AO
PEP icon

Advisor OS’s PepsiCo PEP Stock Holding History

Advisor OS’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
Q1 		$1.56M Buy
10,052
+245
+2% +$38.2K 0.11% 133
2025
Q4 		$1.41M Buy
9,807
+652
+7% +$95.8K 0.11% 124
2025
Q3 		$1.29M Buy
9,155
+193
+2% +$27.6K 0.11% 119
2025
Q2 		$1.18M Buy
8,962
+540
+6% +$72.7K 0.12% 121
2025
Q1 		$1.26M Sell
8,422
-5,193
-38% -$773K 0.14% 101
2024
Q4 		$2.07M Buy
13,615
+865
+7% +$142K 0.24% 66
2024
Q3 		$2.17M Sell
12,750
-513
-4% -$88.1K 0.22% 86
2024
Q2 		$2.19M Buy
13,263
+482
+4% +$83.2K 0.24% 79
2024
Q1 		$2.24M Buy
12,781
+3,712
+41% +$625K 0.26% 74
2023
Q4 		$1.54M Buy
9,069
+1,401
+18% +$232K 0.2% 87
2023
Q3 		$1.3M Sell
7,668
-2,936
-28% -$533K 0.19% 94
2023
Q2 		$1.96M Sell
10,604
-1,913
-15% -$357K 0.32% 60
2023
Q1 		$2.28M Buy
12,517
+38
+0.3% +$6.64K 0.55% 44
2022
Q4 		$2.25M Sell
12,479
-1,669
-12% -$298K 0.6% 40
2022
Q3 		$2.31M Buy
14,148
+739
+6% +$127K 0.7% 28
2022
Q2 		$2.23M Buy
13,409
+3,713
+38% +$625K 0.65% 35
2022
Q1 		$1.62M Sell
9,696
-421
-4% -$70.7K 0.47% 46
2021
Q4 		$1.76M Buy
10,117
+478
+5% +$78.1K 0.36% 73
2021
Q3 		$1.45M Buy
9,639
+432
+5% +$66.9K 0.32% 71
2021
Q2 		$1.36M Buy
9,207
+1,279
+16% +$186K 0.28% 69
2021
Q1 		$1.12M Buy
7,928
+627
+9% +$86K 0.25% 73
2020
Q4 		$1.08M Buy
7,301
+4,046
+124% +$575K 0.29% 52
2020
Q3 		$452K Sell
3,255
-6,276
-66% -$854K 0.19% 59
2020
Q2 		$1.26M Buy
+9,531
New +$1.26M 0.75% 31

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Advisor OS's PEP Position: Q1 2026 in Review

Advisor OS increased its PepsiCo (PEP) stake by 2.5% in Q1 2026, buying an estimated $38.2K and bringing the position to 10,052 shares worth $1.56M. The position accounts for 0.11% of the portfolio, ranked #133.

Advisor OS first reported a position in PEP in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.31M in Q3 2022. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Advisor OS held 10,052 shares of PepsiCo worth $1.56M as of Q1 2026.
  • Advisor OS bought 245 PepsiCo shares in Q1 2026, an estimated $38.2K.
  • PepsiCo made up 0.11% of Advisor OS's portfolio in Q1 2026, its #133 holding.
  • Advisor OS first reported a position in PepsiCo in Q2 2020 and has held it in 24 quarters since.
  • Advisor OS's PepsiCo position peaked at $2.31M in Q3 2022.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.