ACA
PEP icon

Aptus Capital Advisors’s PepsiCo PEP Stock Holding History

Aptus Capital 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
2020
Q2 		– Sell
-65,700
Closed -$7.89M – 448
2020
Q1 		$7.89M Sell
65,700
-59,300
-47% -$8.01M 0.68% 24
2019
Q4 		$17.1M Buy
+125,000
New +$17M 1.21% 17

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

Aptus Capital Advisors's PEP Position: Q1 2026 in Review

Aptus Capital Advisors increased its PepsiCo (PEP) stake by 4.6% in Q1 2026, buying an estimated $1.58M and bringing the position to 228,499 shares worth $35.5M. The position accounts for 0.28% of the portfolio, ranked #72.

Aptus Capital Advisors first reported a position in PEP in Q1 2019 and has held it in 29 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Aptus Capital Advisors held 228,499 shares of PepsiCo worth $35.5M as of Q1 2026.
  • Aptus Capital Advisors bought 10,108 PepsiCo shares in Q1 2026, an estimated $1.58M.
  • PepsiCo made up 0.28% of Aptus Capital Advisors's portfolio in Q1 2026, its #72 holding.
  • Aptus Capital Advisors first reported a position in PepsiCo in Q1 2019 and has held it in 29 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.