AGH Wealth Advisors
PEP icon

AGH Wealth Advisors’s PepsiCo PEP Stock Holding History

AGH Wealth Advisors’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 		– Sell
-1,864
Closed -$252K – 135
2026
Q2 		$252K Sell
1,864
-85
-4% -$12.7K 0.16% 116
2026
Q1 		$303K Buy
1,949
+56
+3% +$8.73K 0.22% 85
2025
Q4 		$272K Sell
1,893
-669
-26% -$98.3K 0.2% 87
2025
Q3 		$360K Sell
2,562
-18
-0.7% -$2.57K 0.26% 75
2025
Q2 		$341K Sell
2,580
-603
-19% -$81.2K 0.28% 76
2025
Q1 		$477K Buy
3,183
+48
+2% +$7.14K 0.46% 49
2024
Q4 		$477K Buy
+3,135
New +$514K 0.44% 52

Other funds holding PEP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AGH Wealth Advisors's PEP Position: Q3 2026 in Review

AGH Wealth Advisors sold out of PepsiCo (PEP) in Q3 2026, closing a stake of 1,864 shares — an estimated $252K sold.

AGH Wealth Advisors first reported a position in PEP in Q4 2024 and held it in 7 quarters. The position peaked at $477K in Q1 2025. 2,645 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • AGH Wealth Advisors reported no remaining PepsiCo position as of Q3 2026 after selling out during the quarter.
  • AGH Wealth Advisors sold 1,864 PepsiCo shares in Q3 2026, an estimated $252K.
  • AGH Wealth Advisors first reported a position in PepsiCo in Q4 2024 and held it in 7 quarters.
  • AGH Wealth Advisors's PepsiCo position peaked at $477K in Q1 2025.
  • 2,645 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.