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Team Financial Group’s PepsiCo PEP Stock Holding History

Team 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 		– Sell
-248
Closed -$38.6K – 192
2026
Q1 		$38.6K Buy
248
+4
+2% +$623 0.02% 128
2025
Q4 		$35K Hold
244
– – 0.02% 125
2025
Q3 		$34.2K Buy
244
+3
+1% +$428 0.02% 119
2025
Q2 		$31.8K Buy
+241
New +$32.5K 0.02% 112
2024
Q1 		– Sell
-227
Closed -$38.6K – 156
2023
Q4 		$38.6K Hold
227
– – 0.03% 77
2023
Q3 		$38.8K Buy
+227
New +$41.2K 0.03% 72

Other funds holding PEP

Assenagon Asset Management
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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

Team Financial Group sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 248 shares — an estimated $38.6K sold.

Team Financial Group first reported a position in PEP in Q3 2023 and held it in 6 quarters. The position peaked at $38.8K in Q3 2023. 1,019 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Team Financial Group reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 248 PepsiCo shares in Q2 2026, an estimated $38.6K.
  • Team Financial Group first reported a position in PepsiCo in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's PepsiCo position peaked at $38.8K in Q3 2023.
  • 1,019 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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