AAS
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Ameritas Advisory Services’s PepsiCo PEP Stock Holding History

Ameritas Advisory 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
Q1 		$1.96M Buy
12,603
+312
+3% +$48.6K 0.08% 231
2025
Q4 		$1.76M Buy
12,291
+6,345
+107% +$932K 0.07% 249
2025
Q3 		$835K Sell
5,946
-8,583
-59% -$1.23M 0.05% 285
2025
Q2 		$1.92M Sell
14,529
-697
-5% -$93.9K 0.1% 201
2025
Q1 		$2.3M Buy
15,226
+173
+1% +$25.7K 0.09% 207
2024
Q4 		$2.29M Sell
15,053
-973
-6% -$159K 0.08% 226
2024
Q3 		$2.73M Buy
16,026
+378
+2% +$64.9K 0.12% 177
2024
Q2 		$2.58M Buy
15,648
+255
+2% +$44K 0.1% 206
2024
Q1 		$2.7M Sell
15,393
-1,310
-8% -$221K 0.11% 192
2023
Q4 		$2.84M Buy
16,703
+181
+1% +$30K 0.16% 130
2023
Q3 		$2.75M Buy
16,522
+10,021
+154% +$1.82M 0.14% 153
2023
Q2 		$1.19M Sell
6,501
-8,959
-58% -$1.67M 0.15% 156
2023
Q1 		$2.85M Sell
15,460
-3,492
-18% -$610K 0.14% 141
2022
Q4 		$3.42M Buy
18,952
+3,206
+20% +$572K 0.16% 129
2022
Q3 		$2.57M Buy
15,746
+519
+3% +$89.4K 0.15% 139
2022
Q2 		$2.54M Sell
15,227
-1,283
-8% -$216K 0.15% 146
2022
Q1 		$2.76M Buy
16,510
+397
+2% +$66.7K 0.1% 161
2021
Q4 		$2.8M Buy
+16,113
New +$2.63M 0.1% 169

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Ameritas Advisory Services's PEP Position: Q1 2026 in Review

Ameritas Advisory Services increased its PepsiCo (PEP) stake by 2.5% in Q1 2026, buying an estimated $48.6K and bringing the position to 12,603 shares worth $1.96M. The position accounts for 0.08% of the portfolio, ranked #231.

Ameritas Advisory Services first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.42M in Q4 2022. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Ameritas Advisory Services held 12,603 shares of PepsiCo worth $1.96M as of Q1 2026.
  • Ameritas Advisory Services bought 312 PepsiCo shares in Q1 2026, an estimated $48.6K.
  • PepsiCo made up 0.08% of Ameritas Advisory Services's portfolio in Q1 2026, its #231 holding.
  • Ameritas Advisory Services first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's PepsiCo position peaked at $3.42M in Q4 2022.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.