Thurston Springer Miller Herd & Titak’s PepsiCo PEP Stock Holding History

Thurston Springer Miller Herd & Titak’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	$773K	Buy	5,708 +461	+9%	+$68.9K	0.28%	97
2026 Q1	$815K	Sell	5,247 -1,640	-24%	-$256K	0.34%	79
2025 Q4	$988K	Buy	6,887 +4,956	+257%	+$728K	0.34%	71
2025 Q3	$271K	Sell	1,931 -23,883	-93%	-$3.41M	0.54%	46
2025 Q2	$3.41M	Buy	25,814 +4,650	+22%	+$626K	0.44%	53
2025 Q1	$3.17M	Buy	21,164 +3,475	+20%	+$517K	0.53%	46
2024 Q4	$2.69M	Buy	17,689 +4,381	+33%	+$718K	0.54%	39
2024 Q3	$2.26M	Buy	13,308 +684	+5%	+$118K	0.62%	29
2024 Q2	$2.08M	Buy	+12,624	New	+$2.18M	0.65%	22

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

Thurston Springer Miller Herd & Titak's PEP Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its PepsiCo (PEP) stake by 8.8% in Q2 2026, buying an estimated $68.9K and bringing the position to 5,708 shares worth $773K. The position accounts for 0.28% of the portfolio, ranked #97.

Thurston Springer Miller Herd & Titak first reported a position in PEP in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.41M in Q2 2025. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Thurston Springer Miller Herd & Titak held 5,708 shares of PepsiCo worth $773K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 461 PepsiCo shares in Q2 2026, an estimated $68.9K.
PepsiCo made up 0.28% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #97 holding.
Thurston Springer Miller Herd & Titak first reported a position in PepsiCo in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's PepsiCo position peaked at $3.41M in Q2 2025.
1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.