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Shulman DeMeo Asset Management’s PepsiCo PEP Stock Holding History

Shulman DeMeo 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 		$266K Buy
1,964
+55
+3% +$8.22K 0.05% 116
2026
Q1 		$296K Buy
1,909
+31
+2% +$4.83K 0.06% 106
2025
Q4 		$269K Hold
1,878
– – 0.06% 97
2025
Q3 		$264K Buy
1,878
+16
+0.9% +$2.29K 0.06% 100
2025
Q2 		$246K Buy
1,862
+17
+0.9% +$2.29K 0.06% 99
2025
Q1 		$277K Buy
1,845
+29
+2% +$4.32K 0.08% 95
2024
Q4 		$276K Hold
1,816
– – 0.07% 96
2024
Q3 		$309K Buy
1,816
+12
+0.7% +$2.06K 0.08% 99
2024
Q2 		$298K Sell
1,804
-4,880
-73% -$842K 0.08% 98
2024
Q1 		$1.17M Sell
6,684
-9
-0.1% -$1.51K 0.31% 28
2023
Q4 		$1.14M Sell
6,693
-18
-0.3% -$2.98K 0.32% 28
2023
Q3 		$1.14M Sell
6,711
-322
-5% -$58.5K 0.38% 23
2023
Q2 		$1.3M Buy
7,033
+1,369
+24% +$255K 0.39% 21
2023
Q1 		$1.03M Buy
5,664
+68
+1% +$11.9K 0.32% 29
2022
Q4 		$1.01M Buy
5,596
+28
+0.5% +$4.99K 0.34% 29
2022
Q3 		$909K Sell
5,568
-50
-0.9% -$8.62K 0.32% 31
2022
Q2 		$936K Buy
5,618
+23
+0.4% +$3.87K 0.31% 33
2022
Q1 		$937K Buy
5,595
+21
+0.4% +$3.53K 0.26% 38
2021
Q4 		$968K Buy
5,574
+76
+1% +$12.4K 0.25% 41
2021
Q3 		$827K Buy
+5,498
New +$851K 0.72% 26
2021
Q2 		– Sell
-5,581
Closed -$789K – 121
2021
Q1 		$789K Buy
5,581
+42
+0.8% +$5.76K 0.22% 52
2020
Q4 		$821K Buy
5,539
+567
+11% +$80.6K 0.23% 48
2020
Q3 		$689K Buy
4,972
+342
+7% +$46.5K 0.23% 49
2020
Q2 		$612K Sell
4,630
-7
-0.2% -$923 0.24% 48
2020
Q1 		$557K Sell
4,637
-209
-4% -$28.2K 0.26% 42
2019
Q4 		$662K Buy
4,846
+284
+6% +$38.7K 0.23% 49
2019
Q3 		$625K Buy
4,562
+579
+15% +$76.9K 0.21% 51
2019
Q2 		$522K Buy
3,983
+1,738
+77% +$223K 0.19% 54
2019
Q1 		$275K Buy
+2,245
New +$256K 0.1% 93

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

Shulman DeMeo Asset Management's PEP Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its PepsiCo (PEP) stake by 2.9% in Q2 2026, buying an estimated $8.22K and bringing the position to 1,964 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #116.

Shulman DeMeo Asset Management first reported a position in PEP in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.3M in Q2 2023. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Shulman DeMeo Asset Management held 1,964 shares of PepsiCo worth $266K as of Q2 2026.
  • Shulman DeMeo Asset Management bought 55 PepsiCo shares in Q2 2026, an estimated $8.22K.
  • PepsiCo made up 0.05% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #116 holding.
  • Shulman DeMeo Asset Management first reported a position in PepsiCo in Q1 2019 and has held it in 29 quarters since.
  • Shulman DeMeo Asset Management's PepsiCo position peaked at $1.3M in Q2 2023.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.