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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Advisor Resource Council's PEP Position: Q1 2026 in Review

Advisor Resource Council reduced its PepsiCo (PEP) stake by 0.5% in Q1 2026, selling an estimated $4.99K and leaving 6,390 shares worth $992K. The position accounts for 0.32% of the portfolio, ranked #56.

Advisor Resource Council first reported a position in PEP in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.61M in Q4 2021. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Advisor Resource Council held 6,390 shares of PepsiCo worth $992K as of Q1 2026.
  • Advisor Resource Council sold 32 PepsiCo shares in Q1 2026, an estimated $4.99K.
  • PepsiCo made up 0.32% of Advisor Resource Council's portfolio in Q1 2026, its #56 holding.
  • Advisor Resource Council first reported a position in PepsiCo in Q2 2021 and has held it in 15 quarters since.
  • Advisor Resource Council's PepsiCo position peaked at $1.61M in Q4 2021.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.