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PKS Advisory Services’s PepsiCo PEP Stock Holding History

PKS Advisory 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
Q1 		$269K Buy
1,732
+98
+6% +$15.3K 0.06% 208
2025
Q4 		$234K Sell
1,634
-33
-2% -$4.85K 0.05% 226
2025
Q3 		$234K Buy
1,667
+108
+7% +$15.4K 0.05% 222
2025
Q2 		$206K Buy
1,559
+41
+3% +$5.52K 0.05% 247
2025
Q1 		$226K Buy
1,518
+21
+1% +$3.13K 0.06% 217
2024
Q4 		$228K Buy
+1,497
New +$245K 0.06% 218

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

PKS Advisory Services's PEP Position: Q1 2026 in Review

PKS Advisory Services increased its PepsiCo (PEP) stake by 6% in Q1 2026, buying an estimated $15.3K and bringing the position to 1,732 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #208.

PKS Advisory Services first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • PKS Advisory Services held 1,732 shares of PepsiCo worth $269K as of Q1 2026.
  • PKS Advisory Services bought 98 PepsiCo shares in Q1 2026, an estimated $15.3K.
  • PepsiCo made up 0.06% of PKS Advisory Services's portfolio in Q1 2026, its #208 holding.
  • PKS Advisory Services first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.