HF Advisory Group’s PepsiCo PEP Stock Holding History

HF 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	$3.5M	Buy	25,846 +2,229	+9%	+$333K	1.08%	31
2026 Q1	$3.67M	Buy	23,617 +2,414	+11%	+$376K	1.25%	21
2025 Q4	$3.04M	Buy	21,203 +1,528	+8%	+$225K	1.06%	29
2025 Q3	$2.76M	Buy	19,675 +1,413	+8%	+$202K	1.01%	33
2025 Q2	$2.41M	Buy	18,262 +3,307	+22%	+$445K	0.95%	35
2025 Q1	$2.24M	Buy	14,955 +2,627	+21%	+$391K	0.98%	34
2024 Q4	$1.87M	Buy	12,328 +9,956	+420%	+$1.63M	0.86%	39
2024 Q3	$403K	Buy	+2,372	New	+$408K	0.19%	128

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

HF Advisory Group increased its PepsiCo (PEP) stake by 9.4% in Q2 2026, buying an estimated $333K and bringing the position to 25,846 shares worth $3.5M. The position accounts for 1.08% of the portfolio, ranked #31.

HF Advisory Group first reported a position in PEP in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.67M in Q1 2026. 639 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

HF Advisory Group held 25,846 shares of PepsiCo worth $3.5M as of Q2 2026.
HF Advisory Group bought 2,229 PepsiCo shares in Q2 2026, an estimated $333K.
PepsiCo made up 1.08% of HF Advisory Group's portfolio in Q2 2026, its #31 holding.
HF Advisory Group first reported a position in PepsiCo in Q3 2024 and has held it in 8 quarters since.
HF Advisory Group's PepsiCo position peaked at $3.67M in Q1 2026.
639 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.