Advocate Group
PEP icon

Advocate Group’s PepsiCo PEP Stock Holding History

Advocate Group’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
Q3 		$274K Hold
2,164
– – 0.04% 106
2026
Q2 		$293K Hold
2,164
– – 0.04% 105
2026
Q1 		$336K Buy
2,164
+7
+0.3% +$1.09K 0.05% 101
2025
Q4 		$310K Hold
2,157
– – 0.05% 106
2025
Q3 		$303K Sell
2,157
-40
-2% -$5.71K 0.05% 106
2025
Q2 		$290K Buy
2,197
+700
+47% +$94.3K 0.05% 102
2025
Q1 		$224K Buy
+1,497
New +$223K 0.04% 108

Other funds holding PEP

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Advocate Group's PEP Position: Q3 2026 in Review

Advocate Group held its PepsiCo (PEP) position steady in Q3 2026 at 2,164 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #106.

Advocate Group first reported a position in PEP in Q1 2025 and has held it in 7 quarters since. The position peaked at $336K in Q1 2026. 1,590 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Advocate Group held 2,164 shares of PepsiCo worth $274K as of Q3 2026.
  • Advocate Group left its PepsiCo share count unchanged in Q3 2026.
  • PepsiCo made up 0.04% of Advocate Group's portfolio in Q3 2026, its #106 holding.
  • Advocate Group first reported a position in PepsiCo in Q1 2025 and has held it in 7 quarters since.
  • Advocate Group's PepsiCo position peaked at $336K in Q1 2026.
  • 1,590 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.