MFA
PEP icon

McClarren Financial Advisors’s PepsiCo PEP Stock Holding History

McClarren Financial 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
Q2 		$330K Buy
2,440
+2
+0.1% +$299 0.17% 67
2026
Q1 		$379K Buy
2,438
+1,884
+340% +$294K 0.22% 56
2025
Q4 		$349K Sell
554
-1,894
-77% -$278K 0.21% 57
2025
Q3 		$342K Sell
2,448
-30
-1% -$4.28K 0.21% 61
2025
Q2 		$327K Sell
2,478
-384
-13% -$51.7K 0.21% 58
2025
Q1 		$419K Buy
+2,862
New +$426K 0.28% 49
2024
Q4 		– Sell
-2,938
Closed -$702 – 282
2024
Q3 		$702 Buy
2,938
+2,114
+257% +$363K 0.09% 46
2024
Q2 		$413K Sell
824
-1,430
-63% -$247K 0.29% 48
2024
Q1 		$395K Buy
2,254
+17
+0.8% +$2.86K 0.28% 51
2023
Q4 		$380K Hold
2,237
– – 0.29% 50
2023
Q3 		$379K Hold
2,237
– – 0.33% 49
2023
Q2 		$414K Buy
2,237
+16
+0.7% +$2.99K 0.34% 50
2023
Q1 		$404K Buy
2,221
+28
+1% +$4.89K 0.37% 45
2022
Q4 		$396K Buy
2,193
+3
+0.1% +$535 0.38% 45
2022
Q3 		$357K Buy
+2,190
New +$377K 0.36% 50
2022
Q2 		– Sell
-188
Closed -$31K – 194
2022
Q1 		$31K Buy
188
+1
+0.5% +$168 0.02% 153
2021
Q4 		$33K Buy
187
+1
+0.5% +$163 0.02% 165
2021
Q3 		$27K Buy
186
+2
+1% +$310 0.02% 149
2021
Q2 		$27K Buy
184
+1
+0.5% +$146 0.02% 158
2021
Q1 		$26K Buy
183
+1
+0.5% +$137 0.02% 141
2020
Q4 		$27K Buy
+182
New +$25.9K 0.03% 125

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

McClarren Financial Advisors's PEP Position: Q2 2026 in Review

McClarren Financial Advisors increased its PepsiCo (PEP) stake by 0.08% in Q2 2026, buying an estimated $299 and bringing the position to 2,440 shares worth $330K. The position accounts for 0.17% of the portfolio, ranked #67.

McClarren Financial Advisors first reported a position in PEP in Q4 2020 and has held it in 21 quarters since. The position peaked at $419K in Q1 2025. 1,019 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • McClarren Financial Advisors held 2,440 shares of PepsiCo worth $330K as of Q2 2026.
  • McClarren Financial Advisors bought 2 PepsiCo shares in Q2 2026, an estimated $299.
  • PepsiCo made up 0.17% of McClarren Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • McClarren Financial Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 21 quarters since.
  • McClarren Financial Advisors's PepsiCo position peaked at $419K in Q1 2025.
  • 1,019 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.