Fortune Financial Advisors’s PepsiCo PEP Stock Holding History

Fortune Financial 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 Q2	$704K	Buy	5,199 +153	+3%	+$22.9K	0.3%	76
2026 Q1	$784K	Buy	5,046 +456	+10%	+$71.1K	0.4%	68
2025 Q4	$659K	Hold	4,590	–	–	0.44%	56
2025 Q3	$645K	Buy	4,590 +37	+0.8%	+$5.28K	0.49%	56
2025 Q2	$601K	Buy	4,553 +1	+0%	+$135	0.48%	55
2025 Q1	$682K	Buy	4,552 +23	+0.5%	+$3.42K	0.59%	50
2024 Q4	$689K	Buy	4,529 +273	+6%	+$44.7K	0.63%	50
2024 Q3	$724K	Sell	4,256 -354	-8%	-$60.8K	0.66%	46
2024 Q2	$760K	Sell	4,610 -8	-0.2%	-$1.38K	0.47%	68
2024 Q1	$808K	Sell	4,618 -6	-0.1%	-$1.01K	0.51%	61
2023 Q4	$785K	Buy	4,624 +290	+7%	+$48.1K	0.55%	56
2023 Q3	$734K	Buy	4,334 +5	+0.1%	+$908	0.56%	57
2023 Q2	$802K	Buy	+4,329	New	+$808K	0.6%	52

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Fortune Financial Advisors's PEP Position: Q2 2026 in Review

Fortune Financial Advisors increased its PepsiCo (PEP) stake by 3% in Q2 2026, buying an estimated $22.9K and bringing the position to 5,199 shares worth $704K. The position accounts for 0.3% of the portfolio, ranked #76.

Fortune Financial Advisors first reported a position in PEP in Q2 2023 and has held it in 13 quarters since. The position peaked at $808K in Q1 2024. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Fortune Financial Advisors held 5,199 shares of PepsiCo worth $704K as of Q2 2026.
Fortune Financial Advisors bought 153 PepsiCo shares in Q2 2026, an estimated $22.9K.
PepsiCo made up 0.3% of Fortune Financial Advisors's portfolio in Q2 2026, its #76 holding.
Fortune Financial Advisors first reported a position in PepsiCo in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's PepsiCo position peaked at $808K in Q1 2024.
1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.