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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

United Advisor Group's PEP Position: Q1 2026 in Review

United Advisor Group increased its PepsiCo (PEP) stake by 19% in Q1 2026, buying an estimated $131K and bringing the position to 5,350 shares worth $831K. The position accounts for 0.1% of the portfolio, ranked #216.

United Advisor Group first reported a position in PEP in Q2 2024 and has held it in 8 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • United Advisor Group held 5,350 shares of PepsiCo worth $831K as of Q1 2026.
  • United Advisor Group bought 839 PepsiCo shares in Q1 2026, an estimated $131K.
  • PepsiCo made up 0.1% of United Advisor Group's portfolio in Q1 2026, its #216 holding.
  • United Advisor Group first reported a position in PepsiCo in Q2 2024 and has held it in 8 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.