RIA Advisory Group’s PepsiCo PEP Stock Holding History

RIA 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	$775K	Buy	5,722 +550	+11%	+$82.2K	0.17%	76
2026 Q1	$803K	Buy	5,172 +355	+7%	+$55.3K	0.19%	71
2025 Q4	$691K	Sell	4,817 -1,844	-28%	-$271K	0.17%	83
2025 Q3	$936K	Sell	6,661 -89	-1%	-$12.7K	0.24%	61
2025 Q2	$891K	Sell	6,750 -1,043	-13%	-$141K	0.26%	56
2025 Q1	$1.17M	Buy	7,793 +1,524	+24%	+$227K	0.38%	47
2024 Q4	$953K	Sell	6,269 -163	-3%	-$26.7K	0.32%	48
2024 Q3	$1.09M	Buy	+6,432	New	+$1.11M	0.39%	42
2024 Q1	$1.31M	Buy	+7,487	New	+$1.26M	0.53%	30
2023 Q4	–	Sell	-6,459	Closed	-$1.09M	–	172
2023 Q3	$1.09M	Sell	6,459 -1,235	-16%	-$224K	0.49%	28
2023 Q2	$1.43M	Buy	7,694 +205	+3%	+$38.3K	0.61%	20
2023 Q1	$1.37M	Sell	7,489 -1,107	-13%	-$194K	0.63%	25
2022 Q4	$1.52M	Buy	+8,596	New	+$1.53M	0.88%	15

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RIA Advisory Group increased its PepsiCo (PEP) stake by 11% in Q2 2026, buying an estimated $82.2K and bringing the position to 5,722 shares worth $775K. The position accounts for 0.17% of the portfolio, ranked #76.

RIA Advisory Group first reported a position in PEP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.52M in Q4 2022. 3,398 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

RIA Advisory Group held 5,722 shares of PepsiCo worth $775K as of Q2 2026.
RIA Advisory Group bought 550 PepsiCo shares in Q2 2026, an estimated $82.2K.
PepsiCo made up 0.17% of RIA Advisory Group's portfolio in Q2 2026, its #76 holding.
RIA Advisory Group first reported a position in PepsiCo in Q4 2022 and has held it in 13 quarters since.
RIA Advisory Group's PepsiCo position peaked at $1.52M in Q4 2022.
3,398 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.