Prota Financial
PEP icon

Prota Financial’s PepsiCo PEP Stock Holding History

Prota Financial’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
Q3 		$549K Buy
4,372
+58
+1% +$7.99K 0.35% 51
2026
Q2 		$609K Buy
4,314
+409
+10% +$61.2K 0.4% 42
2026
Q1 		$606K Buy
3,905
+371
+10% +$57.8K 0.44% 36
2025
Q4 		$507K Buy
+3,534
New +$519K 0.37% 38

Other funds holding PEP

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Prota Financial's PEP Position: Q3 2026 in Review

Prota Financial increased its PepsiCo (PEP) stake by 1.3% in Q3 2026, buying an estimated $7.99K and bringing the position to 4,372 shares worth $549K. The position accounts for 0.35% of the portfolio, ranked #51.

Prota Financial first reported a position in PEP in Q4 2025 and has held it in 4 quarters since. The position peaked at $609K in Q2 2026. 1,045 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Prota Financial held 4,372 shares of PepsiCo worth $549K as of Q3 2026.
  • Prota Financial bought 58 PepsiCo shares in Q3 2026, an estimated $7.99K.
  • PepsiCo made up 0.35% of Prota Financial's portfolio in Q3 2026, its #51 holding.
  • Prota Financial first reported a position in PepsiCo in Q4 2025 and has held it in 4 quarters since.
  • Prota Financial's PepsiCo position peaked at $609K in Q2 2026.
  • 1,045 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.