SMFG
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Sumitomo Mitsui Financial Group’s PepsiCo PEP Stock Holding History

Sumitomo Mitsui 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 		$3.5M Buy
25,819
+1,492
+6% +$223K 0.07% 72
2026
Q1 		$3.78M Sell
24,327
-622
-2% -$96.9K 0.08% 69
2025
Q4 		$3.58M Buy
24,949
+1,451
+6% +$213K 0.06% 71
2025
Q3 		$3.3M Buy
23,498
+3,298
+16% +$471K 0.06% 70
2025
Q2 		$2.67M Sell
20,200
-2,442
-11% -$329K 0.04% 70
2025
Q1 		$3.39M Sell
22,642
-1,439
-6% -$214K 0.06% 66
2024
Q4 		$3.66M Sell
24,081
-2,432
-9% -$398K 0.05% 69
2024
Q3 		$4.51M Sell
26,513
-839
-3% -$144K 0.1% 57
2024
Q2 		$4.51M Buy
27,352
+2,787
+11% +$481K 0.14% 55
2024
Q1 		$4.3M Buy
24,565
+957
+4% +$161K 0.13% 53
2023
Q4 		$4.01M Buy
23,608
+3,238
+16% +$537K 0.13% 58
2023
Q3 		$3.45M Buy
20,370
+1,820
+10% +$331K 0.11% 62
2023
Q2 		$3.44M Sell
18,550
-1,023
-5% -$191K 0.11% 65
2023
Q1 		$3.57M Buy
19,573
+2,035
+12% +$356K 0.11% 69
2022
Q4 		$3.17M Buy
17,538
+883
+5% +$157K 0.12% 74
2022
Q3 		$2.72M Buy
16,655
+423
+3% +$72.9K 0.11% 81
2022
Q2 		$2.71M Sell
16,232
-178
-1% -$30K 0.08% 93
2022
Q1 		$2.75M Sell
16,410
-3,432
-17% -$576K 0.08% 100
2021
Q4 		$3.45M Buy
19,842
+5,689
+40% +$929K 0.1% 83
2021
Q3 		$2.13M Buy
14,153
+5,173
+58% +$801K 0.05% 98
2021
Q2 		$1.33M Buy
8,980
+2,267
+34% +$330K 0.03% 98
2021
Q1 		$950K Buy
6,713
+2,267
+51% +$311K 0.02% 108
2020
Q4 		$659K Buy
4,446
+529
+14% +$75.2K 0.02% 103
2020
Q3 		$543K Buy
3,917
+1,794
+85% +$244K 0.02% 101
2020
Q2 		$281K Buy
2,123
+709
+50% +$93.5K 0.01% 101
2020
Q1 		$170K Buy
+1,414
New +$191K 0.01% 109

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sumitomo Mitsui Financial Group's PEP Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group increased its PepsiCo (PEP) stake by 6.1% in Q2 2026, buying an estimated $223K and bringing the position to 25,819 shares worth $3.5M. The position accounts for 0.07% of the portfolio, ranked #72.

Sumitomo Mitsui Financial Group first reported a position in PEP in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.51M in Q2 2024. 3,401 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 25,819 shares of PepsiCo worth $3.5M as of Q2 2026.
  • Sumitomo Mitsui Financial Group bought 1,492 PepsiCo shares in Q2 2026, an estimated $223K.
  • PepsiCo made up 0.07% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #72 holding.
  • Sumitomo Mitsui Financial Group first reported a position in PepsiCo in Q1 2020 and has held it in 26 quarters since.
  • Sumitomo Mitsui Financial Group's PepsiCo position peaked at $4.51M in Q2 2024.
  • 3,401 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.