QFA
PEP icon

Quantum Financial Advisors’s PepsiCo PEP Stock Holding History

Quantum Financial 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 		$625K Buy
4,613
+27
+0.6% +$4.04K 0.06% 108
2026
Q1 		$712K Sell
4,586
-32
-0.7% -$4.99K 0.08% 87
2025
Q4 		$663K Buy
4,618
+1,055
+30% +$155K 0.07% 94
2025
Q3 		$500K Buy
3,563
+188
+6% +$26.8K 0.06% 96
2025
Q2 		$446K Sell
3,375
-113
-3% -$15.2K 0.06% 99
2025
Q1 		$523K Buy
3,488
+1,764
+102% +$263K 0.08% 92
2024
Q4 		$262K Sell
1,724
-2,126
-55% -$348K 0.04% 143
2024
Q3 		$655K Buy
3,850
+293
+8% +$50.3K 0.1% 81
2024
Q2 		$587K Buy
3,557
+40
+1% +$6.9K 0.1% 82
2024
Q1 		$616K Buy
3,517
+747
+27% +$126K 0.11% 77
2023
Q4 		$471K Sell
2,770
-21
-0.8% -$3.48K 0.11% 53
2023
Q3 		$473K Hold
2,791
– – 0.14% 56
2023
Q2 		$517K Hold
2,791
– – 0.15% 44
2023
Q1 		$509K Hold
2,791
– – 0.16% 42
2022
Q4 		$504K Buy
2,791
+134
+5% +$23.9K 0.23% 34
2022
Q3 		$434K Buy
2,657
+228
+9% +$39.3K 0.19% 38
2022
Q2 		$427K Buy
+2,429
New +$409K 0.16% 44

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

Quantum Financial Advisors's PEP Position: Q2 2026 in Review

Quantum Financial Advisors increased its PepsiCo (PEP) stake by 0.59% in Q2 2026, buying an estimated $4.04K and bringing the position to 4,613 shares worth $625K. The position accounts for 0.06% of the portfolio, ranked #108.

Quantum Financial Advisors first reported a position in PEP in Q2 2022 and has held it in 17 quarters since. The position peaked at $712K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Quantum Financial Advisors held 4,613 shares of PepsiCo worth $625K as of Q2 2026.
  • Quantum Financial Advisors bought 27 PepsiCo shares in Q2 2026, an estimated $4.04K.
  • PepsiCo made up 0.06% of Quantum Financial Advisors's portfolio in Q2 2026, its #108 holding.
  • Quantum Financial Advisors first reported a position in PepsiCo in Q2 2022 and has held it in 17 quarters since.
  • Quantum Financial Advisors's PepsiCo position peaked at $712K in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.