Advisory Advocates’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$595K Sell
4,396
-739
-14% -$111K 0.51% 63
2026
Q1
$797K Sell
5,135
-278
-5% -$43.3K 0.81% 39
2025
Q4
$777K Buy
+5,413
New +$795K 0.77% 48

Other funds holding PEP

Advisory Advocates's PEP Position: Q2 2026 in Review

Advisory Advocates reduced its PepsiCo (PEP) stake by 14% in Q2 2026, selling an estimated $111K and leaving 4,396 shares worth $595K. The position accounts for 0.51% of the portfolio, ranked #63.

Advisory Advocates first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $797K in Q1 2026. 3,278 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Advisory Advocates held 4,396 shares of PepsiCo worth $595K as of Q2 2026.
  • Advisory Advocates sold 739 PepsiCo shares in Q2 2026, an estimated $111K.
  • PepsiCo made up 0.51% of Advisory Advocates's portfolio in Q2 2026, its #63 holding.
  • Advisory Advocates first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's PepsiCo position peaked at $797K in Q1 2026.
  • 3,278 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.