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Aire Advisors’s PepsiCo PEP Stock Holding History

Aire Advisors’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 		– Sell
-1,359
Closed -$211K – 184
2026
Q1 		$211K Buy
+1,359
New +$212K 0.04% 156
2025
Q1 		– Sell
-1,428
Closed -$217K – 164
2024
Q4 		$217K Sell
1,428
-7
-0.5% -$1.15K 0.04% 152
2024
Q3 		$244K Sell
1,435
-81
-5% -$13.9K 0.05% 135
2024
Q2 		$250K Buy
1,516
+7
+0.5% +$1.21K 0.06% 133
2024
Q1 		$265K Buy
1,509
+21
+1% +$3.54K 0.06% 128
2023
Q4 		$253K Sell
1,488
-151
-9% -$25K 0.06% 117
2023
Q3 		$278K Buy
1,639
+94
+6% +$17.1K 0.07% 110
2023
Q2 		$286K Hold
1,545
– – 0.08% 109
2023
Q1 		$281K Sell
1,545
-244
-14% -$42.7K 0.08% 109
2022
Q4 		$322K Sell
1,789
-211
-11% -$37.6K 0.1% 102
2022
Q3 		$326K Sell
2,000
-81
-4% -$14K 0.11% 98
2022
Q2 		$344K Buy
2,081
+752
+57% +$127K 0.12% 97
2022
Q1 		$223K Buy
+1,329
New +$223K 0.08% 132

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 $3.37T AUM 44.26% 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

Aire Advisors's PEP Position: Q2 2026 in Review

Aire Advisors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,359 shares — an estimated $211K sold.

Aire Advisors first reported a position in PEP in Q1 2022 and held it in 13 quarters. The position peaked at $344K in Q2 2022. 3,401 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Aire Advisors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Aire Advisors sold 1,359 PepsiCo shares in Q2 2026, an estimated $211K.
  • Aire Advisors first reported a position in PepsiCo in Q1 2022 and held it in 13 quarters.
  • Aire Advisors's PepsiCo position peaked at $344K in Q2 2022.
  • 3,401 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.