AIM
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Advyzon Investment Management’s PepsiCo PEP Stock Holding History

Advyzon Investment Management’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 		$1.62M Buy
10,441
+1,174
+13% +$183K 0.15% 147
2025
Q4 		$1.33M Buy
9,267
+4,079
+79% +$599K 0.15% 146
2025
Q3 		$729K Buy
5,188
+529
+11% +$75.5K 0.13% 162
2025
Q2 		$615K Buy
4,659
+1,779
+62% +$240K 0.14% 146
2025
Q1 		$432K Buy
2,880
+1,009
+54% +$150K 0.15% 128
2024
Q4 		$284K Buy
+1,871
New +$307K 0.11% 170

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

Advyzon Investment Management's PEP Position: Q1 2026 in Review

Advyzon Investment Management increased its PepsiCo (PEP) stake by 13% in Q1 2026, buying an estimated $183K and bringing the position to 10,441 shares worth $1.62M. The position accounts for 0.15% of the portfolio, ranked #147.

Advyzon Investment Management first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Advyzon Investment Management held 10,441 shares of PepsiCo worth $1.62M as of Q1 2026.
  • Advyzon Investment Management bought 1,174 PepsiCo shares in Q1 2026, an estimated $183K.
  • PepsiCo made up 0.15% of Advyzon Investment Management's portfolio in Q1 2026, its #147 holding.
  • Advyzon Investment Management first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.