Advisor Resource Council’s PepsiCo PEP Stock Holding History

Advisor Resource Council’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	$990K	Buy	6,948 +558	+9%	+$83.4K	0.28%	69
2026 Q1	$992K	Sell	6,390 -32	-0.5%	-$4.99K	0.32%	56
2025 Q4	$989K	Buy	+6,422	New	+$944K	0.35%	59
2025 Q3	–	Sell	-2,301	Closed	-$304K	–	138
2025 Q2	$304K	Sell	2,301 -3,158	-58%	-$425K	0.12%	126
2025 Q1	$571K	Buy	+5,459	New	+$813K	0.05%	345
2024 Q4	–	Sell	-2,675	Closed	-$455K	–	213
2024 Q3	$455K	Buy	+2,675	New	+$460K	0.21%	130
2024 Q2	–	Sell	-2,705	Closed	-$463K	–	172
2024 Q1	$463K	Sell	2,705 -6,618	-71%	-$1.11M	0.2%	122
2023 Q4	$1.58M	Buy	9,323 +7,557	+428%	+$1.25M	0.18%	132
2023 Q3	$299K	Buy	1,766 +43	+2%	+$7.81K	0.15%	107
2023 Q2	$319K	Sell	1,723 -4,296	-71%	-$802K	0.14%	110
2023 Q1	$1.1M	Buy	6,019 +3,765	+167%	+$658K	0.28%	91
2022 Q4	$407K	Buy	+2,254	New	+$402K	0.2%	90
2022 Q3	–	Sell	-9,391	Closed	-$1.56M	–	391
2022 Q2	$1.56M	Buy	+9,391	New	+$1.58M	0.15%	152
2022 Q1	–	Sell	-9,281	Closed	-$1.61M	–	433
2021 Q4	$1.61M	Buy	9,281 +7,635	+464%	+$1.25M	0.13%	174
2021 Q3	$248K	Sell	1,646 -7,088	-81%	-$1.1M	0.08%	192
2021 Q2	$1.29M	Buy	+8,734	New	+$1.27M	0.14%	171

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor Resource Council's PEP Position: Q2 2026 in Review

Advisor Resource Council increased its PepsiCo (PEP) stake by 8.7% in Q2 2026, buying an estimated $83.4K and bringing the position to 6,948 shares worth $990K. The position accounts for 0.28% of the portfolio, ranked #69.

Advisor Resource Council first reported a position in PEP in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.61M in Q4 2021. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Advisor Resource Council held 6,948 shares of PepsiCo worth $990K as of Q2 2026.
Advisor Resource Council bought 558 PepsiCo shares in Q2 2026, an estimated $83.4K.
PepsiCo made up 0.28% of Advisor Resource Council's portfolio in Q2 2026, its #69 holding.
Advisor Resource Council first reported a position in PepsiCo in Q2 2021 and has held it in 16 quarters since.
Advisor Resource Council's PepsiCo position peaked at $1.61M in Q4 2021.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.