Empower Advisory Group
PEP icon

Empower Advisory Group’s PepsiCo PEP Stock Holding History

Empower Advisory 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
Q1 		$88.2M Buy
568,018
+69,402
+14% +$10.8M 0.23% 91
2025
Q4 		$71.6M Buy
498,616
+31,588
+7% +$4.64M 0.19% 101
2025
Q3 		$65.6M Sell
467,028
-568
-0.1% -$81.1K 0.18% 107
2025
Q2 		$61.7M Buy
467,596
+38,749
+9% +$5.22M 0.18% 112
2025
Q1 		$64.3M Buy
428,847
+51,128
+14% +$7.61M 0.21% 103
2024
Q4 		$57.4M Sell
377,719
-1,183
-0.3% -$194K 0.19% 106
2024
Q3 		$64.4M Buy
378,902
+16,523
+5% +$2.84M 0.22% 102
2024
Q2 		$59.8M Buy
362,379
+9,622
+3% +$1.66M 0.22% 96
2024
Q1 		$61.7M Buy
352,757
+70,382
+25% +$11.8M 0.23% 103
2023
Q4 		$48M Sell
282,375
-42,533
-13% -$7.05M 0.19% 111
2023
Q3 		$55.1M Buy
324,908
+8,098
+3% +$1.47M 0.24% 88
2023
Q2 		$58.7M Buy
316,810
+167,103
+112% +$31.2M 0.25% 92
2023
Q1 		$27.3M Buy
+149,707
New +$26.2M 0.12% 123

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Empower Advisory Group's PEP Position: Q1 2026 in Review

Empower Advisory Group increased its PepsiCo (PEP) stake by 14% in Q1 2026, buying an estimated $10.8M and bringing the position to 568,018 shares worth $88.2M. The position accounts for 0.23% of the portfolio, ranked #91.

Empower Advisory Group first reported a position in PEP in Q1 2023 and has held it in 13 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Empower Advisory Group held 568,018 shares of PepsiCo worth $88.2M as of Q1 2026.
  • Empower Advisory Group bought 69,402 PepsiCo shares in Q1 2026, an estimated $10.8M.
  • PepsiCo made up 0.23% of Empower Advisory Group's portfolio in Q1 2026, its #91 holding.
  • Empower Advisory Group first reported a position in PepsiCo in Q1 2023 and has held it in 13 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.