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SteelPeak Wealth’s PepsiCo PEP Stock Holding History

SteelPeak Wealth’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
2025
Q1 		– Hold
0
– -$60.8K – 655
2024
Q4 		– Hold
0
– – – 535
2024
Q3 		– Hold
0
– – – 487
2024
Q2 		– Hold
0
– – – 514

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
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 Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SteelPeak Wealth's PEP Position: Q2 2026 in Review

SteelPeak Wealth reduced its PepsiCo (PEP) stake by 57% in Q2 2026, selling an estimated $8.61M and leaving 42,736 shares worth $5.79M. The position accounts for 0.15% of the portfolio, ranked #116.

SteelPeak Wealth first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.6M in Q1 2026. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • SteelPeak Wealth held 42,736 shares of PepsiCo worth $5.79M as of Q2 2026.
  • SteelPeak Wealth sold 57,554 PepsiCo shares in Q2 2026, an estimated $8.61M.
  • PepsiCo made up 0.15% of SteelPeak Wealth's portfolio in Q2 2026, its #116 holding.
  • SteelPeak Wealth first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's PepsiCo position peaked at $15.6M in Q1 2026.
  • 1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.