Goodman Advisory Group’s PepsiCo PEP Stock Holding History

Goodman 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	–	Sell	-44	Closed	-$6.83K	–	141
2026 Q1	$6.83K	Hold	44	–	–	﹤0.01%	151
2025 Q4	$6.32K	Hold	44	–	–	﹤0.01%	154
2025 Q3	$6.18K	Hold	44	–	–	﹤0.01%	152
2025 Q2	$5.81K	Hold	44	–	–	﹤0.01%	123
2025 Q1	$6.6K	Buy	+44	New	+$6.55K	﹤0.01%	157
2024 Q4	–	Sell	-93	Closed	-$15.8K	–	142
2024 Q3	$15.8K	Sell	93 -60	-39%	-$10.3K	﹤0.01%	150
2024 Q2	$25.2K	Buy	153 +33	+28%	+$5.7K	0.01%	132
2024 Q1	$21K	Hold	120	–	–	0.01%	114
2023 Q4	$20.4K	Hold	120	–	–	0.01%	109
2023 Q3	$20.3K	Hold	120	–	–	0.01%	112
2023 Q2	$22.2K	Hold	120	–	–	0.01%	101
2023 Q1	$21.9K	Hold	120	–	–	0.01%	95
2022 Q4	$22K	Sell	120 -167	-58%	-$29.8K	0.01%	95
2022 Q3	$47K	Sell	287 -293	-51%	-$50.5K	0.03%	74
2022 Q2	$97K	Buy	+580	New	+$97.6K	0.04%	64

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goodman Advisory Group sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 44 shares — an estimated $6.83K sold.

Goodman Advisory Group first reported a position in PEP in Q2 2022 and held it in 15 quarters. The position peaked at $97K in Q2 2022. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Goodman Advisory Group reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
Goodman Advisory Group sold 44 PepsiCo shares in Q2 2026, an estimated $6.83K.
Goodman Advisory Group first reported a position in PepsiCo in Q2 2022 and held it in 15 quarters.
Goodman Advisory Group's PepsiCo position peaked at $97K in Q2 2022.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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