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Kovack Advisors’s PepsiCo PEP Stock Holding History

Kovack 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
2017
Q1 		– Sell
-7
Closed -$1K – 320
2016
Q4 		$1K Hold
7
– – ﹤0.01% 262
2016
Q3 		$1K Buy
+7
New +$754 ﹤0.01% 262

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Kovack Advisors's PEP Position: Q1 2026 in Review

Kovack Advisors reduced its PepsiCo (PEP) stake by 7.6% in Q1 2026, selling an estimated $159K and leaving 12,386 shares worth $1.92M. The position accounts for 0.1% of the portfolio, ranked #203.

Kovack Advisors first reported a position in PEP in Q3 2014 and has held it in 47 quarters since. The position peaked at $3.04M in Q1 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Kovack Advisors held 12,386 shares of PepsiCo worth $1.92M as of Q1 2026.
  • Kovack Advisors sold 1,020 PepsiCo shares in Q1 2026, an estimated $159K.
  • PepsiCo made up 0.1% of Kovack Advisors's portfolio in Q1 2026, its #203 holding.
  • Kovack Advisors first reported a position in PepsiCo in Q3 2014 and has held it in 47 quarters since.
  • Kovack Advisors's PepsiCo position peaked at $3.04M in Q1 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.