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Arkadios Wealth Advisors’s PepsiCo PEP Stock Holding History

Arkadios Wealth 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
Q1 		$5.75M Buy
37,031
+4,911
+15% +$765K 0.09% 240
2025
Q4 		$4.61M Buy
32,120
+5,975
+23% +$878K 0.09% 242
2025
Q3 		$3.67M Buy
26,145
+3,018
+13% +$431K 0.09% 241
2025
Q2 		$3.05M Buy
23,127
+847
+4% +$114K 0.09% 246
2025
Q1 		$3.34M Buy
22,280
+8,893
+66% +$1.32M 0.13% 188
2024
Q4 		$2.04M Sell
13,387
-1,978
-13% -$324K 0.11% 183
2024
Q3 		$2.61M Buy
15,365
+2,133
+16% +$366K 0.15% 144
2024
Q2 		$2.18M Buy
13,232
+5,739
+77% +$990K 0.15% 151
2024
Q1 		$1.31M Sell
7,493
-116
-2% -$19.5K 0.1% 189
2023
Q4 		$1.29M Buy
7,609
+218
+3% +$36.2K 0.11% 185
2023
Q3 		$1.25M Buy
7,391
+1,965
+36% +$357K 0.12% 179
2023
Q2 		$1M Buy
5,426
+308
+6% +$57.5K 0.12% 184
2023
Q1 		$933K Buy
5,118
+198
+4% +$34.6K 0.11% 195
2022
Q4 		$889K Sell
4,920
-40
-0.8% -$7.13K 0.12% 187
2022
Q3 		$810K Buy
4,960
+566
+13% +$97.5K 0.12% 189
2022
Q2 		$732K Buy
4,394
+645
+17% +$109K 0.11% 217
2022
Q1 		$627K Buy
3,749
+301
+9% +$50.5K 0.08% 262
2021
Q4 		$599K Buy
3,448
+212
+7% +$34.6K 0.08% 289
2021
Q3 		$486K Sell
3,236
-4,711
-59% -$729K 0.07% 296
2021
Q2 		$1.18M Buy
7,947
+479
+6% +$69.8K 0.14% 175
2021
Q1 		$1.06M Buy
7,468
+191
+3% +$26.2K 0.17% 147
2020
Q4 		$1.08M Buy
7,277
+3,586
+97% +$510K 0.23% 112
2020
Q3 		$523K Sell
3,691
-508
-12% -$69.1K 0.26% 86
2020
Q2 		$569K Buy
4,199
+35
+0.8% +$4.61K 0.32% 67
2020
Q1 		$500K Sell
4,164
-401
-9% -$54.2K 0.32% 75
2019
Q4 		$669K Buy
+4,565
New +$621K 0.4% 58

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

Arkadios Wealth Advisors's PEP Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its PepsiCo (PEP) stake by 15% in Q1 2026, buying an estimated $765K and bringing the position to 37,031 shares worth $5.75M. The position accounts for 0.09% of the portfolio, ranked #240.

Arkadios Wealth Advisors first reported a position in PEP in Q4 2019 and has held it in 26 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Arkadios Wealth Advisors held 37,031 shares of PepsiCo worth $5.75M as of Q1 2026.
  • Arkadios Wealth Advisors bought 4,911 PepsiCo shares in Q1 2026, an estimated $765K.
  • PepsiCo made up 0.09% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #240 holding.
  • Arkadios Wealth Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 26 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.