UAG
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United Advisor Group’s PepsiCo PEP Stock Holding History

United Advisor 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 		$1.13M Buy
8,908
+3,613
+68% +$498K 0.11% 201
2026
Q2 		$717K Sell
5,295
-55
-1% -$8.22K 0.08% 262
2026
Q1 		$831K Buy
5,350
+839
+19% +$131K 0.1% 216
2025
Q4 		$648K Buy
4,511
+337
+8% +$49.5K 0.08% 243
2025
Q3 		$586K Buy
4,174
+515
+14% +$73.5K 0.08% 240
2025
Q2 		$483K Buy
3,659
+651
+22% +$87.7K 0.08% 225
2025
Q1 		$451K Sell
3,008
-126
-4% -$18.8K 0.09% 201
2024
Q4 		$477K Buy
3,134
+509
+19% +$83.4K 0.09% 201
2024
Q3 		$446K Buy
2,625
+534
+26% +$91.7K 0.1% 208
2024
Q2 		$345K Buy
+2,091
New +$361K 0.11% 182

Other funds holding PEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

United Advisor Group's PEP Position: Q3 2026 in Review

United Advisor Group increased its PepsiCo (PEP) stake by 68% in Q3 2026, buying an estimated $498K and bringing the position to 8,908 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #201.

United Advisor Group first reported a position in PEP in Q2 2024 and has held it in 10 quarters since. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • United Advisor Group held 8,908 shares of PepsiCo worth $1.13M as of Q3 2026.
  • United Advisor Group bought 3,613 PepsiCo shares in Q3 2026, an estimated $498K.
  • PepsiCo made up 0.11% of United Advisor Group's portfolio in Q3 2026, its #201 holding.
  • United Advisor Group first reported a position in PepsiCo in Q2 2024 and has held it in 10 quarters since.
  • 2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.