SEC 13F Intelligence

United Capital Financial Advisors, LLC / PEP

United Capital Financial Advisors, LLC’s Pepsico Inc Position

Does United Capital Financial Advisors, LLC own Pepsico Inc (PEP)? Yes — 271.1K shares worth $42M (+0.26% of its 13F portfolio) as of Q1 2026, down from 272.7K shares the prior filed quarter.

Position Value
$42M
Q1 2026
Shares
271.1K
% of Portfolio
+0.26%
Quarters Held
30
currently held

Position History PEP

Reported value by quarter
Q4 ’18: $75MQ4 ’18Q1 ’19: $96MQ2 ’19: $105MQ3 ’19: $106MQ4 ’19: $110MQ4 ’19Q1 ’20: $94MQ2 ’20: $108MQ3 ’20: $117MQ4 ’20: $126MQ4 ’20Q1 ’21: $126MQ2 ’21: $135MQ3 ’21: $93MQ4 ’21: $106MQ4 ’21Q1 ’22: $97MQ2 ’22: $100MQ3 ’22: $92MQ4 ’22: $99MQ4 ’22Q1 ’23: $90MQ2 ’23: $87MQ3 ’23: $72MQ4 ’23: $51MQ4 ’23Q1 ’24: $76MQ2 ’24: $63MQ3 ’24: $63MQ4 ’24: $49MQ4 ’24Q1 ’25: $42MQ2 ’25: $36MQ3 ’25: $39MQ4 ’25: $39MQ4 ’25Q1 ’26: $42Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026271.1K$42M+0.26%
Q4 2025272.7K$39M+0.24%
Q3 2025278.7K$39M+0.28%
Q2 2025271.8K$36M+0.29%
Q1 2025280.0K$42M+0.36%
Q4 2024323.6K$49M+0.42%
Q3 2024370.7K$63M+0.52%
Q2 2024379.0K$63M+0.54%
Q1 2024434.2K$76M+0.63%
Q4 2023299.6K$51M+0.42%
Q3 2023422.7K$72M+0.47%
Q2 2023475.5K$87M+0.48%
Q1 2023491.8K$90M+0.49%
Q4 2022547.0K$99M+0.55%
Q3 2022560.5K$92M+0.54%
Q2 2022600.9K$100M+0.55%
Q1 2022578.9K$97M+0.47%
Q4 2021607.3K$106M+0.49%
Q3 2021618.3K$93M+0.46%
Q2 2021909.7K$135M+0.68%
Q1 2021892.2K$126M+0.70%
Q4 2020850.1K$126M+0.76%
Q3 2020847.3K$117M+0.77%
Q2 2020820.3K$108M+0.79%
Q1 2020785.0K$94M+0.78%
Q4 2019802.8K$110M+0.71%
Q3 2019772.2K$106M+0.75%
Q2 2019802.6K$105M+0.69%
Q1 2019782.5K$96M+0.67%
Q4 2018677.2K$75M+0.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of PEP.