Processus Wealth & Capital Management’s PepsiCo PEP Stock Holding History

Processus Wealth & Capital Management’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	$734K	Buy	5,422 +384	+8%	+$57.4K	0.43%	34
2026 Q1	$782K	Buy	5,038 +26	+0.5%	+$4.05K	0.53%	32
2025 Q4	$719K	Buy	5,012 +202	+4%	+$29.7K	0.47%	32
2025 Q3	$675K	Buy	4,810 +88	+2%	+$12.6K	0.48%	32
2025 Q2	$624K	Sell	4,722 -209	-4%	-$28.2K	0.49%	33
2025 Q1	$739K	Buy	4,931 +24	+0.5%	+$3.57K	0.63%	34
2024 Q4	$746K	Buy	4,907 +4	+0.1%	+$655	0.59%	34
2024 Q3	$834K	Sell	4,903 -17	-0.3%	-$2.92K	0.69%	33
2024 Q2	$811K	Buy	4,920 +99	+2%	+$17.1K	0.67%	32
2024 Q1	$844K	Buy	4,821 +407	+9%	+$68.5K	0.75%	32
2023 Q4	$750K	Buy	+4,414	New	+$732K	0.75%	34

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

Processus Wealth & Capital Management's PEP Position: Q2 2026 in Review

Processus Wealth & Capital Management increased its PepsiCo (PEP) stake by 7.6% in Q2 2026, buying an estimated $57.4K and bringing the position to 5,422 shares worth $734K. The position accounts for 0.43% of the portfolio, ranked #34.

Processus Wealth & Capital Management first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $844K in Q1 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Processus Wealth & Capital Management held 5,422 shares of PepsiCo worth $734K as of Q2 2026.
Processus Wealth & Capital Management bought 384 PepsiCo shares in Q2 2026, an estimated $57.4K.
PepsiCo made up 0.43% of Processus Wealth & Capital Management's portfolio in Q2 2026, its #34 holding.
Processus Wealth & Capital Management first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Processus Wealth & Capital Management's PepsiCo position peaked at $844K in Q1 2024.
1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.