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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
Q2 		$1.12M Sell
8,265
-88
-1% -$13.2K 0.35% 49
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 $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 $3.37T AUM 44.26% 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

Powers Advisory Group's PEP Position: Q2 2026 in Review

Powers Advisory Group reduced its PepsiCo (PEP) stake by 1.1% in Q2 2026, selling an estimated $13.2K and leaving 8,265 shares worth $1.12M. The position accounts for 0.35% of the portfolio, ranked #49.

Powers Advisory Group first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q2 2023. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Powers Advisory Group held 8,265 shares of PepsiCo worth $1.12M as of Q2 2026.
  • Powers Advisory Group sold 88 PepsiCo shares in Q2 2026, an estimated $13.2K.
  • PepsiCo made up 0.35% of Powers Advisory Group's portfolio in Q2 2026, its #49 holding.
  • Powers Advisory Group first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • Powers Advisory Group's PepsiCo position peaked at $1.35M in Q2 2023.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.