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MJT & Associates Financial Advisory’s PepsiCo PEP Stock Holding History

MJT & Associates Financial Advisory’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 		$294K Sell
2,321
-45
-2% -$6.2K 0.19% 27
2026
Q2 		$320K Buy
2,366
+10
+0.4% +$1.5K 0.21% 32
2026
Q1 		$366K Hold
2,356
– – 0.27% 26
2025
Q4 		$338K Sell
2,356
-100
-4% -$14.7K 0.25% 26
2025
Q3 		$345K Buy
2,456
+20
+0.8% +$2.86K 0.28% 26
2025
Q2 		$322K Sell
2,436
-100
-4% -$13.5K 0.4% 29
2025
Q1 		$380K Buy
+2,536
New +$377K 0.37% 30

Other funds holding PEP

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

MJT & Associates Financial Advisory's PEP Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its PepsiCo (PEP) stake by 1.9% in Q3 2026, selling an estimated $6.2K and leaving 2,321 shares worth $294K. The position accounts for 0.19% of the portfolio, ranked #27.

MJT & Associates Financial Advisory first reported a position in PEP in Q1 2025 and has held it in 7 quarters since. The position peaked at $380K in Q1 2025. 176 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • MJT & Associates Financial Advisory held 2,321 shares of PepsiCo worth $294K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 45 PepsiCo shares in Q3 2026, an estimated $6.2K.
  • PepsiCo made up 0.19% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #27 holding.
  • MJT & Associates Financial Advisory first reported a position in PepsiCo in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's PepsiCo position peaked at $380K in Q1 2025.
  • 176 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.