Alliance Wealth Advisors (Pennsylvania)’s PepsiCo PEP Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$641K	Buy	4,737 +27	+0.6%	+$4.04K	0.21%	66
2026 Q1	$731K	Sell	4,710 -5	-0.1%	-$779	0.32%	49
2025 Q4	$677K	Buy	4,715 +13	+0.3%	+$1.91K	0.29%	55
2025 Q3	$660K	Sell	4,702 -12	-0.3%	-$1.71K	0.3%	53
2025 Q2	$622K	Buy	4,714 +60	+1%	+$8.08K	0.32%	53
2025 Q1	$698K	Buy	4,654 +20	+0.4%	+$2.98K	0.4%	47
2024 Q4	$705K	Hold	4,634	–	–	0.39%	50
2024 Q3	$788K	Buy	4,634 +128	+3%	+$22K	0.45%	45
2024 Q2	$743K	Hold	4,506	–	–	0.47%	41
2024 Q1	$789K	Hold	4,506	–	–	0.5%	36
2023 Q4	$765K	Hold	4,506	–	–	0.51%	37
2023 Q3	$763K	Sell	4,506 -78	-2%	-$14.2K	0.55%	38
2023 Q2	$849K	Sell	4,584 -57	-1%	-$10.6K	0.6%	34
2023 Q1	$846K	Buy	4,641 +4	+0.1%	+$699	0.63%	34
2022 Q4	$838K	Sell	4,637 -95	-2%	-$16.9K	0.7%	33
2022 Q3	$773K	Sell	4,732 -25	-0.5%	-$4.31K	0.72%	32
2022 Q2	$793K	Sell	4,757 -85	-2%	-$14.3K	0.69%	36
2022 Q1	$810K	Sell	4,842 -253	-5%	-$42.5K	0.67%	39
2021 Q4	$885K	Sell	5,095 -3	-0.1%	-$490	0.72%	35
2021 Q3	$767K	Hold	5,098	–	–	0.68%	37
2021 Q2	$755K	Buy	5,098 +29	+0.6%	+$4.22K	0.68%	38
2021 Q1	$717K	Sell	5,069 -266	-5%	-$36.5K	0.71%	38
2020 Q4	$791K	Buy	+5,335	New	+$758K	0.83%	34

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s PEP Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its PepsiCo (PEP) stake by 0.57% in Q2 2026, buying an estimated $4.04K and bringing the position to 4,737 shares worth $641K. The position accounts for 0.21% of the portfolio, ranked #66.

Alliance Wealth Advisors (Pennsylvania) first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $885K in Q4 2021. 623 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 4,737 shares of PepsiCo worth $641K as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) bought 27 PepsiCo shares in Q2 2026, an estimated $4.04K.
PepsiCo made up 0.21% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #66 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
Alliance Wealth Advisors (Pennsylvania)'s PepsiCo position peaked at $885K in Q4 2021.
623 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.