St. Louis Financial Planners Asset Management’s PepsiCo PEP Stock Holding History

St. Louis Financial Planners 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	-26,531	Closed	-$4.12M	–	42
2026 Q1	$4.12M	Buy	+26,531	New	+$4.13M	2.34%	11
2025 Q3	–	Sell	-21,471	Closed	-$2.84M	–	44
2025 Q2	$2.84M	Buy	+21,471	New	+$2.89M	2.16%	14
2024 Q3	–	Sell	-12,773	Closed	-$2.08M	–	38
2024 Q2	$2.08M	Buy	12,773 +2,040	+19%	+$352K	1.79%	18
2024 Q1	$1.82M	Buy	+10,733	New	+$1.81M	1.64%	26

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

St. Louis Financial Planners Asset Management's PEP Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 26,531 shares — an estimated $4.12M sold.

St. Louis Financial Planners Asset Management first reported a position in PEP in Q1 2024 and held it in 4 quarters. The position peaked at $4.12M in Q1 2026. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

St. Louis Financial Planners Asset Management reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 26,531 PepsiCo shares in Q2 2026, an estimated $4.12M.
St. Louis Financial Planners Asset Management first reported a position in PepsiCo in Q1 2024 and held it in 4 quarters.
St. Louis Financial Planners Asset Management's PepsiCo position peaked at $4.12M in Q1 2026.
1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.