Register Financial Advisors
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Register Financial Advisors’s PepsiCo PEP Stock Holding History

Register Financial Advisors’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 		$575K Buy
4,539
+793
+21% +$109K 0.18% 131
2026
Q2 		$507K Buy
3,746
+88
+2% +$13.2K 0.16% 142
2026
Q1 		$568K Buy
3,658
+263
+8% +$41K 0.21% 111
2025
Q4 		$487K Hold
3,395
– – 0.19% 115
2025
Q3 		$477K Buy
3,395
+2
+0.1% +$286 0.19% 116
2025
Q2 		$448K Buy
3,393
+41
+1% +$5.52K 0.2% 110
2025
Q1 		$503K Sell
3,352
-438
-12% -$65.2K 0.26% 92
2024
Q4 		$576K Sell
3,790
-50
-1% -$8.19K 0.29% 90
2024
Q3 		$653K Sell
3,840
-149
-4% -$25.6K 0.34% 82
2024
Q2 		$658K Buy
3,989
+73
+2% +$12.6K 0.33% 81
2024
Q1 		$685K Buy
3,916
+54
+1% +$9.09K 0.36% 72
2023
Q4 		$656K Buy
3,862
+570
+17% +$94.5K 0.44% 62
2023
Q3 		$558K Sell
3,292
-260
-7% -$47.2K 0.41% 69
2023
Q2 		$658K Buy
3,552
+1,290
+57% +$241K 0.47% 57
2023
Q1 		$412K Sell
2,262
-198
-8% -$34.6K 0.32% 82
2022
Q4 		$444K Buy
+2,460
New +$439K 0.28% 89

Other funds holding PEP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Register Financial Advisors's PEP Position: Q3 2026 in Review

Register Financial Advisors increased its PepsiCo (PEP) stake by 21% in Q3 2026, buying an estimated $109K and bringing the position to 4,539 shares worth $575K. The position accounts for 0.18% of the portfolio, ranked #131.

Register Financial Advisors first reported a position in PEP in Q4 2022 and has held it in 16 quarters since. The position peaked at $685K in Q1 2024. 2,489 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Register Financial Advisors held 4,539 shares of PepsiCo worth $575K as of Q3 2026.
  • Register Financial Advisors bought 793 PepsiCo shares in Q3 2026, an estimated $109K.
  • PepsiCo made up 0.18% of Register Financial Advisors's portfolio in Q3 2026, its #131 holding.
  • Register Financial Advisors first reported a position in PepsiCo in Q4 2022 and has held it in 16 quarters since.
  • Register Financial Advisors's PepsiCo position peaked at $685K in Q1 2024.
  • 2,489 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.