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Benedict Financial Advisors’s PepsiCo PEP Stock Holding History

Benedict 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
Q3 		$1.54M Sell
12,155
-676
-5% -$93.1K 0.31% 90
2026
Q2 		$1.74M Buy
12,831
+16
+0.1% +$2.39K 0.34% 90
2026
Q1 		$1.99M Sell
12,815
-1,631
-11% -$254K 0.41% 84
2025
Q4 		$2.07M Sell
14,446
-466
-3% -$68.5K 0.44% 81
2025
Q3 		$2.09M Sell
14,912
-283
-2% -$40.4K 0.45% 78
2025
Q2 		$2.01M Buy
15,195
+42
+0.3% +$5.66K 0.45% 76
2025
Q1 		$2.27M Sell
15,153
-181
-1% -$26.9K 0.53% 68
2024
Q4 		$2.33M Sell
15,334
-193
-1% -$31.6K 0.57% 67
2024
Q3 		$2.64M Sell
15,527
-541
-3% -$92.9K 0.62% 63
2024
Q2 		$2.65M Sell
16,068
-308
-2% -$53.2K 0.67% 59
2024
Q1 		$2.87M Sell
16,376
-106
-0.6% -$17.8K 0.73% 54
2023
Q4 		$2.8M Sell
16,482
-1,025
-6% -$170K 0.76% 50
2023
Q3 		$2.97M Sell
17,507
-149
-0.8% -$27.1K 0.86% 45
2023
Q2 		$3.27M Sell
17,656
-269
-2% -$50.2K 0.9% 43
2023
Q1 		$3.27M Sell
17,925
-234
-1% -$40.9K 0.92% 44
2022
Q4 		$3.28M Sell
18,159
-23
-0.1% -$4.1K 0.97% 42
2022
Q3 		$2.97M Sell
18,182
-32
-0.2% -$5.51K 0.95% 42
2022
Q2 		$3.04M Sell
18,214
-117
-0.6% -$19.7K 0.9% 42
2022
Q1 		$3.07M Buy
18,331
+207
+1% +$34.8K 0.82% 49
2021
Q4 		$3.15M Sell
18,124
-215
-1% -$35.1K 0.82% 49
2021
Q3 		$2.76M Buy
18,339
+122
+0.7% +$18.9K 0.77% 52
2021
Q2 		$2.7M Sell
18,217
-298
-2% -$43.4K 0.75% 51
2021
Q1 		$2.62M Buy
18,515
+16,879
+1,032% +$2.32M 0.76% 50
2020
Q4 		$243K Hold
1,636
– – 0.09% 97
2020
Q3 		$227K Buy
+1,636
New +$223K 0.09% 97

Other funds holding PEP

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Benedict Financial Advisors's PEP Position: Q3 2026 in Review

Benedict Financial Advisors reduced its PepsiCo (PEP) stake by 5.3% in Q3 2026, selling an estimated $93.1K and leaving 12,155 shares worth $1.54M. The position accounts for 0.31% of the portfolio, ranked #90.

Benedict Financial Advisors first reported a position in PEP in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.28M in Q4 2022. 176 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Benedict Financial Advisors held 12,155 shares of PepsiCo worth $1.54M as of Q3 2026.
  • Benedict Financial Advisors sold 676 PepsiCo shares in Q3 2026, an estimated $93.1K.
  • PepsiCo made up 0.31% of Benedict Financial Advisors's portfolio in Q3 2026, its #90 holding.
  • Benedict Financial Advisors first reported a position in PepsiCo in Q3 2020 and has held it in 25 quarters since.
  • Benedict Financial Advisors's PepsiCo position peaked at $3.28M in Q4 2022.
  • 176 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.