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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
Q2 		$307K Buy
2,265
+533
+31% +$79.7K 0.05% 280
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PKS Advisory Services increased its PepsiCo (PEP) stake by 31% in Q2 2026, buying an estimated $79.7K and bringing the position to 2,265 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #280.

PKS Advisory Services first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • PKS Advisory Services held 2,265 shares of PepsiCo worth $307K as of Q2 2026.
  • PKS Advisory Services bought 533 PepsiCo shares in Q2 2026, an estimated $79.7K.
  • PepsiCo made up 0.05% of PKS Advisory Services's portfolio in Q2 2026, its #280 holding.
  • PKS Advisory Services first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.