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Winebrenner Capital Management’s PepsiCo PEP Stock Holding History

Winebrenner Capital Management’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 		$581K Buy
4,291
+75
+2% +$11.2K 0.35% 84
2026
Q1 		$655K Buy
4,216
+332
+9% +$51.7K 0.42% 71
2025
Q4 		$557K Hold
3,884
– – 0.37% 79
2025
Q3 		$545K Buy
3,884
+1
+0% +$143 0.39% 79
2025
Q2 		$513K Hold
3,883
– – 0.41% 76
2025
Q1 		$582K Sell
3,883
-3,880
-50% -$577K 0.53% 68
2024
Q4 		$1.18M Buy
+7,763
New +$1.27M 0.91% 33

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Winebrenner Capital Management's PEP Position: Q2 2026 in Review

Winebrenner Capital Management increased its PepsiCo (PEP) stake by 1.8% in Q2 2026, buying an estimated $11.2K and bringing the position to 4,291 shares worth $581K. The position accounts for 0.35% of the portfolio, ranked #84.

Winebrenner Capital Management first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q4 2024. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Winebrenner Capital Management held 4,291 shares of PepsiCo worth $581K as of Q2 2026.
  • Winebrenner Capital Management bought 75 PepsiCo shares in Q2 2026, an estimated $11.2K.
  • PepsiCo made up 0.35% of Winebrenner Capital Management's portfolio in Q2 2026, its #84 holding.
  • Winebrenner Capital Management first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Winebrenner Capital Management's PepsiCo position peaked at $1.18M in Q4 2024.
  • 639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.