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Aviso Financial’s PepsiCo PEP Stock Holding History

Aviso Financial’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 		$32.5M Buy
209,379
+1,209
+0.6% +$188K 1.15% 29
2025
Q4 		$29.9M Sell
208,170
-21,581
-9% -$3.17M 1.14% 27
2025
Q3 		$32.3M Buy
229,751
+9,847
+4% +$1.41M 1.31% 26
2025
Q2 		$29M Buy
219,904
+3,601
+2% +$485K 1.31% 26
2025
Q1 		$32.4M Buy
216,303
+3,051
+1% +$454K 1.6% 24
2024
Q4 		$32.4M Buy
213,252
+4,619
+2% +$757K 1.64% 20
2024
Q3 		$35.5M Sell
208,633
-1,469
-0.7% -$252K 1.76% 20
2024
Q2 		$34.7M Buy
+210,102
New +$36.3M 1.93% 18

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

Aviso Financial's PEP Position: Q1 2026 in Review

Aviso Financial increased its PepsiCo (PEP) stake by 0.58% in Q1 2026, buying an estimated $188K and bringing the position to 209,379 shares worth $32.5M. The position accounts for 1.15% of the portfolio, ranked #29.

Aviso Financial first reported a position in PEP in Q2 2024 and has held it in 8 quarters since. The position peaked at $35.5M in Q3 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Aviso Financial held 209,379 shares of PepsiCo worth $32.5M as of Q1 2026.
  • Aviso Financial bought 1,209 PepsiCo shares in Q1 2026, an estimated $188K.
  • PepsiCo made up 1.15% of Aviso Financial's portfolio in Q1 2026, its #29 holding.
  • Aviso Financial first reported a position in PepsiCo in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's PepsiCo position peaked at $35.5M in Q3 2024.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.