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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Advocate Group's PEP Position: Q2 2026 in Review

Advocate Group held its PepsiCo (PEP) position steady in Q2 2026 at 2,164 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #105.

Advocate Group first reported a position in PEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $336K in Q1 2026. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Advocate Group held 2,164 shares of PepsiCo worth $293K as of Q2 2026.
  • Advocate Group left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.04% of Advocate Group's portfolio in Q2 2026, its #105 holding.
  • Advocate Group first reported a position in PepsiCo in Q1 2025 and has held it in 6 quarters since.
  • Advocate Group's PepsiCo position peaked at $336K in Q1 2026.
  • 1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.