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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovack Advisors's PEP Position: Q2 2026 in Review

Kovack Advisors increased its PepsiCo (PEP) stake by 1.5% in Q2 2026, buying an estimated $27.1K and bringing the position to 12,567 shares worth $1.76M. The position accounts for 0.08% of the portfolio, ranked #237.

Kovack Advisors first reported a position in PEP in Q3 2014 and has held it in 48 quarters since. The position peaked at $3.04M in Q1 2025. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Kovack Advisors held 12,567 shares of PepsiCo worth $1.76M as of Q2 2026.
  • Kovack Advisors bought 181 PepsiCo shares in Q2 2026, an estimated $27.1K.
  • PepsiCo made up 0.08% of Kovack Advisors's portfolio in Q2 2026, its #237 holding.
  • Kovack Advisors first reported a position in PepsiCo in Q3 2014 and has held it in 48 quarters since.
  • Kovack Advisors's PepsiCo position peaked at $3.04M in Q1 2025.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.