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Snider Financial Group’s PepsiCo PEP Stock Holding History

Snider 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 		$294K Hold
2,168
– – 0.07% 91
2026
Q1 		$337K Buy
2,168
+65
+3% +$10.1K 0.1% 77
2025
Q4 		$302K Sell
2,103
-157
-7% -$23.1K 0.08% 89
2025
Q3 		$317K Buy
2,260
+1
+0% +$143 0.09% 95
2025
Q2 		$298K Buy
+2,259
New +$304K 0.09% 95
2023
Q3 		– Sell
-1,138
Closed -$211K – 60
2023
Q2 		$211K Buy
+1,138
New +$212K 0.1% 56

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

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

Snider Financial Group held its PepsiCo (PEP) position steady in Q2 2026 at 2,168 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #91.

Snider Financial Group first reported a position in PEP in Q2 2023 and has held it in 6 quarters since. The position peaked at $337K in Q1 2026. 1,214 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Snider Financial Group held 2,168 shares of PepsiCo worth $294K as of Q2 2026.
  • Snider Financial Group left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.07% of Snider Financial Group's portfolio in Q2 2026, its #91 holding.
  • Snider Financial Group first reported a position in PepsiCo in Q2 2023 and has held it in 6 quarters since.
  • Snider Financial Group's PepsiCo position peaked at $337K in Q1 2026.
  • 1,214 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.