WMA
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West Michigan Advisors’s PepsiCo PEP Stock Holding History

West Michigan 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
2026
Q2 		$319K Hold
2,056
– – 0.07% 221
2026
Q1 		$319K Sell
2,056
-93
-4% -$14.5K 0.07% 221
2025
Q4 		$312K Sell
2,149
-55
-2% -$8.08K 0.07% 205
2025
Q3 		$310K Sell
2,204
-209
-9% -$29.8K 0.07% 207
2025
Q2 		$319K Sell
2,413
-76
-3% -$10.2K 0.09% 163
2025
Q1 		$373K Sell
2,489
-2,151
-46% -$320K 0.12% 129
2024
Q4 		$712K Sell
4,640
-144
-3% -$23.6K 0.21% 79
2024
Q3 		$814K Buy
4,784
+70
+1% +$12K 0.25% 72
2024
Q2 		$777K Sell
4,714
-37
-0.8% -$6.39K 0.25% 72
2024
Q1 		$831K Buy
4,751
+21
+0.4% +$3.54K 0.27% 64
2023
Q4 		$803K Buy
4,730
+14
+0.3% +$2.32K 0.3% 58
2023
Q3 		$799K Buy
4,716
+101
+2% +$18.3K 0.43% 56
2023
Q2 		$855K Sell
4,615
-628
-12% -$117K 0.34% 75
2023
Q1 		$956K Buy
5,243
+2,849
+119% +$498K 0.54% 43
2022
Q4 		$433K Sell
2,394
-27
-1% -$4.82K 0.31% 65
2022
Q3 		$396K Sell
2,421
-68
-3% -$11.7K 0.35% 59
2022
Q2 		$415K Sell
2,489
-29
-1% -$4.88K 0.36% 61
2022
Q1 		$421K Buy
2,518
+156
+7% +$26.2K 0.28% 68
2021
Q4 		$410K Buy
+2,362
New +$386K 0.31% 65

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 Michigan Advisors's PEP Position: Q2 2026 in Review

West Michigan Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 2,056 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #221.

West Michigan Advisors first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $956K in Q1 2023. 1,240 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • West Michigan Advisors held 2,056 shares of PepsiCo worth $319K as of Q2 2026.
  • West Michigan Advisors left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.07% of West Michigan Advisors's portfolio in Q2 2026, its #221 holding.
  • West Michigan Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's PepsiCo position peaked at $956K in Q1 2023.
  • 1,240 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.