Yousif Capital Management’s PepsiCo PEP Stock Holding History

Yousif 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	$20.5M	Sell	151,744 -13,210	-8%	-$1.98M	0.23%	66
2026 Q1	$25.6M	Sell	164,954 -2,642	-2%	-$412K	0.3%	50
2025 Q4	$24.7M	Sell	167,596 -12,052	-7%	-$1.77M	0.27%	56
2025 Q3	$25.2M	Sell	179,648 -12,438	-6%	-$1.78M	0.27%	50
2025 Q2	$25.4M	Sell	192,086 -1,209	-0.6%	-$163K	0.27%	51
2025 Q1	$29M	Buy	193,295 +4,950	+3%	+$737K	0.34%	41
2024 Q4	$28.6M	Sell	188,345 -8,723	-4%	-$1.43M	0.32%	43
2024 Q3	$33.5M	Sell	197,068 -2,950	-1%	-$507K	0.36%	36
2024 Q2	$33M	Sell	200,018 -6,011	-3%	-$1.04M	0.37%	32
2024 Q1	$36.1M	Sell	206,029 -1,161	-0.6%	-$195K	0.4%	32
2023 Q4	$35.2M	Sell	207,190 -5,414	-3%	-$898K	0.41%	29
2023 Q3	$36M	Sell	212,604 -4,386	-2%	-$797K	0.46%	25
2023 Q2	$40.2M	Sell	216,990 -191	-0.1%	-$35.6K	0.49%	22
2023 Q1	$39.6M	Sell	217,181 -9,393	-4%	-$1.64M	0.52%	21
2022 Q4	$40.9M	Buy	226,574 +4,599	+2%	+$820K	0.54%	22
2022 Q3	$36.2M	Sell	221,975 -3,775	-2%	-$651K	0.51%	21
2022 Q2	$37.6M	Sell	225,750 -4,096	-2%	-$690K	0.5%	24
2022 Q1	$38.5M	Buy	229,846 +2,754	+1%	+$462K	0.42%	30
2021 Q4	$39.4M	Buy	+227,092	New	+$37.1M	0.41%	32

Other funds holding PEP

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Yousif Capital Management reduced its PepsiCo (PEP) stake by 8% in Q2 2026, selling an estimated $1.98M and leaving 151,744 shares worth $20.5M. The position accounts for 0.23% of the portfolio, ranked #66.

Yousif Capital Management first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $40.9M in Q4 2022. 868 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Yousif Capital Management held 151,744 shares of PepsiCo worth $20.5M as of Q2 2026.
Yousif Capital Management sold 13,210 PepsiCo shares in Q2 2026, an estimated $1.98M.
PepsiCo made up 0.23% of Yousif Capital Management's portfolio in Q2 2026, its #66 holding.
Yousif Capital Management first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's PepsiCo position peaked at $40.9M in Q4 2022.
868 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.