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Teamwork Financial Advisors’s PepsiCo PEP Stock Holding History

Teamwork Financial Advisors’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 		$227K Sell
1,678
-389
-19% -$58.2K 0.02% 182
2026
Q1 		$321K Sell
2,067
-11,569
-85% -$1.8M 0.03% 176
2025
Q4 		$1.96M Sell
13,636
-2,807
-17% -$412K 0.2% 77
2025
Q3 		$2.31M Buy
16,443
+3,582
+28% +$512K 0.24% 68
2025
Q2 		$1.7M Buy
12,861
+3,333
+35% +$449K 0.2% 77
2025
Q1 		$1.43M Buy
+9,528
New +$1.42M 0.19% 72
2024
Q3 		– Sell
-1,427
Closed -$235K – 168
2024
Q2 		$235K Sell
1,427
-91
-6% -$15.7K 0.03% 123
2024
Q1 		$266K Sell
1,518
-953
-39% -$160K 0.04% 155
2023
Q4 		$420K Sell
2,471
-213
-8% -$35.3K 0.07% 112
2023
Q3 		$455K Buy
2,684
+126
+5% +$22.9K 0.07% 137
2023
Q2 		$474K Sell
2,558
-1,930
-43% -$360K 0.08% 132
2023
Q1 		$818K Sell
4,488
-17,070
-79% -$2.98M 0.15% 90
2022
Q4 		$3.89M Buy
21,558
+19,509
+952% +$3.48M 0.78% 26
2022
Q3 		$335K Sell
2,049
-74
-3% -$12.8K 0.07% 160
2022
Q2 		$354K Sell
2,123
-382
-15% -$64.3K 0.08% 161
2022
Q1 		$419K Sell
2,505
-2,964
-54% -$498K 0.08% 180
2021
Q4 		$950K Sell
5,469
-215
-4% -$35.1K 0.17% 127
2021
Q3 		$855K Buy
5,684
+781
+16% +$121K 0.17% 108
2021
Q2 		$727K Sell
4,903
-104
-2% -$15.2K 0.15% 117
2021
Q1 		$708K Sell
5,007
-70
-1% -$9.61K 0.17% 119
2020
Q4 		$753K Sell
5,077
-421
-8% -$59.8K 0.18% 102
2020
Q3 		$762K Sell
5,498
-5,526
-50% -$752K 0.24% 92
2020
Q2 		$1.46M Sell
11,024
-945
-8% -$125K 0.52% 43
2020
Q1 		$1.44M Buy
11,969
+3,379
+39% +$457K 0.89% 24
2019
Q4 		$1.17M Buy
+8,590
New +$1.17M 0.7% 29

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

Teamwork Financial Advisors's PEP Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its PepsiCo (PEP) stake by 19% in Q2 2026, selling an estimated $58.2K and leaving 1,678 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #182.

Teamwork Financial Advisors first reported a position in PEP in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.89M in Q4 2022. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Teamwork Financial Advisors held 1,678 shares of PepsiCo worth $227K as of Q2 2026.
  • Teamwork Financial Advisors sold 389 PepsiCo shares in Q2 2026, an estimated $58.2K.
  • PepsiCo made up 0.02% of Teamwork Financial Advisors's portfolio in Q2 2026, its #182 holding.
  • Teamwork Financial Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 25 quarters since.
  • Teamwork Financial Advisors's PepsiCo position peaked at $3.89M in Q4 2022.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.