MBA Advisors
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MBA Advisors’s PepsiCo PEP Stock Holding History

MBA 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 		$1.01M Buy
7,933
+625
+9% +$86.1K 0.33% 57
2026
Q2 		$990K Buy
7,308
+254
+4% +$38K 0.33% 61
2026
Q1 		$1.1M Buy
7,054
+283
+4% +$44.1K 0.42% 53
2025
Q4 		$972K Buy
6,771
+150
+2% +$22K 0.39% 56
2025
Q3 		$930K Buy
6,621
+63
+1% +$9K 0.4% 53
2025
Q2 		$866K Buy
6,558
+107
+2% +$14.4K 0.4% 55
2025
Q1 		$967K Buy
6,451
+149
+2% +$22.2K 0.48% 51
2024
Q4 		$958K Sell
6,302
-604
-9% -$99K 0.48% 50
2024
Q3 		$1.17M Sell
6,906
-57
-0.8% -$9.8K 0.56% 44
2024
Q2 		$1.15M Buy
6,963
+623
+10% +$108K 0.59% 39
2024
Q1 		$1.11M Buy
6,340
+218
+4% +$36.7K 0.57% 44
2023
Q4 		$1.04M Buy
6,122
+5
+0.1% +$829 0.58% 42
2023
Q3 		$1.04M Buy
6,117
+2
+0% +$363 0.64% 38
2023
Q2 		$1.13M Buy
6,115
+73
+1% +$13.6K 0.68% 37
2023
Q1 		$1.1M Buy
6,042
+1
+0% +$175 0.69% 39
2022
Q4 		$1.09M Buy
6,041
+130
+2% +$23.2K 0.71% 35
2022
Q3 		$965K Buy
5,911
+58
+1% +$10K 0.7% 39
2022
Q2 		$976K Sell
5,853
-49
-0.8% -$8.25K 0.67% 40
2022
Q1 		$988K Buy
5,902
+11
+0.2% +$1.85K 0.61% 47
2021
Q4 		$1.02M Buy
5,891
+538
+10% +$87.9K 0.63% 47
2021
Q3 		$805K Buy
5,353
+27
+0.5% +$4.18K 0.59% 43
2021
Q2 		$789K Buy
5,326
+22
+0.4% +$3.2K 0.37% 46
2021
Q1 		$750K Buy
+5,304
New +$728K 0.41% 48

Other funds holding PEP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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

MBA Advisors's PEP Position: Q3 2026 in Review

MBA Advisors increased its PepsiCo (PEP) stake by 8.6% in Q3 2026, buying an estimated $86.1K and bringing the position to 7,933 shares worth $1.01M. The position accounts for 0.33% of the portfolio, ranked #57.

MBA Advisors first reported a position in PEP in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.17M in Q3 2024. 2,581 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • MBA Advisors held 7,933 shares of PepsiCo worth $1.01M as of Q3 2026.
  • MBA Advisors bought 625 PepsiCo shares in Q3 2026, an estimated $86.1K.
  • PepsiCo made up 0.33% of MBA Advisors's portfolio in Q3 2026, its #57 holding.
  • MBA Advisors first reported a position in PepsiCo in Q1 2021 and has held it in 23 quarters since.
  • MBA Advisors's PepsiCo position peaked at $1.17M in Q3 2024.
  • 2,581 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.