Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

PEPPEP
29 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in PEPSICO INC

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 271,146 shares of PEP (PEPSICO INC), worth $42.1M as of 2026-Q1. The position was decreased (-0.6% shares). PEP represents 0.3% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$42.1M

Current Shares

271,146

Total Value Change

-$53.8M

Total Shares Change

-511,364

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
271,146
-0.6%
$42.1M0.3%$164.91
0
2025-Q4
Decreased
272,741
-2.1%
$39.1M0.2%$144.16
0
2025-Q3
Increased
278,735
+2.6%
$39.1M0.3%$138.81
36
2025-Q2
Decreased
271,757
-3.0%
$35.9M0.3%$128.51
0
2025-Q1
Decreased
280,035
-13.5%
$42M0.4%$144.80
0
2024-Q4
Decreased
323,642
-12.7%
$49.2M0.4%$145.89
0
2024-Q3
Decreased
370,739
-2.2%
$63M0.5%$162.09
0
2024-Q2
Decreased
378,985
-12.7%
$62.5M0.5%$156.07
0
2024-Q1
Increased
434,212
+44.9%
$76M0.6%$164.31
57
2023-Q4
Decreased
299,585
-29.1%
$50.9M0.4%$158.25
0
2023-Q3
Decreased
422,667
-8.0%
$71.6M0.5%$156.68
0
2023-Q2
Decreased
459,424
-3.4%
$85.1M0.5%$168.84
0
2023-Q1
Decreased
475,488
-13.1%
$86.7M0.5%$164.89
0
2022-Q4
Decreased
547,026
-2.4%
$98.8M0.6%$163.63
0
2022-Q3
Decreased
560,498
-6.7%
$91.5M0.5%$149.97
0
2022-Q2
Increased
600,882
+3.8%
$100.1M0.5%$149.08
44
2022-Q1
Decreased
578,876
-4.7%
$96.9M0.5%$149.14
0
2021-Q4
Decreased
607,347
-1.8%
$105.5M0.5%$152.32
0
2021-Q3
Decreased
618,299
-32.0%
$93M0.5%$133.45
0
2021-Q2
Increased
909,732
+2.0%
$134.8M0.7%$127.87
43
2021-Q1
Increased
892,221
+5.0%
$126.2M0.7%$123.15
45
2020-Q4
Increased
850,052
+0.3%
$126.1M0.8%$126.26
42
2020-Q3
Increased
847,313
+3.3%
$117.4M0.8%$116.73
44
2020-Q2
Increased
820,348
+4.5%
$108.5M0.8%$110.76
44
2020-Q1
Decreased
784,959
-2.2%
$94.3M0.8%$105.21
0
2019-Q4
Increased
802,807
+4.0%
$109.7M0.7%$113.94
44
2019-Q3
Decreased
772,196
-3.8%
$105.9M0.7%$112.15
0
2019-Q2
Increased
802,626
+2.6%
$105.2M0.7%$107.70
43
2019-Q1
New
782,510
-
$95.9M0.7%$99.93
58

Other major holders of PEP: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

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