Sweeney & Michel’s PepsiCo PEP Stock Holding History

Sweeney & Michel’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 Q3	$386K	Sell	3,047 -198	-6%	-$27.3K	0.1%	109
2026 Q2	$451K	Sell	3,245 -473	-13%	-$70.7K	0.12%	102
2026 Q1	$580K	Buy	3,718 +22	+0.6%	+$3.43K	0.17%	80
2025 Q4	$625K	Buy	3,696 +105	+3%	+$15.4K	0.18%	78
2025 Q3	$539K	Sell	3,591 -56	-2%	-$8K	0.18%	81
2025 Q2	$493K	Sell	3,647 -423	-10%	-$57K	0.18%	86
2025 Q1	$571K	Buy	+4,070	New	+$606K	0.25%	66
2024 Q3	$740K	Buy	4,228 +20	+0.5%	+$3.44K	0.29%	60
2024 Q2	$681K	Buy	4,208 +19	+0.5%	+$3.28K	0.29%	59
2024 Q1	$754K	Buy	+4,189	New	+$705K	0.33%	54
2023 Q3	$703K	Buy	4,198 +17	+0.4%	+$3.09K	0.37%	50
2023 Q2	$771K	Sell	4,181 -13	-0.3%	-$2.43K	0.4%	45
2023 Q1	$761K	Buy	+4,194	New	+$733K	0.41%	44

Other funds holding PEP

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Sweeney & Michel's PEP Position: Q3 2026 in Review

Sweeney & Michel reduced its PepsiCo (PEP) stake by 6.1% in Q3 2026, selling an estimated $27.3K and leaving 3,047 shares worth $386K. The position accounts for 0.1% of the portfolio, ranked #109.

Sweeney & Michel first reported a position in PEP in Q1 2023 and has held it in 13 quarters since. The position peaked at $771K in Q2 2023. 1,718 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Sweeney & Michel held 3,047 shares of PepsiCo worth $386K as of Q3 2026.
Sweeney & Michel sold 198 PepsiCo shares in Q3 2026, an estimated $27.3K.
PepsiCo made up 0.1% of Sweeney & Michel's portfolio in Q3 2026, its #109 holding.
Sweeney & Michel first reported a position in PepsiCo in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's PepsiCo position peaked at $771K in Q2 2023.
1,718 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.