Granite Group Advisors
PEP icon

Granite Group Advisors’s PepsiCo PEP Stock Holding History

Granite Group 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 		$2.7M Sell
21,299
-753
-3% -$104K 1.71% 8
2026
Q2 		$2.99M Buy
22,052
+1,829
+9% +$273K 1.77% 16
2026
Q1 		$3.1M Sell
20,223
-402
-2% -$62.6K 1.87% 8
2025
Q4 		$2.96M Buy
20,625
+786
+4% +$115K 1.68% 13
2025
Q3 		$2.79M Sell
19,839
-5,938
-23% -$848K 1.69% 10
2025
Q2 		$3.4M Buy
25,777
+8,097
+46% +$1.09M 2.05% 3
2025
Q1 		$2.65M Buy
17,680
+5,977
+51% +$890K 1.84% 6
2024
Q4 		$1.78M Buy
11,703
+5,850
+100% +$958K 1.13% 23
2024
Q3 		$995K Sell
5,853
-340
-5% -$58.4K 0.64% 29
2024
Q2 		$1.02M Buy
6,193
+2,921
+89% +$504K 0.77% 29
2024
Q1 		$573K Buy
3,272
+608
+23% +$102K 0.39% 42
2023
Q4 		$439K Buy
+2,664
New +$442K 0.31% 54

Other funds holding PEP

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Granite Group Advisors's PEP Position: Q3 2026 in Review

Granite Group Advisors reduced its PepsiCo (PEP) stake by 3.4% in Q3 2026, selling an estimated $104K and leaving 21,299 shares worth $2.7M. The position accounts for 1.71% of the portfolio, ranked #8.

Granite Group Advisors first reported a position in PEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.4M in Q2 2025. 1,481 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Granite Group Advisors held 21,299 shares of PepsiCo worth $2.7M as of Q3 2026.
  • Granite Group Advisors sold 753 PepsiCo shares in Q3 2026, an estimated $104K.
  • PepsiCo made up 1.71% of Granite Group Advisors's portfolio in Q3 2026, its #8 holding.
  • Granite Group Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 12 quarters since.
  • Granite Group Advisors's PepsiCo position peaked at $3.4M in Q2 2025.
  • 1,481 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Granite Group Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.