Advisors Preferred’s PepsiCo PEP Stock Holding History

Advisors Preferred’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	$1.62M	Buy	10,446 +3,446	+49%	+$537K	0.24%	87
2025 Q4	$996K	Sell	7,000 -1,689	-19%	-$248K	0.16%	112
2025 Q3	$1.24M	Buy	8,689 +1,689	+24%	+$241K	0.18%	101
2025 Q2	$947K	Sell	7,000 -4,850	-41%	-$653K	0.16%	103
2025 Q1	$1.77M	Buy	11,850 +8,996	+315%	+$1.34M	0.24%	81
2024 Q4	$429K	Sell	2,854 -386	-12%	-$63.2K	0.07%	112
2024 Q3	$555K	Buy	3,240 +1,120	+53%	+$192K	0.08%	108
2024 Q2	$345K	Sell	2,120 -135	-6%	-$23.3K	0.06%	104
2024 Q1	$390K	Sell	2,255 -389	-15%	-$65.5K	0.07%	96
2023 Q4	$457K	Sell	2,644 -786	-23%	-$130K	0.08%	100
2023 Q3	$580K	Buy	3,430 +749	+28%	+$136K	0.19%	90
2023 Q2	$498K	Buy	2,681 +22	+0.8%	+$4.11K	0.12%	63
2023 Q1	$485K	Sell	2,659 -662	-20%	-$116K	0.17%	73
2022 Q4	$596K	Sell	3,321 -41	-1%	-$7.31K	0.25%	53
2022 Q3	$556K	Sell	3,362 -665	-17%	-$115K	0.28%	46
2022 Q2	$671K	Buy	4,027 +1,094	+37%	+$184K	0.17%	61
2022 Q1	$498K	Buy	+2,933	New	+$492K	0.04%	82
2020 Q2	–	Sell	-8,180	Closed	-$982K	–	169
2020 Q1	$982K	Sell	8,180 -1,841	-18%	-$249K	0.6%	35
2019 Q4	$1.37M	Buy	10,021 +721	+8%	+$98.1K	0.37%	38
2019 Q3	$1.27M	Sell	9,300 -3,783	-29%	-$503K	0.32%	35
2019 Q2	$1.73M	Buy	13,083 +6,222	+91%	+$798K	0.59%	32
2019 Q1	$841K	Buy	6,861 +3,359	+96%	+$383K	0.27%	39
2018 Q4	$387K	Buy	+3,502	New	+$395K	0.47%	39
2018 Q1	–	Sell	-3,297	Closed	-$395K	–	286
2017 Q4	$395K	Sell	3,297 -345	-9%	-$39.4K	0.17%	55
2017 Q3	$406K	Buy	+3,642	New	+$421K	0.24%	52
2016 Q4	–	Sell	-3,275	Closed	-$326K	–	246
2016 Q3	$326K	Sell	3,275 -692	-17%	-$74.6K	0.15%	57
2016 Q2	$420K	Buy	3,967 +1,645	+71%	+$170K	0.24%	48
2016 Q1	$238K	Sell	2,322 -1,502	-39%	-$148K	0.12%	57
2015 Q4	$382K	Buy	3,824 +2,586	+209%	+$258K	0.21%	50
2015 Q3	$117K	Buy	+1,238	New	+$118K	0.13%	46

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Advisors Preferred's PEP Position: Q1 2026 in Review

Advisors Preferred increased its PepsiCo (PEP) stake by 49% in Q1 2026, buying an estimated $537K and bringing the position to 10,446 shares worth $1.62M. The position accounts for 0.24% of the portfolio, ranked #87.

Advisors Preferred first reported a position in PEP in Q3 2015 and has held it in 30 quarters since. The position peaked at $1.77M in Q1 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Advisors Preferred held 10,446 shares of PepsiCo worth $1.62M as of Q1 2026.
Advisors Preferred bought 3,446 PepsiCo shares in Q1 2026, an estimated $537K.
PepsiCo made up 0.24% of Advisors Preferred's portfolio in Q1 2026, its #87 holding.
Advisors Preferred first reported a position in PepsiCo in Q3 2015 and has held it in 30 quarters since.
Advisors Preferred's PepsiCo position peaked at $1.77M in Q1 2025.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.