Auxano Advisors’s PepsiCo PEP Stock Holding History

Auxano 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	$687K	Buy	4,427 +100	+2%	+$15.6K	0.14%	110
2025 Q4	$621K	Sell	4,327 -178	-4%	-$26.2K	0.12%	100
2025 Q3	$633K	Buy	4,505 +1,025	+29%	+$146K	0.13%	87
2025 Q2	$460K	Sell	3,480 -253	-7%	-$34.1K	0.11%	101
2025 Q1	$560K	Sell	3,733 -2,533	-40%	-$377K	0.15%	92
2024 Q4	$953K	Buy	6,266 +516	+9%	+$84.5K	0.24%	61
2024 Q3	$978K	Buy	5,750 +52	+0.9%	+$8.93K	0.25%	60
2024 Q2	$940K	Sell	5,698 -126	-2%	-$21.7K	0.26%	62
2024 Q1	$1.02M	Buy	5,824 +2,542	+77%	+$428K	0.3%	63
2023 Q4	$557K	Sell	3,282 -29	-0.9%	-$4.81K	0.19%	81
2023 Q3	$561K	Buy	3,311 +133	+4%	+$24.2K	0.23%	60
2023 Q2	$579K	Hold	3,178	–	–	0.23%	58
2023 Q1	$579K	Hold	3,178	–	–	0.23%	58
2022 Q4	$574K	Hold	3,178	–	–	0.26%	55
2022 Q3	$519K	Buy	+3,178	New	+$548K	0.24%	57

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Auxano Advisors's PEP Position: Q1 2026 in Review

Auxano Advisors increased its PepsiCo (PEP) stake by 2.3% in Q1 2026, buying an estimated $15.6K and bringing the position to 4,427 shares worth $687K. The position accounts for 0.14% of the portfolio, ranked #110.

Auxano Advisors first reported a position in PEP in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.02M in Q1 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Auxano Advisors held 4,427 shares of PepsiCo worth $687K as of Q1 2026.
Auxano Advisors bought 100 PepsiCo shares in Q1 2026, an estimated $15.6K.
PepsiCo made up 0.14% of Auxano Advisors's portfolio in Q1 2026, its #110 holding.
Auxano Advisors first reported a position in PepsiCo in Q3 2022 and has held it in 15 quarters since.
Auxano Advisors's PepsiCo position peaked at $1.02M in Q1 2024.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.