Wallace Advisory Group’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$356K Buy
2,632
+907
+53% +$136K 0.34% 79
2026
Q1
$268K Buy
1,725
+108
+7% +$16.8K 0.29% 93
2025
Q4
$232K Buy
+1,617
New +$238K 0.24% 115

Other funds holding PEP

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

Wallace Advisory Group increased its PepsiCo (PEP) stake by 53% in Q2 2026, buying an estimated $136K and bringing the position to 2,632 shares worth $356K. The position accounts for 0.34% of the portfolio, ranked #79.

Wallace Advisory Group first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Wallace Advisory Group held 2,632 shares of PepsiCo worth $356K as of Q2 2026.
  • Wallace Advisory Group bought 907 PepsiCo shares in Q2 2026, an estimated $136K.
  • PepsiCo made up 0.34% of Wallace Advisory Group's portfolio in Q2 2026, its #79 holding.
  • Wallace Advisory Group first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.