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ARS Wealth Advisors Group’s PepsiCo PEP Stock Holding History

ARS Wealth Advisors Group’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 		$7.47M Buy
55,158
+657
+1% +$98.2K 0.58% 39
2026
Q1 		$8.46M Buy
54,501
+371
+0.7% +$57.8K 0.71% 36
2025
Q4 		$7.77M Sell
54,130
-7,083
-12% -$1.04M 0.7% 37
2025
Q3 		$8.6M Sell
61,213
-43,073
-41% -$6.15M 0.85% 35
2025
Q2 		$13.8M Buy
104,286
+3,681
+4% +$496K 1.59% 22
2025
Q1 		$15.1M Sell
100,605
-722
-0.7% -$107K 2.13% 19
2024
Q4 		$15.4M Sell
101,327
-824
-0.8% -$135K 2.12% 19
2024
Q3 		$17.4M Buy
102,151
+1,870
+2% +$321K 2.13% 18
2024
Q2 		$16.5M Buy
100,281
+1,333
+1% +$230K 2.15% 17
2024
Q1 		$17.3M Buy
98,948
+3,494
+4% +$588K 2.34% 15
2023
Q4 		$16.2M Buy
95,454
+6,365
+7% +$1.06M 2.4% 12
2023
Q3 		$15.1M Buy
89,089
+2,953
+3% +$536K 2.47% 12
2023
Q2 		$16M Sell
86,136
-2,039
-2% -$381K 2.53% 9
2023
Q1 		$16.1M Sell
88,175
-303
-0.3% -$53K 2.96% 9
2022
Q4 		$16M Sell
88,478
-48
-0.1% -$8.56K 2.63% 7
2022
Q3 		$14.5M Buy
88,526
+2,993
+3% +$516K 2.21% 11
2022
Q2 		$14.3M Buy
85,533
+49,329
+136% +$8.3M 1.96% 13
2022
Q1 		$6.06M Buy
36,204
+1,048
+3% +$176K 1.06% 27
2021
Q4 		$6.11M Buy
35,156
+2,378
+7% +$388K 1.03% 28
2021
Q3 		$4.93M Buy
+32,778
New +$5.07M 0.9% 30

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

ARS Wealth Advisors Group's PEP Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its PepsiCo (PEP) stake by 1.2% in Q2 2026, buying an estimated $98.2K and bringing the position to 55,158 shares worth $7.47M. The position accounts for 0.58% of the portfolio, ranked #39.

ARS Wealth Advisors Group first reported a position in PEP in Q3 2021 and has held it in 20 quarters since. The position peaked at $17.4M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • ARS Wealth Advisors Group held 55,158 shares of PepsiCo worth $7.47M as of Q2 2026.
  • ARS Wealth Advisors Group bought 657 PepsiCo shares in Q2 2026, an estimated $98.2K.
  • PepsiCo made up 0.58% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #39 holding.
  • ARS Wealth Advisors Group first reported a position in PepsiCo in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's PepsiCo position peaked at $17.4M in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.