Financial Advocates Investment Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,341
| Closed | -$441K | – | 426 |
|
|
2025
Q2 | $441K | Sell |
3,341
-1,773
| -35% | -$239K | 0.04% | 390 |
|
|
2025
Q1 | $767K | Sell |
5,114
-1,253
| -20% | -$186K | 0.05% | 334 |
|
|
2024
Q4 | $968K | Sell |
6,367
-3,989
| -39% | -$654K | 0.06% | 307 |
|
|
2024
Q3 | $1.76M | Buy |
10,356
+371
| +4% | +$63.7K | 0.1% | 200 |
|
|
2024
Q2 | $1.65M | Sell |
9,985
-2,067
| -17% | -$357K | 0.1% | 195 |
|
|
2024
Q1 | $2.11M | Sell |
12,052
-151
| -1% | -$25.4K | 0.12% | 175 |
|
|
2023
Q4 | $2.07M | Sell |
12,203
-1,912
| -14% | -$317K | 0.14% | 170 |
|
|
2023
Q3 | $2.39M | Buy |
14,115
+48
| +0.3% | +$8.72K | 0.17% | 136 |
|
|
2023
Q2 | $2.61M | Buy |
14,067
+53
| +0.4% | +$9.89K | 0.19% | 131 |
|
|
2023
Q1 | $2.55M | Sell |
14,014
-40
| -0.3% | -$6.99K | 0.18% | 130 |
|
|
2022
Q4 | $2.54M | Sell |
14,054
-154
| -1% | -$27.5K | 0.19% | 133 |
|
|
2022
Q3 | $2.32M | Buy |
14,208
+969
| +7% | +$167K | 0.19% | 132 |
|
|
2022
Q2 | $2.21M | Sell |
13,239
-262
| -2% | -$44.1K | 0.18% | 140 |
|
|
2022
Q1 | $2.26M | Buy |
13,501
+152
| +1% | +$25.5K | 0.15% | 166 |
|
|
2021
Q4 | $2.32M | Buy |
13,349
+2,373
| +22% | +$388K | 0.15% | 161 |
|
|
2021
Q3 | $1.65M | Sell |
10,976
-1,741
| -14% | -$269K | 0.11% | 222 |
|
|
2021
Q2 | $1.88M | Buy |
12,717
+3,028
| +31% | +$441K | 0.13% | 196 |
|
|
2021
Q1 | $1.38M | Sell |
9,689
-2,317
| -19% | -$318K | 0.1% | 247 |
|
|
2020
Q4 | $1.78M | Buy |
12,006
+2,821
| +31% | +$401K | 0.12% | 194 |
|
|
2020
Q3 | $1.27M | Buy |
9,185
+1,850
| +25% | +$252K | 0.11% | 205 |
|
|
2020
Q2 | $970K | Buy |
7,335
+322
| +5% | +$42.4K | 0.09% | 255 |
|
|
2020
Q1 | $842K | Buy |
7,013
+1,789
| +34% | +$242K | 0.12% | 201 |
|
|
2019
Q4 | $714K | Buy |
5,224
+154
| +3% | +$21K | 0.08% | 258 |
|
|
2019
Q3 | $695K | Buy |
5,070
+242
| +5% | +$32.1K | 0.08% | 237 |
|
|
2019
Q2 | $633K | Buy |
4,828
+205
| +4% | +$26.3K | 0.07% | 243 |
|
|
2019
Q1 | $566K | Buy |
4,623
+27
| +0.6% | +$3.08K | 0.07% | 249 |
|
|
2018
Q4 | $508K | Sell |
4,596
-1,440
| -24% | -$162K | 0.07% | 242 |
|
|
2018
Q3 | $675K | Sell |
6,036
-443
| -7% | -$50.2K | 0.08% | 238 |
|
|
2018
Q2 | $710K | Sell |
6,479
-1,429
| -18% | -$148K | 0.09% | 218 |
|
|
2018
Q1 | $863K | Sell |
7,908
-330
| -4% | -$37.5K | 0.11% | 190 |
|
|
2017
Q4 | $988K | Buy |
+8,238
| New | +$941K | 0.13% | 162 |
|
Other funds holding PEP
Financial Advocates Investment Management's PEP Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 3,341 shares — an estimated $441K sold.
Financial Advocates Investment Management first reported a position in PEP in Q4 2017 and held it in 31 quarters. The position peaked at $2.61M in Q2 2023. 3,316 funds tracked by Wall St. Rank hold PEP as of Q3 2025.
- Financial Advocates Investment Management reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 3,341 PepsiCo shares in Q3 2025, an estimated $441K.
- Financial Advocates Investment Management first reported a position in PepsiCo in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's PepsiCo position peaked at $2.61M in Q2 2023.
- 3,316 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.