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Advocate Investing Services’s PepsiCo PEP Stock Holding History

Advocate Investing 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 		$13.5K Hold
100
– – 0.01% 251
2026
Q1 		$15.5K Hold
100
– – 0.01% 218
2025
Q4 		$14.4K Buy
+100
New +$14.7K 0.01% 210

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advocate Investing Services's PEP Position: Q2 2026 in Review

Advocate Investing Services held its PepsiCo (PEP) position steady in Q2 2026 at 100 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #251.

Advocate Investing Services first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.5K in Q1 2026. 3,398 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Advocate Investing Services held 100 shares of PepsiCo worth $13.5K as of Q2 2026.
  • Advocate Investing Services left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.01% of Advocate Investing Services's portfolio in Q2 2026, its #251 holding.
  • Advocate Investing Services first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's PepsiCo position peaked at $15.5K in Q1 2026.
  • 3,398 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.