SGK
PEP icon

Steigerwald Gordon & Koch’s PepsiCo PEP Stock Holding History

Steigerwald Gordon & Koch’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 		$329K Sell
2,431
-160
-6% -$23.9K 0.03% 114
2026
Q1 		$402K Sell
2,591
-58
-2% -$9.04K 0.04% 95
2025
Q4 		$380K Sell
2,649
-285
-10% -$41.9K 0.04% 103
2025
Q3 		$412K Sell
2,934
-35
-1% -$5K 0.04% 96
2025
Q2 		$392K Sell
2,969
-145
-5% -$19.5K 0.04% 89
2025
Q1 		$467K Buy
3,114
+622
+25% +$92.6K 0.05% 84
2024
Q4 		$379K Sell
2,492
-25
-1% -$4.1K 0.04% 92
2024
Q3 		$428K Hold
2,517
– – 0.05% 89
2024
Q2 		$415K Buy
2,517
+70
+3% +$12.1K 0.05% 85
2024
Q1 		$428K Sell
2,447
-89
-4% -$15K 0.05% 86
2023
Q4 		$431K Sell
2,536
-474
-16% -$78.6K 0.06% 87
2023
Q3 		$510K Buy
3,010
+397
+15% +$72.1K 0.08% 76
2023
Q2 		$484K Sell
2,613
-640
-20% -$119K 0.07% 79
2023
Q1 		$593K Sell
3,253
-25
-0.8% -$4.37K 0.09% 71
2022
Q4 		$592K Sell
3,278
-183
-5% -$32.6K 0.09% 68
2022
Q3 		$565K Buy
3,461
+438
+14% +$75.5K 0.1% 66
2022
Q2 		$504K Buy
3,023
+401
+15% +$67.5K 0.09% 75
2022
Q1 		$439K Buy
2,622
+71
+3% +$11.9K 0.07% 83
2021
Q4 		$443K Buy
2,551
+141
+6% +$23K 0.07% 81
2021
Q3 		$362K Buy
2,410
+1
+0% +$155 0.06% 85
2021
Q2 		$357K Sell
2,409
-58
-2% -$8.45K 0.06% 86
2021
Q1 		$349K Buy
2,467
+1
+0% +$137 0.06% 84
2020
Q4 		$366K Buy
2,466
+2
+0.1% +$284 0.07% 81
2020
Q3 		$342K Sell
2,464
-16
-0.6% -$2.18K 0.08% 78
2020
Q2 		$328K Buy
2,480
+2
+0.1% +$264 0.09% 73
2020
Q1 		$298K Sell
2,478
-24
-1% -$3.24K 0.1% 70
2019
Q4 		$342K Buy
2,502
+302
+14% +$41.1K 0.08% 74
2019
Q3 		$302K Buy
2,200
+1
+0% +$133 0.08% 69
2019
Q2 		$288K Buy
2,199
+2
+0.1% +$256 0.07% 70
2019
Q1 		$269K Buy
2,197
+77
+4% +$8.78K 0.07% 73
2018
Q4 		$234K Buy
2,120
+251
+13% +$28.3K 0.07% 75
2018
Q3 		$209K Sell
1,869
-998
-35% -$113K 0.05% 82
2018
Q2 		$247K Buy
+2,867
New +$296K 0.07% 78

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

Steigerwald Gordon & Koch's PEP Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its PepsiCo (PEP) stake by 6.2% in Q2 2026, selling an estimated $23.9K and leaving 2,431 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #114.

Steigerwald Gordon & Koch first reported a position in PEP in Q2 2018 and has held it in 33 quarters since. The position peaked at $593K in Q1 2023. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Steigerwald Gordon & Koch held 2,431 shares of PepsiCo worth $329K as of Q2 2026.
  • Steigerwald Gordon & Koch sold 160 PepsiCo shares in Q2 2026, an estimated $23.9K.
  • PepsiCo made up 0.03% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #114 holding.
  • Steigerwald Gordon & Koch first reported a position in PepsiCo in Q2 2018 and has held it in 33 quarters since.
  • Steigerwald Gordon & Koch's PepsiCo position peaked at $593K in Q1 2023.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.