M3 Advisory Group’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,453
Closed -$226K 165
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

M3 Advisory Group's PEP Position: Q2 2026 in Review

M3 Advisory Group sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,453 shares — an estimated $226K sold.

M3 Advisory Group first reported a position in PEP in Q4 2023 and held it in 7 quarters. The position peaked at $357K in Q4 2023. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • M3 Advisory Group reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • M3 Advisory Group sold 1,453 PepsiCo shares in Q2 2026, an estimated $226K.
  • M3 Advisory Group first reported a position in PepsiCo in Q4 2023 and held it in 7 quarters.
  • M3 Advisory Group's PepsiCo position peaked at $357K in Q4 2023.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.