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American Financial Advisors’s PepsiCo PEP Stock Holding History

American Financial 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
Q2 		$230K Buy
1,702
+15
+0.9% +$2.24K 0.03% 156
2026
Q1 		$262K Buy
1,687
+27
+2% +$4.21K 0.03% 137
2025
Q4 		$238K Sell
1,660
-68
-4% -$9.99K 0.03% 144
2025
Q3 		$243K Buy
1,728
+23
+1% +$3.28K 0.03% 140
2025
Q2 		$225K Buy
1,705
+64
+4% +$8.62K 0.03% 145
2025
Q1 		$246K Sell
1,641
-76
-4% -$11.3K 0.04% 130
2024
Q4 		$261K Sell
1,717
-31
-2% -$5.08K 0.04% 124
2024
Q3 		$297K Buy
1,748
+32
+2% +$5.5K 0.04% 119
2024
Q2 		$283K Sell
1,716
-100
-6% -$17.3K 0.04% 116
2024
Q1 		$318K Buy
1,816
+11
+0.6% +$1.85K 0.04% 109
2023
Q4 		$307K Buy
1,805
+7
+0.4% +$1.16K 0.05% 104
2023
Q3 		$305K Buy
1,798
+143
+9% +$26K 0.05% 102
2023
Q2 		$307K Buy
1,655
+8
+0.5% +$1.49K 0.05% 101
2023
Q1 		$300K Buy
1,647
+12
+0.7% +$2.1K 0.05% 98
2022
Q4 		$295K Buy
1,635
+4
+0.2% +$713 0.05% 97
2022
Q3 		$266K Buy
1,631
+8
+0.5% +$1.38K 0.05% 103
2022
Q2 		$270K Buy
1,623
+7
+0.4% +$1.18K 0.07% 65
2022
Q1 		$270K Buy
1,616
+10
+0.6% +$1.68K 0.04% 115
2021
Q4 		$279K Buy
1,606
+5
+0.3% +$817 0.04% 113
2021
Q3 		$241K Buy
1,601
+8
+0.5% +$1.24K 0.03% 118
2021
Q2 		$236K Buy
1,593
+18
+1% +$2.62K 0.03% 120
2021
Q1 		$223K Buy
1,575
+10
+0.6% +$1.37K 0.03% 118
2020
Q4 		$232K Buy
1,565
+4
+0.3% +$569 0.03% 111
2020
Q3 		$216K Buy
1,561
+4
+0.3% +$544 0.04% 98
2020
Q2 		$211K Buy
1,557
+22
+1% +$2.9K 0.03% 99
2020
Q1 		$206K Buy
1,535
+25
+2% +$3.38K 0.04% 89
2019
Q4 		$205K Buy
1,510
+4
+0.3% +$544 0.04% 89
2019
Q3 		$206K Sell
1,506
-42
-3% -$5.58K 0.04% 87
2019
Q2 		$203K Buy
+1,548
New +$198K 0.04% 89

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

American Financial Advisors's PEP Position: Q2 2026 in Review

American Financial Advisors increased its PepsiCo (PEP) stake by 0.89% in Q2 2026, buying an estimated $2.24K and bringing the position to 1,702 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #156.

American Financial Advisors first reported a position in PEP in Q2 2019 and has held it in 29 quarters since. The position peaked at $318K in Q1 2024. 3,391 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • American Financial Advisors held 1,702 shares of PepsiCo worth $230K as of Q2 2026.
  • American Financial Advisors bought 15 PepsiCo shares in Q2 2026, an estimated $2.24K.
  • PepsiCo made up 0.03% of American Financial Advisors's portfolio in Q2 2026, its #156 holding.
  • American Financial Advisors first reported a position in PepsiCo in Q2 2019 and has held it in 29 quarters since.
  • American Financial Advisors's PepsiCo position peaked at $318K in Q1 2024.
  • 3,391 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.