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Sierra Summit Advisors’s PepsiCo PEP Stock Holding History

Sierra Summit 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
2026
Q2 		$1.32M Buy
9,750
+172
+2% +$25.7K 0.15% 94
2026
Q1 		$1.49M Buy
9,578
+7,072
+282% +$1.1M 0.22% 76
2025
Q4 		$360K Hold
2,506
– – 0.06% 159
2025
Q3 		$352K Hold
2,506
– – 0.05% 166
2025
Q2 		$331K Sell
2,506
-50
-2% -$6.74K 0.06% 165
2025
Q1 		$383K Sell
2,556
-162
-6% -$24.1K 0.08% 155
2024
Q4 		$413K Buy
2,718
+419
+18% +$68.7K 0.08% 129
2024
Q3 		$391K Hold
2,299
– – 0.09% 115
2024
Q2 		$379K Hold
2,299
– – 0.09% 115
2024
Q1 		$402K Buy
2,299
+50
+2% +$8.42K 0.11% 104
2023
Q4 		$382K Buy
+2,249
New +$373K 0.11% 108

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

Sierra Summit Advisors's PEP Position: Q2 2026 in Review

Sierra Summit Advisors increased its PepsiCo (PEP) stake by 1.8% in Q2 2026, buying an estimated $25.7K and bringing the position to 9,750 shares worth $1.32M. The position accounts for 0.15% of the portfolio, ranked #94.

Sierra Summit Advisors first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Sierra Summit Advisors held 9,750 shares of PepsiCo worth $1.32M as of Q2 2026.
  • Sierra Summit Advisors bought 172 PepsiCo shares in Q2 2026, an estimated $25.7K.
  • PepsiCo made up 0.15% of Sierra Summit Advisors's portfolio in Q2 2026, its #94 holding.
  • Sierra Summit Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • Sierra Summit Advisors's PepsiCo position peaked at $1.49M in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.