VFA
PEP icon

Valeo Financial Advisors’s PepsiCo PEP Stock Holding History

Valeo 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
2025
Q3 		– Sell
-11,500
Closed -$1.52M – 874
2025
Q2 		$1.52M Buy
+11,500
New +$1.55M 0.04% 206
2025
Q1 		– Sell
-1,100
Closed -$167K – 748
2024
Q4 		$167K Buy
+1,100
New +$180K ﹤0.01% 676
2020
Q4 		– Sell
-500
Closed -$69K – 1799
2020
Q3 		$69K Buy
+500
New +$68K 0.01% 565

Other funds holding PEP

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

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

Valeo Financial Advisors increased its PepsiCo (PEP) stake by 0.96% in Q3 2026, buying an estimated $59.2K and bringing the position to 45,398 shares worth $5.75M. The position accounts for 0.12% of the portfolio, ranked #82.

Valeo Financial Advisors first reported a position in PEP in Q3 2017 and has held it in 37 quarters since. The position peaked at $11M in Q1 2024. 176 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Valeo Financial Advisors held 45,398 shares of PepsiCo worth $5.75M as of Q3 2026.
  • Valeo Financial Advisors bought 430 PepsiCo shares in Q3 2026, an estimated $59.2K.
  • PepsiCo made up 0.12% of Valeo Financial Advisors's portfolio in Q3 2026, its #82 holding.
  • Valeo Financial Advisors first reported a position in PepsiCo in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's PepsiCo position peaked at $11M in Q1 2024.
  • 176 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.