Avestar Capital’s PepsiCo PEP Stock Holding History

Avestar Capital’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	–	Sell	-2,000	Closed	-$287K	–	545
2025 Q4	$287K	Hold	2,000	–	–	0.02%	417
2025 Q3	$281K	Sell	2,000 -2,000	-50%	-$286K	0.02%	424
2025 Q2	$528K	Sell	4,000 -3,000	-43%	-$404K	0.04%	319
2025 Q1	$1.05M	Buy	+7,000	New	+$1.04M	0.09%	184

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

Avestar Capital's PEP Position: Q1 2026 in Review

Avestar Capital increased its PepsiCo (PEP) stake by 4.2% in Q1 2026, buying an estimated $61.5K and bringing the position to 9,851 shares worth $1.53M. The position accounts for 0.1% of the portfolio, ranked #158.

Avestar Capital first reported a position in PEP in Q4 2017 and has held it in 34 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Avestar Capital held 9,851 shares of PepsiCo worth $1.53M as of Q1 2026.
Avestar Capital bought 395 PepsiCo shares in Q1 2026, an estimated $61.5K.
PepsiCo made up 0.1% of Avestar Capital's portfolio in Q1 2026, its #158 holding.
Avestar Capital first reported a position in PepsiCo in Q4 2017 and has held it in 34 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.