SFS
PEP icon

Sharp Financial Services’s PepsiCo PEP Stock Holding History

Sharp Financial Services’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 		$323K Sell
2,385
-725
-23% -$108K 0.15% 93
2026
Q1 		$483K Buy
3,110
+150
+5% +$23.4K 0.24% 59
2025
Q4 		$425K Sell
2,960
-625
-17% -$91.8K 0.21% 68
2025
Q3 		$503K Buy
+3,585
New +$512K 0.27% 52

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

Sharp Financial Services's PEP Position: Q2 2026 in Review

Sharp Financial Services reduced its PepsiCo (PEP) stake by 23% in Q2 2026, selling an estimated $108K and leaving 2,385 shares worth $323K. The position accounts for 0.15% of the portfolio, ranked #93.

Sharp Financial Services first reported a position in PEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $503K in Q3 2025. 1,328 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Sharp Financial Services held 2,385 shares of PepsiCo worth $323K as of Q2 2026.
  • Sharp Financial Services sold 725 PepsiCo shares in Q2 2026, an estimated $108K.
  • PepsiCo made up 0.15% of Sharp Financial Services's portfolio in Q2 2026, its #93 holding.
  • Sharp Financial Services first reported a position in PepsiCo in Q3 2025 and has held it in 4 quarters since.
  • Sharp Financial Services's PepsiCo position peaked at $503K in Q3 2025.
  • 1,328 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.