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

Alliance Wealth Advisors (Utah)’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 		$662K Sell
4,886
-674
-12% -$101K 0.12% 99
2026
Q1 		$864K Sell
5,560
-1,067
-16% -$166K 0.19% 87
2025
Q4 		$951K Sell
6,627
-1,727
-21% -$254K 0.21% 105
2025
Q3 		$1.17M Buy
8,354
+2,911
+53% +$416K 0.28% 96
2025
Q2 		$719K Buy
5,443
+430
+9% +$57.9K 0.17% 128
2025
Q1 		$752K Buy
5,013
+38
+0.8% +$5.66K 0.2% 115
2024
Q4 		$757K Buy
4,975
+760
+18% +$125K 0.2% 125
2024
Q3 		$717K Buy
4,215
+265
+7% +$45.5K 0.19% 123
2024
Q2 		$651K Buy
3,950
+248
+7% +$42.8K 0.19% 119
2024
Q1 		$648K Buy
3,702
+652
+21% +$110K 0.19% 117
2023
Q4 		$518K Sell
3,050
-24
-0.8% -$3.98K 0.17% 122
2023
Q3 		$521K Buy
3,074
+130
+4% +$23.6K 0.19% 113
2023
Q2 		$545K Buy
2,944
+144
+5% +$26.9K 0.2% 114
2023
Q1 		$511K Buy
2,800
+167
+6% +$29.2K 0.21% 114
2022
Q4 		$476K Buy
+2,633
New +$470K 0.21% 112

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Alliance Wealth Advisors (Utah) reduced its PepsiCo (PEP) stake by 12% in Q2 2026, selling an estimated $101K and leaving 4,886 shares worth $662K. The position accounts for 0.12% of the portfolio, ranked #99.

Alliance Wealth Advisors (Utah) first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.17M in Q3 2025. 1,140 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 4,886 shares of PepsiCo worth $662K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 674 PepsiCo shares in Q2 2026, an estimated $101K.
  • PepsiCo made up 0.12% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #99 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s PepsiCo position peaked at $1.17M in Q3 2025.
  • 1,140 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.