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
Q2 		$83M Buy
612,908
+44,890
+8% +$6.71M 0.2% 100
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group's PEP Position: Q2 2026 in Review

Empower Advisory Group increased its PepsiCo (PEP) stake by 7.9% in Q2 2026, buying an estimated $6.71M and bringing the position to 612,908 shares worth $83M. The position accounts for 0.2% of the portfolio, ranked #100.

Empower Advisory Group first reported a position in PEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $88.2M in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Empower Advisory Group held 612,908 shares of PepsiCo worth $83M as of Q2 2026.
  • Empower Advisory Group bought 44,890 PepsiCo shares in Q2 2026, an estimated $6.71M.
  • PepsiCo made up 0.2% of Empower Advisory Group's portfolio in Q2 2026, its #100 holding.
  • Empower Advisory Group first reported a position in PepsiCo in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's PepsiCo position peaked at $88.2M in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.