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 Q3	$5.21M	Buy	41,151 +15,305	+59%	+$2.11M	1.55%	12
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

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

HF Advisory Group's PEP Position: Q3 2026 in Review

HF Advisory Group increased its PepsiCo (PEP) stake by 59% in Q3 2026, buying an estimated $2.11M and bringing the position to 41,151 shares worth $5.21M. The position accounts for 1.55% of the portfolio, ranked #12.

HF Advisory Group first reported a position in PEP in Q3 2024 and has held it in 9 quarters since. 688 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

HF Advisory Group held 41,151 shares of PepsiCo worth $5.21M as of Q3 2026.
HF Advisory Group bought 15,305 PepsiCo shares in Q3 2026, an estimated $2.11M.
PepsiCo made up 1.55% of HF Advisory Group's portfolio in Q3 2026, its #12 holding.
HF Advisory Group first reported a position in PepsiCo in Q3 2024 and has held it in 9 quarters since.
688 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.