NWF Advisory Services’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-6
Closed -$2.02K 447
2025
Q2
$2.02K Buy
+6
New +$808 ﹤0.01% 418

Other funds holding PEP

NWF Advisory Services's PEP Position: Q2 2026 in Review

NWF Advisory Services reduced its PepsiCo (PEP) stake by 0.11% in Q2 2026, selling an estimated $748 and leaving 4,353 shares worth $589K. The position accounts for 0.06% of the portfolio, ranked #204.

NWF Advisory Services first reported a position in PEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.13M in Q1 2024. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • NWF Advisory Services held 4,353 shares of PepsiCo worth $589K as of Q2 2026.
  • NWF Advisory Services sold 5 PepsiCo shares in Q2 2026, an estimated $748.
  • PepsiCo made up 0.06% of NWF Advisory Services's portfolio in Q2 2026, its #204 holding.
  • NWF Advisory Services first reported a position in PepsiCo in Q1 2023 and has held it in 14 quarters since.
  • NWF Advisory Services's PepsiCo position peaked at $1.13M in Q1 2024.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.