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Perryman Financial Advisory’s PepsiCo PEP Stock Holding History

Perryman Financial Advisory’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 		$7.57M Buy
55,916
+1,166
+2% +$174K 1.01% 31
2026
Q1 		$8.5M Sell
54,750
-375
-0.7% -$58.4K 1.27% 25
2025
Q4 		$7.91M Buy
+55,125
New +$8.1M 1.16% 26

Other funds holding PEP

Assenagon Asset Management
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
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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Perryman Financial Advisory's PEP Position: Q2 2026 in Review

Perryman Financial Advisory increased its PepsiCo (PEP) stake by 2.1% in Q2 2026, buying an estimated $174K and bringing the position to 55,916 shares worth $7.57M. The position accounts for 1.01% of the portfolio, ranked #31.

Perryman Financial Advisory first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.5M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Perryman Financial Advisory held 55,916 shares of PepsiCo worth $7.57M as of Q2 2026.
  • Perryman Financial Advisory bought 1,166 PepsiCo shares in Q2 2026, an estimated $174K.
  • PepsiCo made up 1.01% of Perryman Financial Advisory's portfolio in Q2 2026, its #31 holding.
  • Perryman Financial Advisory first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's PepsiCo position peaked at $8.5M in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.