Back to PEP

HF Advisory Group, LLC → PEP

HF Advisory Group, LLC PEP Position History

PepsiCo, Inc. • Consumer Defensive

Quarters held
5
Latest value
$5.2M
Q3 2026
Peak value
$5.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.1M
Q4 2025$3M
Q1 2026$3.7M
Q2 2026$3.5M
Q3 2026$5.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.2M41.2K——
Q2 2026$3.5M25.8K——
Q1 2026$3.7M23.6K——
Q4 2025$3M21.2K——
Q4 2025$3.1M48.0K——

Other funds holding PEP

Other HF Advisory Group, LLC positions

ETHA

ISHARES TR

$10.7M
ETHA

ISHARES TR

$10.3M
ETHA

ISHARES TR

$9.2M
ETHA

ISHARES TR

$8.9M
ETHA

ISHARES TR

$8.8M
MSFT

MICROSOFT CORP

$8.5M
MTN

ISHARES TR

$8.4M
MTN

ISHARES TR

$8M