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 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

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

United Advisor Group's PEP Position: Q2 2026 in Review

United Advisor Group reduced its PepsiCo (PEP) stake by 1% in Q2 2026, selling an estimated $8.22K and leaving 5,295 shares worth $717K. The position accounts for 0.08% of the portfolio, ranked #262.

United Advisor Group first reported a position in PEP in Q2 2024 and has held it in 9 quarters since. The position peaked at $831K in Q1 2026. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

United Advisor Group held 5,295 shares of PepsiCo worth $717K as of Q2 2026.
United Advisor Group sold 55 PepsiCo shares in Q2 2026, an estimated $8.22K.
PepsiCo made up 0.08% of United Advisor Group's portfolio in Q2 2026, its #262 holding.
United Advisor Group first reported a position in PepsiCo in Q2 2024 and has held it in 9 quarters since.
United Advisor Group's PepsiCo position peaked at $831K in Q1 2026.
3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.