Advocacy Wealth Management Services’s PepsiCo PEP Stock Holding History

Advocacy Wealth Management Services’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	$475K	Sell	3,057 -112	-4%	-$17.5K	0.02%	131
2025 Q4	$455K	Sell	3,169 -12	-0.4%	-$1.76K	0.02%	126
2025 Q3	$447K	Buy	+3,181	New	+$454K	0.02%	126
2018 Q4	–	Sell	-40	Closed	-$4K	–	172
2018 Q3	$4K	Hold	40	–	–	﹤0.01%	161
2018 Q2	$4K	Hold	40	–	–	﹤0.01%	160
2018 Q1	$4K	Hold	40	–	–	﹤0.01%	184
2017 Q4	$5K	Hold	40	–	–	﹤0.01%	189
2017 Q3	$4K	Hold	40	–	–	﹤0.01%	247
2017 Q2	$5K	Hold	40	–	–	﹤0.01%	234
2017 Q1	$4K	Sell	40 -3	-7%	-$322	﹤0.01%	272
2016 Q4	$4K	Sell	43 -200	-82%	-$20.9K	﹤0.01%	261
2016 Q3	$26K	Buy	243 +80	+49%	+$8.62K	0.01%	172
2016 Q2	$17K	Sell	163 -543	-77%	-$56K	0.01%	255
2016 Q1	$72K	Buy	706 +21	+3%	+$2.08K	0.05%	152
2015 Q4	$68K	Buy	+685	New	+$68.3K	0.08%	142
2013 Q3	$210K	Buy	2,475 +2,175	+725%	+$179K	0.57%	38
2013 Q2	$25K	Buy	+300	New	+$24.5K	0.1%	126

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

Advocacy Wealth Management Services's PEP Position: Q1 2026 in Review

Advocacy Wealth Management Services reduced its PepsiCo (PEP) stake by 3.5% in Q1 2026, selling an estimated $17.5K and leaving 3,057 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #131.

Advocacy Wealth Management Services first reported a position in PEP in Q2 2013 and has held it in 17 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Advocacy Wealth Management Services held 3,057 shares of PepsiCo worth $475K as of Q1 2026.
Advocacy Wealth Management Services sold 112 PepsiCo shares in Q1 2026, an estimated $17.5K.
PepsiCo made up 0.02% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #131 holding.
Advocacy Wealth Management Services first reported a position in PepsiCo in Q2 2013 and has held it in 17 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.