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Advance Capital Management’s PepsiCo PEP Stock Holding History

Advance 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 		$295K Buy
2,176
+435
+25% +$65K 0.01% 158
2026
Q1 		$270K Sell
1,741
-97
-5% -$15.1K 0.01% 147
2025
Q4 		$264K Buy
1,838
+9
+0.5% +$1.32K 0.01% 143
2025
Q3 		$257K Buy
1,829
+12
+0.7% +$1.71K 0.01% 148
2025
Q2 		$240K Sell
1,817
-228
-11% -$30.7K 0.01% 147
2025
Q1 		$307K Sell
2,045
-93
-4% -$13.8K 0.01% 118
2024
Q4 		$325K Sell
2,138
-444
-17% -$72.7K 0.01% 111
2024
Q3 		$439K Buy
2,582
+500
+24% +$85.9K 0.02% 95
2024
Q2 		$343K Buy
2,082
+192
+10% +$33.1K 0.02% 108
2024
Q1 		$331K Buy
1,890
+23
+1% +$3.87K 0.02% 109
2023
Q4 		$317K Buy
1,867
+129
+7% +$21.4K 0.03% 92
2023
Q3 		$294K Sell
1,738
-42
-2% -$7.63K 0.03% 93
2023
Q2 		$330K Buy
+1,780
New +$332K 0.04% 84

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Advance Capital Management increased its PepsiCo (PEP) stake by 25% in Q2 2026, buying an estimated $65K and bringing the position to 2,176 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #158.

Advance Capital Management first reported a position in PEP in Q2 2023 and has held it in 13 quarters since. The position peaked at $439K in Q3 2024. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Advance Capital Management held 2,176 shares of PepsiCo worth $295K as of Q2 2026.
  • Advance Capital Management bought 435 PepsiCo shares in Q2 2026, an estimated $65K.
  • PepsiCo made up 0.01% of Advance Capital Management's portfolio in Q2 2026, its #158 holding.
  • Advance Capital Management first reported a position in PepsiCo in Q2 2023 and has held it in 13 quarters since.
  • Advance Capital Management's PepsiCo position peaked at $439K in Q3 2024.
  • 3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.