ZI
PEP icon

ZEGA Investments’s PepsiCo PEP Stock Holding History

ZEGA Investments’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 		$1.08M Hold
8,000
– – 0.11% 102
2026
Q1 		$1.24M Buy
+8,000
New +$1.25M 0.14% 92

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ZEGA Investments's PEP Position: Q2 2026 in Review

ZEGA Investments increased its PepsiCo (PEP) stake by 0.01% in Q2 2026, buying an estimated $150 and bringing the position to 8,166 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #100.

ZEGA Investments first reported a position in PEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.27M in Q1 2026. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • ZEGA Investments held 8,166 shares of PepsiCo worth $1.11M as of Q2 2026.
  • ZEGA Investments bought 1 PepsiCo share in Q2 2026, an estimated $150.
  • PepsiCo made up 0.11% of ZEGA Investments's portfolio in Q2 2026, its #100 holding.
  • ZEGA Investments first reported a position in PepsiCo in Q2 2025 and has held it in 5 quarters since.
  • ZEGA Investments's PepsiCo position peaked at $1.27M in Q1 2026.
  • 1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.