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
Q3 		$1.09M Buy
8,583
+318
+4% +$43.8K 0.33% 48
2026
Q2 		$1.12M Sell
8,265
-88
-1% -$13.2K 0.35% 49
2026
Q1 		$1.3M Buy
8,353
+103
+1% +$16K 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% -$2.28K 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% +$7.56K 0.87% 26
2021
Q4 		$1.3M Buy
+7,463
New +$1.22M 0.91% 26

Other funds holding PEP

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

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

Powers Advisory Group increased its PepsiCo (PEP) stake by 3.8% in Q3 2026, buying an estimated $43.8K and bringing the position to 8,583 shares worth $1.09M. The position accounts for 0.33% of the portfolio, ranked #48.

Powers Advisory Group first reported a position in PEP in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.35M in Q2 2023. 693 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Powers Advisory Group held 8,583 shares of PepsiCo worth $1.09M as of Q3 2026.
  • Powers Advisory Group bought 318 PepsiCo shares in Q3 2026, an estimated $43.8K.
  • PepsiCo made up 0.33% of Powers Advisory Group's portfolio in Q3 2026, its #48 holding.
  • Powers Advisory Group first reported a position in PepsiCo in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's PepsiCo position peaked at $1.35M in Q2 2023.
  • 693 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.