GM Advisory Group’s PepsiCo PEP Stock Holding History

GM 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	$408K	Buy	2,626 +433	+20%	+$67.5K	0.02%	259
2025 Q4	$315K	Buy	+2,193	New	+$322K	0.01%	278
2025 Q3	–	Sell	-1,614	Closed	-$213K	–	314
2025 Q2	$213K	Buy	+1,614	New	+$217K	0.01%	272
2017 Q1	–	Sell	-2,390	Closed	-$254K	–	115
2016 Q4	$254K	Buy	+2,390	New	+$250K	0.09%	93
2015 Q1	–	Sell	-2,887	Closed	-$273K	–	65
2014 Q4	$273K	Sell	2,887 -775	-21%	-$74.3K	0.15%	50
2014 Q3	$341K	Buy	3,662 +240	+7%	+$21.9K	0.26%	42
2014 Q2	$306K	Sell	3,422 -144	-4%	-$12.4K	0.27%	47
2014 Q1	$299K	Sell	3,566 -392	-10%	-$31.8K	0.23%	49
2013 Q4	$328K	Buy	+3,958	New	+$329K	0.34%	38

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

GM Advisory Group increased its PepsiCo (PEP) stake by 20% in Q1 2026, buying an estimated $67.5K and bringing the position to 2,626 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #259.

GM Advisory Group first reported a position in PEP in Q4 2013 and has held it in 9 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

GM Advisory Group held 2,626 shares of PepsiCo worth $408K as of Q1 2026.
GM Advisory Group bought 433 PepsiCo shares in Q1 2026, an estimated $67.5K.
PepsiCo made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #259 holding.
GM Advisory Group first reported a position in PepsiCo in Q4 2013 and has held it in 9 quarters since.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.