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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
Q2 		$1.2M Sell
8,877
-1,564
-15% -$234K 0.09% 224
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advyzon Investment Management's PEP Position: Q2 2026 in Review

Advyzon Investment Management reduced its PepsiCo (PEP) stake by 15% in Q2 2026, selling an estimated $234K and leaving 8,877 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #224.

Advyzon Investment Management first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q1 2026. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Advyzon Investment Management held 8,877 shares of PepsiCo worth $1.2M as of Q2 2026.
  • Advyzon Investment Management sold 1,564 PepsiCo shares in Q2 2026, an estimated $234K.
  • PepsiCo made up 0.09% of Advyzon Investment Management's portfolio in Q2 2026, its #224 holding.
  • Advyzon Investment Management first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's PepsiCo position peaked at $1.62M in Q1 2026.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.