PCA
PEP icon

Prosperity Capital Advisors’s PepsiCo PEP Stock Holding History

Prosperity Capital 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 		$651K Buy
4,806
+241
+5% +$36K 0.03% 246
2026
Q1 		$709K Sell
4,565
-399
-8% -$62.2K 0.04% 224
2025
Q4 		$712K Sell
4,964
-1
-0% -$147 0.04% 208
2025
Q3 		$697K Buy
4,965
+244
+5% +$34.8K 0.04% 228
2025
Q2 		$623K Sell
4,721
-247
-5% -$33.3K 0.04% 232
2025
Q1 		$744K Sell
4,968
-217
-4% -$32.3K 0.06% 188
2024
Q4 		$789K Buy
5,185
+141
+3% +$23.1K 0.06% 179
2024
Q3 		$858K Buy
5,044
+2,684
+114% +$461K 0.07% 174
2024
Q2 		$389K Sell
2,360
-4,575
-66% -$790K 0.04% 221
2024
Q1 		$1.21M Buy
6,935
+2,254
+48% +$379K 0.14% 121
2023
Q4 		$795K Buy
4,681
+17
+0.4% +$2.82K 0.09% 116
2023
Q3 		$790K Buy
4,664
+346
+8% +$62.8K 0.1% 104
2023
Q2 		$800K Buy
4,318
+264
+7% +$49.3K 0.11% 104
2023
Q1 		$739K Buy
4,054
+76
+2% +$13.3K 0.11% 94
2022
Q4 		$719K Buy
+3,978
New +$710K 0.22% 79

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Prosperity Capital Advisors's PEP Position: Q2 2026 in Review

Prosperity Capital Advisors increased its PepsiCo (PEP) stake by 5.3% in Q2 2026, buying an estimated $36K and bringing the position to 4,806 shares worth $651K. The position accounts for 0.03% of the portfolio, ranked #246.

Prosperity Capital Advisors first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q1 2024. 822 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Prosperity Capital Advisors held 4,806 shares of PepsiCo worth $651K as of Q2 2026.
  • Prosperity Capital Advisors bought 241 PepsiCo shares in Q2 2026, an estimated $36K.
  • PepsiCo made up 0.03% of Prosperity Capital Advisors's portfolio in Q2 2026, its #246 holding.
  • Prosperity Capital Advisors first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's PepsiCo position peaked at $1.21M in Q1 2024.
  • 822 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.