CGFA
PEP icon

Colton Groome Financial Advisors’s PepsiCo PEP Stock Holding History

Colton Groome 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 		$790K Buy
6,232
+35
+0.6% +$4.82K 0.19% 67
2026
Q2 		$839K Buy
6,197
+342
+6% +$51.1K 0.2% 68
2026
Q1 		$909K Buy
5,855
+250
+4% +$39K 0.26% 59
2025
Q4 		$804K Buy
5,605
+738
+15% +$108K 0.23% 64
2025
Q3 		$684K Sell
4,867
-379
-7% -$54.1K 0.21% 69
2025
Q2 		$693K Buy
5,246
+1,138
+28% +$153K 0.23% 64
2025
Q1 		$557K Sell
4,108
-685
-14% -$102K 0.22% 64
2024
Q4 		$729K Sell
4,793
-1,880
-28% -$308K 0.28% 53
2024
Q3 		$1.13M Sell
6,673
-162
-2% -$27.8K 0.42% 46
2024
Q2 		$1.13M Sell
6,835
-23
-0.3% -$3.97K 0.44% 44
2024
Q1 		$1.2M Buy
6,858
+41
+0.6% +$6.9K 0.48% 43
2023
Q4 		$1.16M Buy
6,817
+1,780
+35% +$295K 0.51% 41
2023
Q3 		$853K Buy
5,037
+3,925
+353% +$713K 0.43% 49
2023
Q2 		$206K Hold
1,112
– – 0.1% 114
2023
Q1 		$203K Hold
1,112
– – 0.1% 120
2022
Q4 		$201K Buy
+1,112
New +$198K 0.1% 122
2022
Q1 		– Sell
-4,355
Closed -$757K – 127
2021
Q4 		$757K Buy
4,355
+60
+1% +$9.8K 0.31% 61
2021
Q3 		$646K Hold
4,295
– – 0.28% 56
2021
Q2 		$636K Buy
+4,295
New +$626K 0.29% 57

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

Colton Groome Financial Advisors's PEP Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its PepsiCo (PEP) stake by 0.56% in Q3 2026, buying an estimated $4.82K and bringing the position to 6,232 shares worth $790K. The position accounts for 0.19% of the portfolio, ranked #67.

Colton Groome Financial Advisors first reported a position in PEP in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q1 2024. 176 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Colton Groome Financial Advisors held 6,232 shares of PepsiCo worth $790K as of Q3 2026.
  • Colton Groome Financial Advisors bought 35 PepsiCo shares in Q3 2026, an estimated $4.82K.
  • PepsiCo made up 0.19% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #67 holding.
  • Colton Groome Financial Advisors first reported a position in PepsiCo in Q2 2021 and has held it in 19 quarters since.
  • Colton Groome Financial Advisors's PepsiCo position peaked at $1.2M in Q1 2024.
  • 176 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.