M3 Advisory Group’s PepsiCo PEP Stock Holding History

M3 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 Q1	$226K	Buy	+1,453	New	+$226K	0.14%	131
2025 Q4	–	Sell	-1,913	Closed	-$269K	–	157
2025 Q3	$269K	Buy	1,913 +371	+24%	+$53K	0.17%	103
2025 Q2	$204K	Buy	+1,542	New	+$208K	0.14%	145
2024 Q4	–	Sell	-2,070	Closed	-$352K	–	158
2024 Q3	$352K	Buy	2,070 +153	+8%	+$26.3K	0.26%	87
2024 Q2	$316K	Buy	1,917 +5	+0.3%	+$863	0.26%	91
2024 Q1	$335K	Sell	1,912 -190	-9%	-$32K	0.3%	80
2023 Q4	$357K	Buy	+2,102	New	+$349K	0.42%	53

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

M3 Advisory Group's PEP Position: Q1 2026 in Review

M3 Advisory Group opened a new position in PepsiCo (PEP) in Q1 2026: 1,453 shares worth $226K. The stake represents 0.14% of the portfolio and ranks #131 among its holdings. This is a return to the name: M3 Advisory Group previously reported a position in PEP as recently as Q3 2025.

M3 Advisory Group first reported a position in PEP in Q4 2023 and has held it in 7 quarters since. The position peaked at $357K in Q4 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

M3 Advisory Group held 1,453 shares of PepsiCo worth $226K as of Q1 2026.
PepsiCo was a new M3 Advisory Group position in Q1 2026.
PepsiCo made up 0.14% of M3 Advisory Group's portfolio in Q1 2026, its #131 holding.
M3 Advisory Group first reported a position in PepsiCo in Q4 2023 and has held it in 7 quarters since.
M3 Advisory Group's PepsiCo position peaked at $357K in Q4 2023.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.