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Michael J. Porro & Co. Financial Advisors, Inc.’s PepsiCo PEP Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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 		$433K Sell
3,414
-340
-9% -$46.8K 0.26% 97
2026
Q2 		$508K Buy
+3,754
New +$561K 0.29% 86

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Fjarde Ap-fonden
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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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s PEP Position: Q3 2026 in Review

Michael J. Porro & Co. Financial Advisors, Inc. reduced its PepsiCo (PEP) stake by 9.1% in Q3 2026, selling an estimated $46.8K and leaving 3,414 shares worth $433K. The position accounts for 0.26% of the portfolio, ranked #97.

Michael J. Porro & Co. Financial Advisors, Inc. first reported a position in PEP in Q2 2026 and has held it in 2 quarters since. The position peaked at $508K in Q2 2026. 659 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Michael J. Porro & Co. Financial Advisors, Inc. held 3,414 shares of PepsiCo worth $433K as of Q3 2026.
  • Michael J. Porro & Co. Financial Advisors, Inc. sold 340 PepsiCo shares in Q3 2026, an estimated $46.8K.
  • PepsiCo made up 0.26% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q3 2026, its #97 holding.
  • Michael J. Porro & Co. Financial Advisors, Inc. first reported a position in PepsiCo in Q2 2026 and has held it in 2 quarters since.
  • Michael J. Porro & Co. Financial Advisors, Inc.'s PepsiCo position peaked at $508K in Q2 2026.
  • 659 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q3 2026, filed 16 Oct 2026.