisors's PepsiCo position peaked at $2.74M in Q1 2025.
1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.