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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
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

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

Prota Financial's PEP Position: Q2 2026 in Review

Prota Financial increased its PepsiCo (PEP) stake by 10% in Q2 2026, buying an estimated $61.2K and bringing the position to 4,314 shares worth $609K. The position accounts for 0.4% of the portfolio, ranked #42.

Prota Financial first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. 1,019 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Prota Financial held 4,314 shares of PepsiCo worth $609K as of Q2 2026.
  • Prota Financial bought 409 PepsiCo shares in Q2 2026, an estimated $61.2K.
  • PepsiCo made up 0.4% of Prota Financial's portfolio in Q2 2026, its #42 holding.
  • Prota Financial first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • 1,019 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.