ARS Wealth Advisors Group
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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
Q3 		$6.87M Sell
54,253
-905
-2% -$125K 0.5% 42
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ARS Wealth Advisors Group's PEP Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its PepsiCo (PEP) stake by 1.6% in Q3 2026, selling an estimated $125K and leaving 54,253 shares worth $6.87M. The position accounts for 0.5% of the portfolio, ranked #42.

ARS Wealth Advisors Group first reported a position in PEP in Q3 2021 and has held it in 21 quarters since. The position peaked at $17.4M in Q3 2024. 2,189 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • ARS Wealth Advisors Group held 54,253 shares of PepsiCo worth $6.87M as of Q3 2026.
  • ARS Wealth Advisors Group sold 905 PepsiCo shares in Q3 2026, an estimated $125K.
  • PepsiCo made up 0.5% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #42 holding.
  • ARS Wealth Advisors Group first reported a position in PepsiCo in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's PepsiCo position peaked at $17.4M in Q3 2024.
  • 2,189 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.