Aspire Capital Advisors’s PepsiCo PEP Stock Holding History

Aspire 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
2026 Q2	$242K	Buy	1,789 +4	+0.2%	+$598	0.05%	118
2026 Q1	$277K	Buy	1,785 +2	+0.1%	+$312	0.06%	100
2025 Q4	$256K	Sell	1,783 -80	-4%	-$11.8K	0.06%	100
2025 Q3	$262K	Buy	1,863 +80	+4%	+$11.4K	0.06%	96
2025 Q2	$235K	Sell	1,783 -57	-3%	-$7.68K	0.07%	95
2025 Q1	$276K	Buy	1,840 +98	+6%	+$14.6K	0.08%	76
2024 Q4	$265K	Buy	1,742 +52	+3%	+$8.52K	0.08%	72
2024 Q3	$287K	Sell	1,690 -3	-0.2%	-$515	0.09%	64
2024 Q2	$279K	Sell	1,693 -150	-8%	-$25.9K	0.09%	59
2024 Q1	$322K	Buy	1,843 +41	+2%	+$6.9K	0.11%	60
2023 Q4	$306K	Hold	1,802	–	–	0.12%	54
2023 Q3	$305K	Buy	1,802 +23	+1%	+$4.18K	0.14%	54
2023 Q2	$330K	Buy	1,779 +114	+7%	+$21.3K	0.16%	50
2023 Q1	$304K	Sell	1,665 -152	-8%	-$26.6K	0.16%	48
2022 Q4	$328K	Hold	1,817	–	–	0.19%	44
2022 Q3	$297K	Sell	1,817 -28	-2%	-$4.83K	0.24%	42
2022 Q2	$307K	Buy	1,845 +202	+12%	+$34K	0.23%	43
2022 Q1	$275K	Buy	+1,643	New	+$276K	0.26%	37

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aspire Capital Advisors's PEP Position: Q2 2026 in Review

Aspire Capital Advisors increased its PepsiCo (PEP) stake by 0.22% in Q2 2026, buying an estimated $598 and bringing the position to 1,789 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #118.

Aspire Capital Advisors first reported a position in PEP in Q1 2022 and has held it in 18 quarters since. The position peaked at $330K in Q2 2023. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Aspire Capital Advisors held 1,789 shares of PepsiCo worth $242K as of Q2 2026.
Aspire Capital Advisors bought 4 PepsiCo shares in Q2 2026, an estimated $598.
PepsiCo made up 0.05% of Aspire Capital Advisors's portfolio in Q2 2026, its #118 holding.
Aspire Capital Advisors first reported a position in PepsiCo in Q1 2022 and has held it in 18 quarters since.
Aspire Capital Advisors's PepsiCo position peaked at $330K in Q2 2023.
3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.