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 Q2	$440K	Buy	3,252 +195	+6%	+$29.2K	0.02%	135
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Advocacy Wealth Management Services's PEP Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its PepsiCo (PEP) stake by 6.4% in Q2 2026, buying an estimated $29.2K and bringing the position to 3,252 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #135.

Advocacy Wealth Management Services first reported a position in PEP in Q2 2013 and has held it in 18 quarters since. The position peaked at $475K in Q1 2026. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Advocacy Wealth Management Services held 3,252 shares of PepsiCo worth $440K as of Q2 2026.
Advocacy Wealth Management Services bought 195 PepsiCo shares in Q2 2026, an estimated $29.2K.
PepsiCo made up 0.02% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #135 holding.
Advocacy Wealth Management Services first reported a position in PepsiCo in Q2 2013 and has held it in 18 quarters since.
Advocacy Wealth Management Services's PepsiCo position peaked at $475K in Q1 2026.
3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.