FFA
PEP icon

Farther Finance Advisors’s PepsiCo PEP Stock Holding History

Farther Finance 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 		$11.8M Buy
92,818
+5,897
+7% +$812K 0.08% 205
2026
Q2 		$11.8M Buy
86,921
+4,302
+5% +$643K 0.09% 193
2026
Q1 		$12.8M Buy
82,619
+15,726
+24% +$2.45M 0.12% 147
2025
Q4 		$9.6M Buy
66,893
+22,977
+52% +$3.38M 0.1% 172
2025
Q3 		$6.17M Buy
43,916
+6,653
+18% +$950K 0.09% 183
2025
Q2 		$4.92M Sell
37,263
-1,884
-5% -$254K 0.1% 192
2025
Q1 		$5.86M Buy
39,147
+10,187
+35% +$1.52M 0.15% 132
2024
Q4 		$4.4M Buy
28,960
+1,923
+7% +$315K 0.16% 116
2024
Q3 		$4.6M Buy
27,037
+2,153
+9% +$370K 0.17% 103
2024
Q2 		$4.05M Buy
24,884
+4,633
+23% +$800K 0.2% 90
2024
Q1 		$3.5M Buy
20,251
+11,647
+135% +$1.96M 0.21% 89
2023
Q4 		$1.46M Buy
8,604
+3,498
+69% +$580K 0.11% 178
2023
Q3 		$865K Buy
5,106
+1,390
+37% +$252K 0.14% 133
2023
Q2 		$688K Buy
3,716
+628
+20% +$117K 0.15% 127
2023
Q1 		$563K Buy
3,088
+1,118
+57% +$195K 0.16% 117
2022
Q4 		$356K Buy
+1,970
New +$351K 0.14% 144

Other funds holding PEP

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
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
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Farther Finance Advisors's PEP Position: Q3 2026 in Review

Farther Finance Advisors increased its PepsiCo (PEP) stake by 6.8% in Q3 2026, buying an estimated $812K and bringing the position to 92,818 shares worth $11.8M. The position accounts for 0.08% of the portfolio, ranked #205.

Farther Finance Advisors first reported a position in PEP in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.8M in Q1 2026. 118 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Farther Finance Advisors held 92,818 shares of PepsiCo worth $11.8M as of Q3 2026.
  • Farther Finance Advisors bought 5,897 PepsiCo shares in Q3 2026, an estimated $812K.
  • PepsiCo made up 0.08% of Farther Finance Advisors's portfolio in Q3 2026, its #205 holding.
  • Farther Finance Advisors first reported a position in PepsiCo in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's PepsiCo position peaked at $12.8M in Q1 2026.
  • 118 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.