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West Branch Capital’s PepsiCo PEP Stock Holding History

West Branch Capital’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 		$312K Sell
2,301
-58
-2% -$8.67K 0.07% 68
2026
Q1 		$366K Sell
2,359
-442
-16% -$68.9K 0.1% 63
2025
Q4 		$402K Sell
2,801
-8,637
-76% -$1.27M 0.1% 64
2025
Q3 		$1.61M Sell
11,438
-2,181
-16% -$311K 0.42% 41
2025
Q2 		$1.8M Sell
13,619
-1,942
-12% -$262K 0.53% 38
2025
Q1 		$2.33M Sell
15,561
-310
-2% -$46.1K 0.78% 30
2024
Q4 		$2.41M Buy
15,871
+970
+7% +$159K 0.77% 27
2024
Q3 		$2.53M Buy
14,901
+643
+5% +$110K 0.88% 25
2024
Q2 		$2.35M Buy
14,258
+320
+2% +$55.2K 0.87% 24
2024
Q1 		$2.44M Buy
13,938
+810
+6% +$136K 0.98% 23
2023
Q4 		$2.23M Buy
13,128
+1,393
+12% +$231K 1.05% 24
2023
Q3 		$1.99M Buy
11,735
+14
+0.1% +$2.54K 1.04% 21
2023
Q2 		$2.17M Buy
11,721
+28
+0.2% +$5.22K 1.08% 19
2023
Q1 		$2.13M Sell
11,693
-24
-0.2% -$4.2K 1.19% 20
2022
Q4 		$2.12M Hold
11,717
– – 1.31% 20
2022
Q3 		$1.91M Buy
11,717
+170
+1% +$29.3K 1.19% 21
2022
Q2 		$1.92M Sell
11,547
-17
-0.1% -$2.86K 1.11% 22
2022
Q1 		$1.94M Sell
11,564
-548
-5% -$92K 0.93% 24
2021
Q4 		$2.1M Buy
12,112
+270
+2% +$44.1K 0.9% 30
2021
Q3 		$1.78M Buy
11,842
+55
+0.5% +$8.51K 0.86% 32
2021
Q2 		$1.75M Buy
11,787
+408
+4% +$59.4K 0.86% 31
2021
Q1 		$1.61M Sell
11,379
-173
-1% -$23.7K 0.94% 33
2020
Q4 		$1.71M Buy
11,552
+213
+2% +$30.3K 1.01% 31
2020
Q3 		$1.57M Buy
11,339
+253
+2% +$34.4K 1% 31
2020
Q2 		$1.47M Buy
11,086
+910
+9% +$120K 1.03% 32
2020
Q1 		$1.22M Sell
10,176
-375
-4% -$50.7K 1.17% 25
2019
Q4 		$1.44M Buy
10,551
+1,583
+18% +$215K 1% 29
2019
Q3 		$1.23M Buy
8,968
+6,455
+257% +$858K 0.91% 37
2019
Q2 		$330K Buy
2,513
+695
+38% +$89.1K 0.27% 66
2019
Q1 		$223K Buy
+1,818
New +$207K 0.2% 77

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

West Branch Capital's PEP Position: Q2 2026 in Review

West Branch Capital reduced its PepsiCo (PEP) stake by 2.5% in Q2 2026, selling an estimated $8.67K and leaving 2,301 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #68.

West Branch Capital first reported a position in PEP in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.53M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • West Branch Capital held 2,301 shares of PepsiCo worth $312K as of Q2 2026.
  • West Branch Capital sold 58 PepsiCo shares in Q2 2026, an estimated $8.67K.
  • PepsiCo made up 0.07% of West Branch Capital's portfolio in Q2 2026, its #68 holding.
  • West Branch Capital first reported a position in PepsiCo in Q1 2019 and has held it in 30 quarters since.
  • West Branch Capital's PepsiCo position peaked at $2.53M in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.