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Sequoia Financial Advisors’s PepsiCo PEP Stock Holding History

Sequoia 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
2025
Q3 		– Sell
-25,000
Closed -$647 – 1796
2025
Q2 		$647 Buy
+25,000
New +$3.37M ﹤0.01% 1585

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
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 Common Retirement Fund
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)
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

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

Sequoia Financial Advisors reduced its PepsiCo (PEP) stake by 3.6% in Q2 2026, selling an estimated $656K and leaving 115,964 shares worth $15.7M. The position accounts for 0.08% of the portfolio, ranked #163.

Sequoia Financial Advisors first reported a position in PEP in Q4 2013 and has held it in 51 quarters since. The position peaked at $35M in Q3 2024. 1,558 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Sequoia Financial Advisors held 115,964 shares of PepsiCo worth $15.7M as of Q2 2026.
  • Sequoia Financial Advisors sold 4,389 PepsiCo shares in Q2 2026, an estimated $656K.
  • PepsiCo made up 0.08% of Sequoia Financial Advisors's portfolio in Q2 2026, its #163 holding.
  • Sequoia Financial Advisors first reported a position in PepsiCo in Q4 2013 and has held it in 51 quarters since.
  • Sequoia Financial Advisors's PepsiCo position peaked at $35M in Q3 2024.
  • 1,558 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.