Private Advisory Group’s PepsiCo PEP Stock Holding History

Private 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	$419K	Buy	2,700 +782	+41%	+$122K	0.03%	214
2025 Q4	$275K	Buy	+1,918	New	+$282K	0.02%	213
2024 Q2	–	Sell	-1,570	Closed	-$275K	–	192
2024 Q1	$275K	Buy	1,570 +34	+2%	+$5.72K	0.04%	161
2023 Q4	$261K	Sell	1,536 -1,106	-42%	-$183K	0.05%	171
2023 Q3	$448K	Buy	2,642 +393	+17%	+$71.4K	0.09%	143
2023 Q2	$417K	Buy	2,249 +171	+8%	+$31.9K	0.08%	158
2023 Q1	$379K	Sell	2,078 -64	-3%	-$11.2K	0.08%	156
2022 Q4	$387K	Buy	2,142 +232	+12%	+$41.4K	0.08%	147
2022 Q3	$312K	Buy	1,910 +319	+20%	+$55K	0.07%	152
2022 Q2	$265K	Sell	1,591 -24	-1%	-$4.04K	0.06%	137
2022 Q1	$270K	Buy	+1,615	New	+$271K	0.05%	141

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Private Advisory Group increased its PepsiCo (PEP) stake by 41% in Q1 2026, buying an estimated $122K and bringing the position to 2,700 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #214.

Private Advisory Group first reported a position in PEP in Q1 2022 and has held it in 11 quarters since. The position peaked at $448K in Q3 2023. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Private Advisory Group held 2,700 shares of PepsiCo worth $419K as of Q1 2026.
Private Advisory Group bought 782 PepsiCo shares in Q1 2026, an estimated $122K.
PepsiCo made up 0.03% of Private Advisory Group's portfolio in Q1 2026, its #214 holding.
Private Advisory Group first reported a position in PepsiCo in Q1 2022 and has held it in 11 quarters since.
Private Advisory Group's PepsiCo position peaked at $448K in Q3 2023.
3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.