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Sulzberger Capital Advisors’s PepsiCo PEP Stock Holding History

Sulzberger Capital Advisors’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 		$234K Sell
1,730
-264
-13% -$39.5K 0.23% 48
2026
Q1 		$310K Buy
1,994
+139
+7% +$21.7K 0.32% 41
2025
Q4 		$266K Buy
1,855
+125
+7% +$18.4K 0.27% 43
2025
Q3 		$243K Sell
1,730
-1,120
-39% -$160K 0.27% 46
2025
Q2 		$376K Hold
2,850
– – 0.44% 33
2025
Q1 		$427K Hold
2,850
– – 0.56% 29
2024
Q4 		$433K Buy
+2,850
New +$467K 0.49% 37

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

Sulzberger Capital Advisors's PEP Position: Q2 2026 in Review

Sulzberger Capital Advisors reduced its PepsiCo (PEP) stake by 13% in Q2 2026, selling an estimated $39.5K and leaving 1,730 shares worth $234K. The position accounts for 0.23% of the portfolio, ranked #48.

Sulzberger Capital Advisors first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $433K in Q4 2024. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Sulzberger Capital Advisors held 1,730 shares of PepsiCo worth $234K as of Q2 2026.
  • Sulzberger Capital Advisors sold 264 PepsiCo shares in Q2 2026, an estimated $39.5K.
  • PepsiCo made up 0.23% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #48 holding.
  • Sulzberger Capital Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Sulzberger Capital Advisors's PepsiCo position peaked at $433K in Q4 2024.
  • 639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.