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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
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
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

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

Aspire Capital Advisors increased its PepsiCo (PEP) stake by 0.11% in Q1 2026, buying an estimated $312 and bringing the position to 1,785 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #100.

Aspire Capital Advisors first reported a position in PEP in Q1 2022 and has held it in 17 quarters since. The position peaked at $330K in Q2 2023. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Aspire Capital Advisors held 1,785 shares of PepsiCo worth $277K as of Q1 2026.
  • Aspire Capital Advisors bought 2 PepsiCo shares in Q1 2026, an estimated $312.
  • PepsiCo made up 0.06% of Aspire Capital Advisors's portfolio in Q1 2026, its #100 holding.
  • Aspire Capital Advisors first reported a position in PepsiCo in Q1 2022 and has held it in 17 quarters since.
  • Aspire Capital Advisors's PepsiCo position peaked at $330K in Q2 2023.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.