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MRA Advisory Group’s PepsiCo PEP Stock Holding History

MRA Advisory Group’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 		$312K Buy
+2,305
New +$345K 0.11% 107
2025
Q4 		– Sell
-1,543
Closed -$217K – 147
2025
Q3 		$217K Sell
1,543
-22
-1% -$3.14K 0.09% 120
2025
Q2 		$207K Sell
1,565
-429
-22% -$57.8K 0.1% 122
2025
Q1 		$299K Buy
1,994
+385
+24% +$57.3K 0.16% 91
2024
Q4 		$245K Buy
1,609
+25
+2% +$4.1K 0.13% 85
2024
Q3 		$269K Buy
1,584
+11
+0.7% +$1.89K 0.15% 77
2024
Q2 		$259K Buy
1,573
+203
+15% +$35K 0.15% 79
2024
Q1 		$240K Sell
1,370
-432
-24% -$72.7K 0.14% 82
2023
Q4 		$306K Sell
1,802
-539
-23% -$89.4K 0.2% 63
2023
Q3 		$397K Buy
2,341
+125
+6% +$22.7K 0.28% 69
2023
Q2 		$410K Sell
2,216
-152
-6% -$28.4K 0.28% 59
2023
Q1 		$432K Sell
2,368
-339
-13% -$59.3K 0.31% 55
2022
Q4 		$489K Sell
2,707
-124
-4% -$22.1K 0.38% 57
2022
Q3 		$458K Sell
2,831
-586
-17% -$101K 0.39% 59
2022
Q2 		$569K Sell
3,417
-499
-13% -$84K 0.5% 41
2022
Q1 		$655K Sell
3,916
-185
-5% -$31.1K 0.5% 41
2021
Q4 		$712K Buy
4,101
+517
+14% +$84.4K 0.55% 45
2021
Q3 		$539K Buy
3,584
+289
+9% +$44.7K 0.46% 47
2021
Q2 		$488K Sell
3,295
-233
-7% -$33.9K 0.42% 50
2021
Q1 		$499K Buy
3,528
+547
+18% +$75.1K 0.47% 49
2020
Q4 		$442K Buy
+2,981
New +$424K 0.43% 54

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

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

MRA Advisory Group opened a new position in PepsiCo (PEP) in Q2 2026: 2,305 shares worth $312K. The stake represents 0.11% of the portfolio and ranks #107 among its holdings. This is a return to the name: MRA Advisory Group previously reported a position in PEP as recently as Q3 2025.

MRA Advisory Group first reported a position in PEP in Q4 2020 and has held it in 21 quarters since. The position peaked at $712K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • MRA Advisory Group held 2,305 shares of PepsiCo worth $312K as of Q2 2026.
  • PepsiCo was a new MRA Advisory Group position in Q2 2026.
  • PepsiCo made up 0.11% of MRA Advisory Group's portfolio in Q2 2026, its #107 holding.
  • MRA Advisory Group first reported a position in PepsiCo in Q4 2020 and has held it in 21 quarters since.
  • MRA Advisory Group's PepsiCo position peaked at $712K in Q4 2021.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.