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Welch Group’s PepsiCo PEP Stock Holding History

Welch 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 		$46.9M Buy
346,274
+6,295
+2% +$941K 1.6% 31
2026
Q1 		$52.8M Buy
339,979
+13,215
+4% +$2.06M 1.98% 27
2025
Q4 		$46.9M Sell
326,764
-3,417
-1% -$502K 1.81% 27
2025
Q3 		$46.4M Sell
330,181
-33,688
-9% -$4.81M 1.81% 30
2025
Q2 		$48M Buy
363,869
+13,163
+4% +$1.77M 2.01% 28
2025
Q1 		$52.3M Buy
350,706
+34,866
+11% +$5.19M 2.3% 24
2024
Q4 		$47.9M Buy
315,840
+2,729
+0.9% +$447K 2.16% 25
2024
Q3 		$53.2M Buy
313,111
+7,461
+2% +$1.28M 2.31% 23
2024
Q2 		$50.4M Buy
305,650
+5,739
+2% +$990K 2.42% 19
2024
Q1 		$52.5M Buy
299,911
+10,350
+4% +$1.74M 2.6% 17
2023
Q4 		$49.2M Buy
289,561
+6,494
+2% +$1.08M 2.65% 16
2023
Q3 		$48M Buy
283,067
+1,076
+0.4% +$195K 2.84% 12
2023
Q2 		$52.2M Sell
281,991
-1,617
-0.6% -$302K 2.99% 10
2023
Q1 		$51.7M Sell
283,608
-1,525
-0.5% -$267K 3.01% 10
2022
Q4 		$51.5M Buy
285,133
+1,179
+0.4% +$210K 2.95% 11
2022
Q3 		$46.4M Buy
283,954
+3,446
+1% +$594K 3.02% 11
2022
Q2 		$46.7M Buy
280,508
+3,273
+1% +$551K 2.85% 13
2022
Q1 		$46.4M Buy
277,235
+5,344
+2% +$897K 2.65% 15
2021
Q4 		$47.2M Buy
271,891
+6,094
+2% +$995K 2.76% 11
2021
Q3 		$40M Buy
265,797
+1,769
+0.7% +$274K 2.71% 12
2021
Q2 		$39.1M Buy
264,028
+3,200
+1% +$466K 2.67% 13
2021
Q1 		$36.9M Buy
260,828
+13,280
+5% +$1.82M 2.66% 17
2020
Q4 		$36.7M Buy
247,548
+2,817
+1% +$400K 2.94% 14
2020
Q3 		$33.9M Buy
244,731
+5,196
+2% +$707K 2.96% 12
2020
Q2 		$31.7M Buy
239,535
+2,783
+1% +$367K 2.96% 14
2020
Q1 		$28.4M Buy
236,752
+11,581
+5% +$1.57M 3.03% 14
2019
Q4 		$30.8M Buy
225,171
+251
+0.1% +$34.2K 3.03% 17
2019
Q3 		$30.8M Sell
224,920
-3,056
-1% -$406K 3.17% 10
2019
Q2 		$29.9M Sell
227,976
-3,843
-2% -$493K 3.19% 11
2019
Q1 		$28.4M Buy
231,819
+2,998
+1% +$342K 3.13% 10
2018
Q4 		$25.3M Buy
228,821
+2,224
+1% +$251K 3.1% 13
2018
Q3 		$25.3K Buy
226,597
+8,805
+4% +$997K 2.64% 19
2018
Q2 		$23.7M Buy
217,792
+10,695
+5% +$1.1M 2.95% 14
2018
Q1 		$22.6M Buy
207,097
+47,663
+30% +$5.42M 2.86% 18
2017
Q4 		$19.1M Buy
159,434
+3,364
+2% +$384K 2.97% 12
2017
Q3 		$17.4M Sell
156,070
-758
-0.5% -$87.6K 2.91% 17
2017
Q2 		$18.1M Buy
156,828
+8,151
+5% +$935K 3.02% 9
2017
Q1 		$16.6M Buy
148,677
+2,778
+2% +$298K 3.13% 7
2016
Q4 		$15.3M Buy
145,899
+2,283
+2% +$239K 2.98% 15
2016
Q3 		$15.6M Buy
143,616
+1,632
+1% +$176K 3.1% 6
2016
Q2 		$15M Sell
141,984
-36,282
-20% -$3.74M 3.06% 15
2016
Q1 		$18.3M Buy
178,266
+2,803
+2% +$277K 3.05% 15
2015
Q4 		$17.5M Buy
175,463
+770
+0.4% +$76.8K 3.15% 9
2015
Q3 		$16.5M Buy
174,693
+4,245
+2% +$404K 3.18% 6
2015
Q2 		$15.9M Buy
170,448
+2,584
+2% +$247K 3.01% 7
2015
Q1 		$16.1K Buy
167,864
+3,816
+2% +$369K 2.95% 8
2014
Q4 		$15.5M Buy
164,048
+3,513
+2% +$337K 2.99% 14
2014
Q3 		$14.9M Buy
160,535
+3,146
+2% +$287K 3.09% 8
2014
Q2 		$14.1M Buy
157,389
+4,661
+3% +$403K 2.91% 12
2014
Q1 		$12.8M Buy
152,728
+4,563
+3% +$370K 2.89% 16
2013
Q4 		$12.3M Buy
148,165
+3,139
+2% +$261K 2.79% 17
2013
Q3 		$11.5M Buy
145,026
+3,840
+3% +$316K 2.83% 14
2013
Q2 		$11.5M Buy
+141,186
New +$11.5M 3% 6

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

Welch Group's PEP Position: Q2 2026 in Review

Welch Group increased its PepsiCo (PEP) stake by 1.9% in Q2 2026, buying an estimated $941K and bringing the position to 346,274 shares worth $46.9M. The position accounts for 1.6% of the portfolio, ranked #31.

Welch Group first reported a position in PEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $53.2M in Q3 2024. 1,002 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Welch Group held 346,274 shares of PepsiCo worth $46.9M as of Q2 2026.
  • Welch Group bought 6,295 PepsiCo shares in Q2 2026, an estimated $941K.
  • PepsiCo made up 1.6% of Welch Group's portfolio in Q2 2026, its #31 holding.
  • Welch Group first reported a position in PepsiCo in Q2 2013 and has held it in 53 quarters since.
  • Welch Group's PepsiCo position peaked at $53.2M in Q3 2024.
  • 1,002 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.