HHM Wealth Advisors
PEP icon

HHM Wealth Advisors’s PepsiCo PEP Stock Holding History

HHM 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
Q3 		$407K Buy
3,211
+173
+6% +$23.8K 0.04% 149
2026
Q2 		$411K Sell
3,038
-5
-0.2% -$748 0.04% 144
2026
Q1 		$473K Buy
3,043
+614
+25% +$95.7K 0.05% 121
2025
Q4 		$349K Sell
2,429
-596
-20% -$87.6K 0.04% 142
2025
Q3 		$425K Buy
3,025
+140
+5% +$20K 0.05% 127
2025
Q2 		$381K Sell
2,885
-182
-6% -$24.5K 0.05% 135
2025
Q1 		$460K Buy
3,067
+127
+4% +$18.9K 0.06% 110
2024
Q4 		$447K Buy
2,940
+938
+47% +$154K 0.06% 113
2024
Q3 		$341K Buy
2,002
+139
+7% +$23.9K 0.05% 127
2024
Q2 		$307K Sell
1,863
-113
-6% -$19.5K 0.05% 131
2024
Q1 		$346K Hold
1,976
– – 0.06% 100
2023
Q4 		$336K Sell
1,976
-167
-8% -$27.7K 0.06% 92
2023
Q3 		$363K Buy
2,143
+83
+4% +$15.1K 0.07% 82
2023
Q2 		$382K Sell
2,060
-10
-0.5% -$1.87K 0.07% 86
2023
Q1 		$377K Buy
2,070
+193
+10% +$33.7K 0.08% 79
2022
Q4 		$339K Hold
1,877
– – 0.08% 86
2022
Q3 		$306K Sell
1,877
-435
-19% -$75K 0.08% 78
2022
Q2 		$385K Buy
2,312
+97
+4% +$16.3K 0.1% 75
2022
Q1 		$371K Buy
2,215
+501
+29% +$84.1K 0.09% 91
2021
Q4 		$298K Buy
1,714
+31
+2% +$5.06K 0.07% 103
2021
Q3 		$253K Sell
1,683
-85
-5% -$13.2K 0.07% 108
2021
Q2 		$262K Sell
1,768
-258
-13% -$37.6K 0.07% 112
2021
Q1 		$287K Buy
2,026
+120
+6% +$16.5K 0.09% 91
2020
Q4 		$283K Buy
1,906
+215
+13% +$30.6K 0.1% 81
2020
Q3 		$234K Buy
1,691
+55
+3% +$7.48K 0.09% 79
2020
Q2 		$216K Buy
1,636
+85
+5% +$11.2K 0.09% 80
2020
Q1 		$186K Buy
+1,551
New +$210K 0.09% 79

Other funds holding PEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

HHM Wealth Advisors's PEP Position: Q3 2026 in Review

HHM Wealth Advisors increased its PepsiCo (PEP) stake by 5.7% in Q3 2026, buying an estimated $23.8K and bringing the position to 3,211 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #149.

HHM Wealth Advisors first reported a position in PEP in Q1 2020 and has held it in 27 quarters since. The position peaked at $473K in Q1 2026. 2,351 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • HHM Wealth Advisors held 3,211 shares of PepsiCo worth $407K as of Q3 2026.
  • HHM Wealth Advisors bought 173 PepsiCo shares in Q3 2026, an estimated $23.8K.
  • PepsiCo made up 0.04% of HHM Wealth Advisors's portfolio in Q3 2026, its #149 holding.
  • HHM Wealth Advisors first reported a position in PepsiCo in Q1 2020 and has held it in 27 quarters since.
  • HHM Wealth Advisors's PepsiCo position peaked at $473K in Q1 2026.
  • 2,351 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on HHM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.