James T. Borello RIA’s PepsiCo PEP Stock Holding History

James T. Borello RIA’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	$131K	Buy	1,036 +37	+4%	+$5.1K	0.03%	145
2026 Q2	$135K	Sell	999 -42	-4%	-$6.28K	0.03%	142
2026 Q1	$162K	Sell	1,041 -12	-1%	-$1.87K	0.04%	116
2025 Q4	$151K	Buy	1,053 +143	+16%	+$21K	0.04%	114
2025 Q3	$128K	Buy	910 +52	+6%	+$7.43K	0.03%	112
2025 Q2	$113K	Buy	858 +12	+1%	+$1.62K	0.03%	110
2025 Q1	$127K	Hold	846	–	–	0.04%	91
2024 Q4	$129K	Hold	846	–	–	0.05%	81
2024 Q3	$144K	Buy	846 +165	+24%	+$28.3K	0.06%	72
2024 Q2	$112K	Hold	681	–	–	0.05%	77
2024 Q1	$119K	Hold	681	–	–	0.05%	74
2023 Q4	$116K	Buy	+681	New	+$113K	0.09%	51

Other funds holding PEP

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

James T. Borello RIA's PEP Position: Q3 2026 in Review

James T. Borello RIA increased its PepsiCo (PEP) stake by 3.7% in Q3 2026, buying an estimated $5.1K and bringing the position to 1,036 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #145.

James T. Borello RIA first reported a position in PEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $162K in Q1 2026. 865 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

James T. Borello RIA held 1,036 shares of PepsiCo worth $131K as of Q3 2026.
James T. Borello RIA bought 37 PepsiCo shares in Q3 2026, an estimated $5.1K.
PepsiCo made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #145 holding.
James T. Borello RIA first reported a position in PepsiCo in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's PepsiCo position peaked at $162K in Q1 2026.
865 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.