PAG
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Powers Advisory Group’s PepsiCo PEP Stock Holding History

Powers 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
Q1 		$1.3M Buy
8,353
+103
+1% +$16.1K 0.46% 39
2025
Q4 		$1.18M Buy
8,250
+155
+2% +$22.8K 0.45% 38
2025
Q3 		$1.14M Sell
8,095
-16
-0.2% -$2.29K 0.45% 36
2025
Q2 		$1.07M Buy
8,111
+222
+3% +$29.9K 0.47% 37
2025
Q1 		$1.18M Buy
7,889
+652
+9% +$97K 0.56% 29
2024
Q4 		$1.1M Sell
7,237
-16
-0.2% -$2.62K 0.55% 30
2024
Q3 		$1.23M Buy
7,253
+39
+0.5% +$6.7K 0.62% 28
2024
Q2 		$1.19M Buy
7,214
+73
+1% +$12.6K 0.65% 27
2024
Q1 		$1.25M Buy
7,141
+80
+1% +$13.5K 0.71% 27
2023
Q4 		$1.2M Sell
7,061
-140
-2% -$23.2K 0.74% 27
2023
Q3 		$1.22M Sell
7,201
-73
-1% -$13.3K 0.83% 26
2023
Q2 		$1.35M Buy
7,274
+29
+0.4% +$5.41K 0.89% 26
2023
Q1 		$1.32M Sell
7,245
-29
-0.4% -$5.07K 0.92% 25
2022
Q4 		$1.31M Sell
7,274
-28
-0.4% -$4.99K 0.97% 25
2022
Q3 		$1.19M Buy
7,302
+34
+0.5% +$5.86K 0.95% 26
2022
Q2 		$1.21M Sell
7,268
-240
-3% -$40.4K 0.93% 26
2022
Q1 		$1.26M Buy
7,508
+45
+0.6% +$7.55K 0.87% 26
2021
Q4 		$1.3M Buy
+7,463
New +$1.22M 0.91% 26

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

Powers Advisory Group's PEP Position: Q1 2026 in Review

Powers Advisory Group increased its PepsiCo (PEP) stake by 1.2% in Q1 2026, buying an estimated $16.1K and bringing the position to 8,353 shares worth $1.3M. The position accounts for 0.46% of the portfolio, ranked #39.

Powers Advisory Group first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q2 2023. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Powers Advisory Group held 8,353 shares of PepsiCo worth $1.3M as of Q1 2026.
  • Powers Advisory Group bought 103 PepsiCo shares in Q1 2026, an estimated $16.1K.
  • PepsiCo made up 0.46% of Powers Advisory Group's portfolio in Q1 2026, its #39 holding.
  • Powers Advisory Group first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Powers Advisory Group's PepsiCo position peaked at $1.35M in Q2 2023.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.