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Valeo Financial Advisors’s PepsiCo PEP Stock Holding History

Valeo 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
2025
Q1 		– Sell
-1,100
Closed -$109K – 749
2024
Q4 		$109K Buy
+1,100
New +$180K ﹤0.01% 694

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

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

Valeo Financial Advisors reduced its PepsiCo (PEP) stake by 0.38% in Q2 2026, selling an estimated $25.6K and leaving 44,968 shares worth $6.09M. The position accounts for 0.13% of the portfolio, ranked #80.

Valeo Financial Advisors first reported a position in PEP in Q3 2017 and has held it in 36 quarters since. The position peaked at $11M in Q1 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Valeo Financial Advisors held 44,968 shares of PepsiCo worth $6.09M as of Q2 2026.
  • Valeo Financial Advisors sold 171 PepsiCo shares in Q2 2026, an estimated $25.6K.
  • PepsiCo made up 0.13% of Valeo Financial Advisors's portfolio in Q2 2026, its #80 holding.
  • Valeo Financial Advisors first reported a position in PepsiCo in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's PepsiCo position peaked at $11M in Q1 2024.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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