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Richards, Merrill & Peterson’s PepsiCo PEP Stock Holding History

Richards, Merrill & Peterson’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 		$283K Buy
2,091
+153
+8% +$22.9K 0.09% 162
2026
Q1 		$301K Buy
1,938
+67
+4% +$10.4K 0.11% 156
2025
Q4 		$268K Buy
1,871
+151
+9% +$22.2K 0.1% 153
2025
Q3 		$241K Sell
1,720
-29
-2% -$4.14K 0.1% 151
2025
Q2 		$231K Sell
1,749
-101
-5% -$13.6K 0.11% 145
2025
Q1 		$277K Buy
1,850
+49
+3% +$7.29K 0.14% 125
2024
Q4 		$274K Buy
+1,801
New +$295K 0.14% 125

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Richards, Merrill & Peterson's PEP Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its PepsiCo (PEP) stake by 7.9% in Q2 2026, buying an estimated $22.9K and bringing the position to 2,091 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #162.

Richards, Merrill & Peterson first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $301K in Q1 2026. 1,261 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Richards, Merrill & Peterson held 2,091 shares of PepsiCo worth $283K as of Q2 2026.
  • Richards, Merrill & Peterson bought 153 PepsiCo shares in Q2 2026, an estimated $22.9K.
  • PepsiCo made up 0.09% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #162 holding.
  • Richards, Merrill & Peterson first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's PepsiCo position peaked at $301K in Q1 2026.
  • 1,261 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.