Taylor Financial Group’s PepsiCo PEP Stock Holding History

Taylor 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	$1.13M	Sell	8,317 -144	-2%	-$21.5K	0.62%	38
2026 Q1	$1.31M	Sell	8,461 -300	-3%	-$46.7K	0.8%	30
2025 Q4	$1.26M	Sell	8,761 -120	-1%	-$17.6K	0.74%	35
2025 Q3	$1.25M	Sell	8,881 -100	-1%	-$14.3K	0.72%	35
2025 Q2	$1.19M	Sell	8,981 -440	-5%	-$59.3K	0.74%	33
2025 Q1	$1.41M	Hold	9,421	–	–	0.98%	26
2024 Q4	$1.43M	Sell	9,421 -385	-4%	-$63.1K	0.99%	24
2024 Q3	$1.67M	Hold	9,806	–	–	1.15%	24
2024 Q2	$1.62M	Sell	9,806 -139	-1%	-$24K	1.24%	22
2024 Q1	$1.74M	Sell	9,945 -310	-3%	-$52.2K	1.33%	17
2023 Q4	$1.74M	Buy	+10,255	New	+$1.7M	1.43%	14

Other funds holding PEP

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

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 Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Taylor Financial Group's PEP Position: Q2 2026 in Review

Taylor Financial Group reduced its PepsiCo (PEP) stake by 1.7% in Q2 2026, selling an estimated $21.5K and leaving 8,317 shares worth $1.13M. The position accounts for 0.62% of the portfolio, ranked #38.

Taylor Financial Group first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q4 2023. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Taylor Financial Group held 8,317 shares of PepsiCo worth $1.13M as of Q2 2026.
Taylor Financial Group sold 144 PepsiCo shares in Q2 2026, an estimated $21.5K.
PepsiCo made up 0.62% of Taylor Financial Group's portfolio in Q2 2026, its #38 holding.
Taylor Financial Group first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Taylor Financial Group's PepsiCo position peaked at $1.74M in Q4 2023.
1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.