Sunbeam Capital Management’s PepsiCo PEP Stock Holding History

Sunbeam Capital 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	$376K	Buy	2,775 +807	+41%	+$121K	0.17%	88
2026 Q1	$306K	Buy	1,968 +22	+1%	+$3.43K	0.17%	82
2025 Q4	$279K	Buy	1,946 +20	+1%	+$2.94K	0.17%	85
2025 Q3	$271K	Buy	1,926 +36	+2%	+$5.14K	0.17%	85
2025 Q2	$250K	Buy	+1,890	New	+$255K	0.19%	78
2025 Q1	–	Sell	-1,594	Closed	-$242K	–	82
2024 Q4	$242K	Buy	+1,594	New	+$261K	0.23%	74

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

Sunbeam Capital Management's PEP Position: Q2 2026 in Review

Sunbeam Capital Management increased its PepsiCo (PEP) stake by 41% in Q2 2026, buying an estimated $121K and bringing the position to 2,775 shares worth $376K. The position accounts for 0.17% of the portfolio, ranked #88.

Sunbeam Capital Management first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Sunbeam Capital Management held 2,775 shares of PepsiCo worth $376K as of Q2 2026.
Sunbeam Capital Management bought 807 PepsiCo shares in Q2 2026, an estimated $121K.
PepsiCo made up 0.17% of Sunbeam Capital Management's portfolio in Q2 2026, its #88 holding.
Sunbeam Capital Management first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.