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Secure Asset Management’s PepsiCo PEP Stock Holding History

Secure Asset Management’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 		$400K Buy
2,951
+342
+13% +$51.1K 0.06% 217
2026
Q1 		$405K Sell
2,609
-147
-5% -$22.9K 0.06% 207
2025
Q4 		$396K Sell
2,756
-203
-7% -$29.8K 0.06% 226
2025
Q3 		$423K Sell
2,959
-8
-0.3% -$1.14K 0.07% 202
2025
Q2 		$392K Buy
2,967
+204
+7% +$27.5K 0.07% 218
2025
Q1 		$414K Sell
2,763
-783
-22% -$117K 0.08% 197
2024
Q4 		$539K Buy
3,546
+855
+32% +$140K 0.08% 187
2024
Q3 		$458K Buy
2,691
+997
+59% +$171K 0.08% 193
2024
Q2 		$279K Buy
1,694
+136
+9% +$23.5K 0.05% 239
2024
Q1 		$273K Sell
1,558
-1,034
-40% -$174K 0.06% 193
2023
Q4 		$440K Sell
2,592
-134
-5% -$22.2K 0.12% 135
2023
Q3 		$462K Buy
2,726
+365
+15% +$66.3K 0.14% 126
2023
Q2 		$437K Buy
2,361
+72
+3% +$13.4K 0.13% 123
2023
Q1 		$417K Sell
2,289
-73
-3% -$12.8K 0.14% 124
2022
Q4 		$427K Buy
2,362
+96
+4% +$17.1K 0.15% 127
2022
Q3 		$370K Sell
2,266
-65
-3% -$11.2K 0.21% 96
2022
Q2 		$388K Buy
2,331
+105
+5% +$17.7K 0.21% 94
2022
Q1 		$373K Buy
2,226
+128
+6% +$21.5K 0.17% 116
2021
Q4 		$364K Sell
2,098
-798
-28% -$130K 0.15% 118
2021
Q3 		$436K Sell
2,896
-133
-4% -$20.6K 0.22% 82
2021
Q2 		$449K Sell
3,029
-73
-2% -$10.6K 0.23% 89
2021
Q1 		$439K Buy
3,102
+719
+30% +$98.7K 0.24% 91
2020
Q4 		$353K Sell
2,383
-594
-20% -$84.4K 0.21% 101
2020
Q3 		$413K Buy
2,977
+14
+0.5% +$1.9K 0.28% 79
2020
Q2 		$392K Buy
2,963
+100
+3% +$13.2K 0.28% 91
2020
Q1 		$344K Buy
2,863
+160
+6% +$21.6K 0.37% 66
2019
Q4 		$369K Buy
+2,703
New +$368K 0.26% 96

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

Secure Asset Management's PEP Position: Q2 2026 in Review

Secure Asset Management increased its PepsiCo (PEP) stake by 13% in Q2 2026, buying an estimated $51.1K and bringing the position to 2,951 shares worth $400K. The position accounts for 0.06% of the portfolio, ranked #217.

Secure Asset Management first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $539K in Q4 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Secure Asset Management held 2,951 shares of PepsiCo worth $400K as of Q2 2026.
  • Secure Asset Management bought 342 PepsiCo shares in Q2 2026, an estimated $51.1K.
  • PepsiCo made up 0.06% of Secure Asset Management's portfolio in Q2 2026, its #217 holding.
  • Secure Asset Management first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • Secure Asset Management's PepsiCo position peaked at $539K in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.