Purkiss Capital Advisors’s PepsiCo PEP Stock Holding History

Purkiss 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	$339K	Sell	2,504 -474	-16%	-$70.9K	0.13%	129
2026 Q1	$462K	Buy	2,978 +165	+6%	+$25.7K	0.2%	90
2025 Q4	$404K	Sell	2,813 -288	-9%	-$42.3K	0.19%	99
2025 Q3	$436K	Buy	3,101 +651	+27%	+$93K	0.21%	94
2025 Q2	$323K	Buy	+2,450	New	+$330K	0.18%	99
2025 Q1	–	Sell	-2,007	Closed	-$305K	–	116
2024 Q4	$305K	Buy	+2,007	New	+$329K	0.26%	66

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Purkiss Capital Advisors reduced its PepsiCo (PEP) stake by 16% in Q2 2026, selling an estimated $70.9K and leaving 2,504 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #129.

Purkiss Capital Advisors first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $462K in Q1 2026. 1,558 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Purkiss Capital Advisors held 2,504 shares of PepsiCo worth $339K as of Q2 2026.
Purkiss Capital Advisors sold 474 PepsiCo shares in Q2 2026, an estimated $70.9K.
PepsiCo made up 0.13% of Purkiss Capital Advisors's portfolio in Q2 2026, its #129 holding.
Purkiss Capital Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
Purkiss Capital Advisors's PepsiCo position peaked at $462K in Q1 2026.
1,558 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.