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Simplify Asset Management’s PepsiCo PEP Stock Holding History

Simplify 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 		– Sell
-1,305
Closed -$203K – 157
2026
Q1 		$203K Buy
+1,305
New +$203K ﹤0.01% 136

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Simplify Asset Management's PEP Position: Q2 2026 in Review

Simplify Asset Management sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,305 shares — an estimated $203K sold.

Simplify Asset Management first reported a position in PEP in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 645 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Simplify Asset Management reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Simplify Asset Management sold 1,305 PepsiCo shares in Q2 2026, an estimated $203K.
  • Simplify Asset Management first reported a position in PepsiCo in Q1 2026 and held it in 1 quarter.
  • Simplify Asset Management's PepsiCo position peaked at $203K in Q1 2026.
  • 645 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.