PKO Investment Management Joint-Stock’s PepsiCo PEP Stock Holding History

PKO Investment Management Joint-Stock’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	$8.49M	Buy	62,735 +27,735	+79%	+$4.15M	0.62%	41
2026 Q1	$5.44M	Sell	35,000 -22,314	-39%	-$3.48M	0.46%	48
2025 Q4	$8.23M	Buy	57,314 +11,314	+25%	+$1.66M	0.66%	31
2025 Q3	$6.46M	Sell	46,000 -22,000	-32%	-$3.14M	0.55%	40
2025 Q2	$8.98M	Buy	68,000 +38,000	+127%	+$5.12M	0.96%	28
2025 Q1	$4.5M	Buy	+30,000	New	+$4.47M	0.51%	45
2023 Q3	–	Sell	-7,326	Closed	-$1.36M	–	142
2023 Q2	$1.36M	Buy	+7,326	New	+$1.37M	0.17%	92
2021 Q4	–	Sell	-12,230	Closed	-$1.84M	–	118
2021 Q3	$1.84M	Hold	12,230	–	–	0.22%	77
2021 Q2	$1.81M	Hold	12,230	–	–	0.23%	68
2021 Q1	$1.73M	Buy	12,230 +7,000	+134%	+$961K	0.28%	59
2020 Q4	$776K	Hold	5,230	–	–	0.13%	65
2020 Q3	$725K	Hold	5,230	–	–	0.14%	63
2020 Q2	$692K	Hold	5,230	–	–	0.16%	63
2020 Q1	$628K	Hold	5,230	–	–	0.21%	60
2019 Q4	$715K	Hold	5,230	–	–	0.18%	67
2019 Q3	$717K	Hold	5,230	–	–	0.18%	73
2019 Q2	$686K	Hold	5,230	–	–	0.17%	72
2019 Q1	$641K	Hold	5,230	–	–	0.17%	74
2018 Q4	$578K	Hold	5,230	–	–	0.16%	70
2018 Q3	$585K	Hold	5,230	–	–	0.12%	72
2018 Q2	$569K	Hold	5,230	–	–	0.12%	73
2018 Q1	$571K	Hold	5,230	–	–	0.13%	66
2017 Q4	$627K	Hold	5,230	–	–	0.16%	65
2017 Q3	$583K	Hold	5,230	–	–	0.16%	64
2017 Q2	$604K	Hold	5,230	–	–	0.2%	58
2017 Q1	$585K	Buy	5,230 +4,638	+783%	+$498K	0.27%	47
2016 Q4	$61.9K	Buy	+592	New	+$62K	0.04%	58

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 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) 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PKO Investment Management Joint-Stock's PEP Position: Q2 2026 in Review

PKO Investment Management Joint-Stock increased its PepsiCo (PEP) stake by 79% in Q2 2026, buying an estimated $4.15M and bringing the position to 62,735 shares worth $8.49M. The position accounts for 0.62% of the portfolio, ranked #41.

PKO Investment Management Joint-Stock first reported a position in PEP in Q4 2016 and has held it in 27 quarters since. The position peaked at $8.98M in Q2 2025. 1,470 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

PKO Investment Management Joint-Stock held 62,735 shares of PepsiCo worth $8.49M as of Q2 2026.
PKO Investment Management Joint-Stock bought 27,735 PepsiCo shares in Q2 2026, an estimated $4.15M.
PepsiCo made up 0.62% of PKO Investment Management Joint-Stock's portfolio in Q2 2026, its #41 holding.
PKO Investment Management Joint-Stock first reported a position in PepsiCo in Q4 2016 and has held it in 27 quarters since.
PKO Investment Management Joint-Stock's PepsiCo position peaked at $8.98M in Q2 2025.
1,470 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on PKO Investment Management Joint-Stock's 13F filing for Q2 2026, filed 20 Jul 2026.