MRA Advisory Group
PEP icon

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
Q3 		$314K Buy
2,477
+172
+7% +$23.7K 0.12% 111
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

MRA Advisory Group's PEP Position: Q3 2026 in Review

MRA Advisory Group increased its PepsiCo (PEP) stake by 7.5% in Q3 2026, buying an estimated $23.7K and bringing the position to 2,477 shares worth $314K. The position accounts for 0.12% of the portfolio, ranked #111.

MRA Advisory Group first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $712K in Q4 2021. 2,067 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • MRA Advisory Group held 2,477 shares of PepsiCo worth $314K as of Q3 2026.
  • MRA Advisory Group bought 172 PepsiCo shares in Q3 2026, an estimated $23.7K.
  • PepsiCo made up 0.12% of MRA Advisory Group's portfolio in Q3 2026, its #111 holding.
  • MRA Advisory Group first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • MRA Advisory Group's PepsiCo position peaked at $712K in Q4 2021.
  • 2,067 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.