We are live on ! Find out more
PEP icon

PepsiCo
PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2001
Peddock Capital Advisors
Massachusetts
$152K – – –
IOOF
2002
Independent Order of Foresters
Ontario, Canada
$152K +$145K +1,400 New
ACA
2003
Atlas Capital Advisors
Wyoming
$149K +$62K +600 +86%
LWA
2004
Lenox Wealth Advisors
New York
$144K -$110K -1,069 -45%
HWM
2005
Holloway Wealth Management
Florida
$143K – – –
CDIA
2006
Capital Directions Investment Advisors
Georgia
$138K +$131K +1,267 New
PCP
2007
Proficio Capital Partners
Massachusetts
$136K +$22.7K +220 +21%
FA
2008
Fortis Advisors
Pennsylvania
$134K – – –
FAM
2009
Foresters Asset Management
Ontario, Canada
$129K – – –
AC
2010
Avestar Capital
New York
$126K -$5.99K -58 -5%
RAM
2011
Riggs Asset Management
Pennsylvania
$125K – – –
FL
2012
Fort LP
Maryland
$125K +$119K +1,151 New
LA
2013
Legacy Advisors
Pennsylvania
$120K – – –
SHJ
2014
Sharkey, Howes & Javer
Colorado
$120K – – –
SMG
2015
Spectrum Management Group
Indiana
$119K -$12.9K -125 -10%
PRS
2016
Pinkerton Retirement Specialists
Idaho
$119K – – –
CA
2017
Centerpoint Advisors
Massachusetts
$118K -$13.5K -131 -11%
WA
2018
WP Advisors
California
$118K +$112K +1,080 New
MWM
2019
MinichMacGregor Wealth Management
New York
$117K -$44.5K -431 -29%
WWMSC
2020
Wagner Wealth Management (South Carolina)
South Carolina
$114K +$11.6K +112 +12%
SEIA
2021
Signature Estate & Investment Advisors
California
$112K -$29.5K -286 -22%
BC
2022
Blackhill Capital
New Jersey
$109K – – –
KCPG
2023
Kavar Capital Partners Group
Kansas
$108K – – –
AWA
2024
Acorn Wealth Advisors
Michigan
$102K +$10.7K +104 +13%
HRC
2025
Hoertkorn Richard Charles
$101K – – –
79 80
81
82 83