Shum Financial Group’s PepsiCo PEP Stock Holding History

Shum Financial Group’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	$524K	Sell	3,873 -501	-11%	-$74.9K	0.32%	71
2026 Q1	$679K	Sell	4,374 -6	-0.1%	-$935	0.48%	56
2025 Q4	$629K	Sell	4,380 -41	-0.9%	-$6.02K	0.45%	56
2025 Q3	$621K	Buy	+4,421	New	+$631K	0.46%	54
2025 Q1	$924K	Buy	6,163 +60	+1%	+$8.93K	0.8%	41
2024 Q4	$928K	Sell	6,103 -275	-4%	-$45.1K	0.8%	41
2024 Q3	$1.07M	Buy	+6,378	New	+$1.1M	0.89%	37

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Shum Financial Group's PEP Position: Q2 2026 in Review

Shum Financial Group reduced its PepsiCo (PEP) stake by 11% in Q2 2026, selling an estimated $74.9K and leaving 3,873 shares worth $524K. The position accounts for 0.32% of the portfolio, ranked #71.

Shum Financial Group first reported a position in PEP in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q3 2024. 1,179 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Shum Financial Group held 3,873 shares of PepsiCo worth $524K as of Q2 2026.
Shum Financial Group sold 501 PepsiCo shares in Q2 2026, an estimated $74.9K.
PepsiCo made up 0.32% of Shum Financial Group's portfolio in Q2 2026, its #71 holding.
Shum Financial Group first reported a position in PepsiCo in Q3 2024 and has held it in 7 quarters since.
Shum Financial Group's PepsiCo position peaked at $1.07M in Q3 2024.
1,179 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.