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YHB Investment Advisors’s PepsiCo PEP Stock Holding History

YHB Investment 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 		$5.74M Sell
42,416
-1,018
-2% -$152K 0.37% 71
2026
Q1 		$6.74M Sell
43,434
-943
-2% -$147K 0.48% 59
2025
Q4 		$6.37M Sell
44,377
-3,651
-8% -$536K 0.44% 63
2025
Q3 		$6.74M Sell
48,028
-4,393
-8% -$627K 0.49% 54
2025
Q2 		$6.92M Sell
52,421
-29,415
-36% -$3.96M 0.53% 52
2025
Q1 		$12.3M Sell
81,836
-27
-0% -$4.02K 1.02% 24
2024
Q4 		$12.4M Buy
81,863
+626
+0.8% +$103K 1.02% 23
2024
Q3 		$13.8M Sell
81,237
-539
-0.7% -$92.6K 1.14% 21
2024
Q2 		$13.5M Sell
81,776
-150
-0.2% -$25.9K 1.16% 19
2024
Q1 		$14.3M Buy
81,926
+411
+0.5% +$69.2K 1.27% 20
2023
Q4 		$13.8M Sell
81,515
-6,058
-7% -$1M 1.34% 17
2023
Q3 		$14.8M Buy
87,573
+679
+0.8% +$123K 1.37% 15
2023
Q2 		$16.1M Sell
86,894
-827
-0.9% -$154K 1.5% 14
2023
Q1 		$16M Buy
87,721
+629
+0.7% +$110K 1.6% 14
2022
Q4 		$15.7M Sell
87,092
-666
-0.8% -$119K 1.68% 14
2022
Q3 		$14.3M Buy
87,758
+323
+0.4% +$55.7K 1.59% 13
2022
Q2 		$14.6M Sell
87,435
-685
-0.8% -$115K 1.54% 12
2022
Q1 		$14.8M Sell
88,120
-202
-0.2% -$33.9K 1.3% 14
2021
Q4 		$15.3M Buy
88,322
+511
+0.6% +$83.5K 1.22% 20
2021
Q3 		$13.2M Buy
87,811
+1,414
+2% +$219K 1.14% 23
2021
Q2 		$12.8M Buy
86,397
+221
+0.3% +$32.2K 1.09% 23
2021
Q1 		$12.4M Buy
86,176
+945
+1% +$130K 1.08% 24
2020
Q4 		$12.6M Sell
85,231
-293
-0.3% -$41.6K 1.2% 18
2020
Q3 		$11.9M Sell
85,524
-15,796
-16% -$2.15M 1.29% 18
2020
Q2 		$13.4M Buy
101,320
+2,532
+3% +$334K 1.93% 13
2020
Q1 		$11.9M Buy
98,788
+755
+0.8% +$102K 2.05% 12
2019
Q4 		$13.4M Sell
98,033
-781
-0.8% -$106K 1.91% 14
2019
Q3 		$13.5M Buy
98,814
+2,360
+2% +$314K 2.07% 11
2019
Q2 		$12.6M Sell
96,454
-544
-0.6% -$69.7K 2.01% 11
2019
Q1 		$11.9M Sell
96,998
-82
-0.1% -$9.34K 1.86% 12
2018
Q4 		$10.7M Sell
97,080
-7,974
-8% -$899K 1.92% 12
2018
Q3 		$11.7M Buy
105,054
+936
+0.9% +$106K 1.77% 13
2018
Q2 		$11.3M Buy
104,118
+289
+0.3% +$29.9K 1.85% 11
2018
Q1 		$11.3M Sell
103,829
-4,856
-4% -$552K 1.92% 10
2017
Q4 		$13M Sell
108,685
-14,117
-11% -$1.61M 2.22% 8
2017
Q3 		$13.7M Buy
122,802
+8,147
+7% +$941K 2.45% 6
2017
Q2 		$13.2M Sell
114,655
-7,475
-6% -$857K 2.27% 8
2017
Q1 		$13.8M Buy
122,130
+1,760
+1% +$189K 2.66% 7
2016
Q4 		$12.6M Buy
120,370
+18,635
+18% +$1.95M 2.62% 6
2016
Q3 		$11.1M Sell
101,735
-19,335
-16% -$2.08M 2.67% 5
2016
Q2 		$12.8M Buy
121,070
+21,353
+21% +$2.2M 2.82% 4
2016
Q1 		$10.2M Sell
99,717
-24,458
-20% -$2.42M 2.76% 3
2015
Q4 		$12.4M Sell
124,175
-156
-0.1% -$15.6K 2.81% 5
2015
Q3 		$11.7M Buy
124,331
+830
+0.7% +$79K 2.77% 6
2015
Q2 		$11.5M Buy
123,501
+3,496
+3% +$334K 2.51% 6
2015
Q1 		$11.5M Buy
120,005
+785
+0.7% +$76K 2.57% 6
2014
Q4 		$11.3M Buy
119,220
+1,159
+1% +$111K 2.58% 7
2014
Q3 		$11M Buy
118,061
+963
+0.8% +$87.9K 2.64% 5
2014
Q2 		$10.5M Buy
117,098
+386
+0.3% +$33.3K 2.52% 7
2014
Q1 		$9.74M Buy
116,712
+4,563
+4% +$370K 2.48% 7
2013
Q4 		$9.3M Buy
112,149
+3,956
+4% +$329K 2.5% 6
2013
Q3 		$8.6M Sell
108,193
-1,249
-1% -$103K 2.54% 4
2013
Q2 		$8.95M Buy
+109,442
New +$8.94M 2.79% 3

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

YHB Investment Advisors's PEP Position: Q2 2026 in Review

YHB Investment Advisors reduced its PepsiCo (PEP) stake by 2.3% in Q2 2026, selling an estimated $152K and leaving 42,416 shares worth $5.74M. The position accounts for 0.37% of the portfolio, ranked #71.

YHB Investment Advisors first reported a position in PEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.1M in Q2 2023. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • YHB Investment Advisors held 42,416 shares of PepsiCo worth $5.74M as of Q2 2026.
  • YHB Investment Advisors sold 1,018 PepsiCo shares in Q2 2026, an estimated $152K.
  • PepsiCo made up 0.37% of YHB Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • YHB Investment Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's PepsiCo position peaked at $16.1M in Q2 2023.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.