CV Advisors
PEP icon

CV Advisors’s PepsiCo PEP Stock Holding History

CV 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 		$431K Hold
3,400
– – 0.07% 83
2026
Q2 		$460K Buy
+3,400
New +$508K 0.09% 88

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Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

CV Advisors's PEP Position: Q3 2026 in Review

CV Advisors held its PepsiCo (PEP) position steady in Q3 2026 at 3,400 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #83.

CV Advisors first reported a position in PEP in Q2 2026 and has held it in 2 quarters since. The position peaked at $460K in Q2 2026. 1,045 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • CV Advisors held 3,400 shares of PepsiCo worth $431K as of Q3 2026.
  • CV Advisors left its PepsiCo share count unchanged in Q3 2026.
  • PepsiCo made up 0.07% of CV Advisors's portfolio in Q3 2026, its #83 holding.
  • CV Advisors first reported a position in PepsiCo in Q2 2026 and has held it in 2 quarters since.
  • CV Advisors's PepsiCo position peaked at $460K in Q2 2026.
  • 1,045 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.