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Ritter Daniher Financial Advisory’s PepsiCo PEP Stock Holding History

Ritter Daniher Financial Advisory’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 		$286K Sell
2,110
-22
-1% -$3.29K 0.04% 141
2026
Q1 		$331K Sell
2,132
-81
-4% -$12.6K 0.06% 124
2025
Q4 		$318K Buy
2,213
+508
+30% +$74.6K 0.05% 131
2025
Q3 		$239K Sell
1,705
-160
-9% -$22.8K 0.04% 147
2025
Q2 		$246K Buy
1,865
+126
+7% +$17K 0.06% 87
2025
Q1 		$261K Sell
1,739
-325
-16% -$48.4K 0.07% 77
2024
Q4 		$314K Hold
2,064
– – 0.09% 67
2024
Q3 		$351K Hold
2,064
– – 0.1% 60
2024
Q2 		$340K Sell
2,064
-298
-13% -$51.4K 0.11% 58
2024
Q1 		$413K Hold
2,362
– – 0.14% 53
2023
Q4 		$401K Hold
2,362
– – 0.15% 53
2023
Q3 		$400K Buy
2,362
+795
+51% +$144K 0.17% 50
2023
Q2 		$290K Hold
1,567
– – 0.12% 56
2023
Q1 		$286K Sell
1,567
-214
-12% -$37.4K 0.13% 55
2022
Q4 		$322K Hold
1,781
– – 0.15% 55
2022
Q3 		$291K Sell
1,781
-18
-1% -$3.1K 0.21% 52
2022
Q2 		$300K Hold
1,799
– – 0.21% 50
2022
Q1 		$301K Hold
1,799
– – 0.21% 48
2021
Q4 		$313K Buy
1,799
+125
+7% +$20.4K 0.21% 44
2021
Q3 		$252K Sell
1,674
-100
-6% -$15.5K 0.18% 50
2021
Q2 		$263K Sell
1,774
-10
-0.6% -$1.46K 0.2% 46
2021
Q1 		$252K Hold
1,784
– – 0.2% 42
2020
Q4 		$265K Buy
+1,784
New +$254K 0.23% 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

Ritter Daniher Financial Advisory's PEP Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its PepsiCo (PEP) stake by 1% in Q2 2026, selling an estimated $3.29K and leaving 2,110 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #141.

Ritter Daniher Financial Advisory first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $413K in Q1 2024. 1,240 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Ritter Daniher Financial Advisory held 2,110 shares of PepsiCo worth $286K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 22 PepsiCo shares in Q2 2026, an estimated $3.29K.
  • PepsiCo made up 0.04% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #141 holding.
  • Ritter Daniher Financial Advisory first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • Ritter Daniher Financial Advisory's PepsiCo position peaked at $413K in Q1 2024.
  • 1,240 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.