HWA
PEP icon

HCR Wealth Advisors’s PepsiCo PEP Stock Holding History

HCR Wealth 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 		$548K Buy
4,048
+1,815
+81% +$271K 0.05% 151
2026
Q1 		$347K Buy
2,233
+13
+0.6% +$2.03K 0.04% 183
2025
Q4 		$319K Buy
2,220
+20
+0.9% +$2.94K 0.03% 191
2025
Q3 		$313K Buy
2,200
+7
+0.3% +$1K 0.03% 188
2025
Q2 		$290K Sell
2,193
-10
-0.5% -$1.35K 0.03% 190
2025
Q1 		$330K Sell
2,203
-415
-16% -$61.8K 0.04% 172
2024
Q4 		$398K Hold
2,618
– – 0.05% 161
2024
Q3 		$445K Buy
2,618
+380
+17% +$65.3K 0.06% 148
2024
Q2 		$369K Buy
2,238
+10
+0.4% +$1.73K 0.05% 158
2024
Q1 		$390K Buy
2,228
+345
+18% +$58.1K 0.06% 151
2023
Q4 		$320K Buy
+1,883
New +$312K 0.05% 150
2020
Q1 		– Sell
-4,325
Closed -$591K – 251
2019
Q4 		$591K Buy
4,325
+71
+2% +$9.66K 0.14% 92
2019
Q3 		$583K Sell
4,254
-59
-1% -$7.84K 0.19% 84
2019
Q2 		$566K Buy
4,313
+134
+3% +$17.2K 0.16% 92
2019
Q1 		$512K Buy
4,179
+247
+6% +$28.1K 0.15% 104
2018
Q4 		$434K Buy
+3,932
New +$443K 0.14% 105
2018
Q3 		– Sell
-3,807
Closed -$414K – 171
2018
Q2 		$414K Hold
3,807
– – 0.14% 120
2018
Q1 		$416K Buy
3,807
+6
+0.2% +$682 0.14% 116
2017
Q4 		$456K Buy
3,801
+414
+12% +$47.3K 0.16% 110
2017
Q3 		$377K Sell
3,387
-100
-3% -$11.6K 0.16% 114
2017
Q2 		$403K Sell
3,487
-35
-1% -$4.01K 0.2% 91
2017
Q1 		$394K Sell
3,522
-48
-1% -$5.15K 0.2% 98
2016
Q4 		$374K Buy
+3,570
New +$374K 0.2% 96

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HCR Wealth Advisors's PEP Position: Q2 2026 in Review

HCR Wealth Advisors increased its PepsiCo (PEP) stake by 81% in Q2 2026, buying an estimated $271K and bringing the position to 4,048 shares worth $548K. The position accounts for 0.05% of the portfolio, ranked #151.

HCR Wealth Advisors first reported a position in PEP in Q4 2016 and has held it in 23 quarters since. The position peaked at $591K in Q4 2019. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • HCR Wealth Advisors held 4,048 shares of PepsiCo worth $548K as of Q2 2026.
  • HCR Wealth Advisors bought 1,815 PepsiCo shares in Q2 2026, an estimated $271K.
  • PepsiCo made up 0.05% of HCR Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • HCR Wealth Advisors first reported a position in PepsiCo in Q4 2016 and has held it in 23 quarters since.
  • HCR Wealth Advisors's PepsiCo position peaked at $591K in Q4 2019.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.