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Petra Financial Advisors’s PepsiCo PEP Stock Holding History

Petra Financial 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 		$300K Buy
2,217
+230
+12% +$34.4K 0.14% 137
2026
Q1 		$309K Sell
1,987
-423
-18% -$65.9K 0.19% 98
2025
Q4 		$346K Sell
2,410
-12
-0.5% -$1.76K 0.2% 111
2025
Q3 		$340K Buy
2,422
+9
+0.4% +$1.28K 0.2% 115
2025
Q2 		$319K Sell
2,413
-69
-3% -$9.29K 0.2% 111
2025
Q1 		$372K Sell
2,482
-57
-2% -$8.48K 0.31% 74
2024
Q4 		$386K Sell
2,539
-51
-2% -$8.36K 0.26% 96
2024
Q3 		$440K Sell
2,590
-303
-10% -$52.1K 0.29% 92
2024
Q2 		$477K Sell
2,893
-177
-6% -$30.5K 0.34% 79
2024
Q1 		$534K Buy
3,070
+365
+13% +$61.4K 0.39% 73
2023
Q4 		$459K Sell
2,705
-1,590
-37% -$264K 0.38% 77
2023
Q3 		$728K Buy
4,295
+530
+14% +$96.3K 0.61% 53
2023
Q2 		$697K Sell
3,765
-693
-16% -$129K 0.62% 49
2023
Q1 		$813K Buy
4,458
+480
+12% +$83.9K 0.8% 28
2022
Q4 		$719K Buy
+3,978
New +$710K 0.79% 34

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

Petra Financial Advisors's PEP Position: Q2 2026 in Review

Petra Financial Advisors increased its PepsiCo (PEP) stake by 12% in Q2 2026, buying an estimated $34.4K and bringing the position to 2,217 shares worth $300K. The position accounts for 0.14% of the portfolio, ranked #137.

Petra Financial Advisors first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $813K in Q1 2023. 1,240 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Petra Financial Advisors held 2,217 shares of PepsiCo worth $300K as of Q2 2026.
  • Petra Financial Advisors bought 230 PepsiCo shares in Q2 2026, an estimated $34.4K.
  • PepsiCo made up 0.14% of Petra Financial Advisors's portfolio in Q2 2026, its #137 holding.
  • Petra Financial Advisors first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
  • Petra Financial Advisors's PepsiCo position peaked at $813K in Q1 2023.
  • 1,240 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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