Vista Investment Partners II’s PepsiCo PEP Stock Holding History

Vista Investment Partners II’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	$467K	Sell	3,449 -34	-1%	-$5.08K	0.18%	105
2026 Q1	$541K	Sell	3,483 -683	-16%	-$106K	0.24%	87
2025 Q4	$598K	Buy	4,166 +103	+3%	+$15.1K	0.26%	87
2025 Q3	$571K	Hold	4,063	–	–	0.27%	79
2025 Q2	$537K	Buy	4,063 +78	+2%	+$10.5K	0.26%	79
2025 Q1	$597K	Sell	3,985 -12,863	-76%	-$1.91M	0.33%	70
2024 Q4	$2.56M	Buy	+16,848	New	+$2.76M	1.51%	26

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Vista Investment Partners II's PEP Position: Q2 2026 in Review

Vista Investment Partners II reduced its PepsiCo (PEP) stake by 0.98% in Q2 2026, selling an estimated $5.08K and leaving 3,449 shares worth $467K. The position accounts for 0.18% of the portfolio, ranked #105.

Vista Investment Partners II first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.56M in Q4 2024. 1,470 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Vista Investment Partners II held 3,449 shares of PepsiCo worth $467K as of Q2 2026.
Vista Investment Partners II sold 34 PepsiCo shares in Q2 2026, an estimated $5.08K.
PepsiCo made up 0.18% of Vista Investment Partners II's portfolio in Q2 2026, its #105 holding.
Vista Investment Partners II first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's PepsiCo position peaked at $2.56M in Q4 2024.
1,470 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.