Miller Financial Services’s PepsiCo PEP Stock Holding History

Miller Financial Services’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	$6.85M	Buy	54,067 +2,467	+5%	+$340K	5.19%	2
2026 Q2	$6.99M	Buy	51,600 +41,124	+393%	+$6.15M	5.62%	1
2026 Q1	$1.63M	Sell	10,476 -901	-8%	-$140K	1.78%	11
2025 Q4	$1.63M	Buy	11,377 +230	+2%	+$33.8K	1.91%	11
2025 Q3	$1.57M	Buy	11,147 +1,373	+14%	+$196K	1.81%	15
2025 Q2	$1.29M	Buy	9,774 +1,585	+19%	+$214K	1.65%	17
2025 Q1	$1.23M	Buy	8,189 +683	+9%	+$102K	1.76%	15
2024 Q4	$1.14M	Buy	+7,506	New	+$1.23M	0.96%	28

Other funds holding PEP

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Miller Financial Services's PEP Position: Q3 2026 in Review

Miller Financial Services increased its PepsiCo (PEP) stake by 4.8% in Q3 2026, buying an estimated $340K and bringing the position to 54,067 shares worth $6.85M. The position accounts for 5.19% of the portfolio, ranked #2.

Miller Financial Services first reported a position in PEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.99M in Q2 2026. 1,402 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Miller Financial Services held 54,067 shares of PepsiCo worth $6.85M as of Q3 2026.
Miller Financial Services bought 2,467 PepsiCo shares in Q3 2026, an estimated $340K.
PepsiCo made up 5.19% of Miller Financial Services's portfolio in Q3 2026, its #2 holding.
Miller Financial Services first reported a position in PepsiCo in Q4 2024 and has held it in 8 quarters since.
Miller Financial Services's PepsiCo position peaked at $6.99M in Q2 2026.
1,402 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.