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Bell Investment Advisors’s PepsiCo PEP Stock Holding History

Bell Investment 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 		$84.6K Sell
625
-164
-21% -$24.5K 0.01% 201
2026
Q1 		$123K Buy
789
+258
+49% +$40.2K 0.02% 154
2025
Q4 		$76.2K Sell
531
-56
-10% -$8.23K 0.01% 190
2025
Q3 		$82.4K Sell
587
-94
-14% -$13.4K 0.01% 183
2025
Q2 		$89.9K Buy
681
+392
+136% +$52.8K 0.02% 172
2025
Q1 		$43.3K Sell
289
-6
-2% -$893 0.01% 242
2024
Q4 		$44.9K Sell
295
-75
-20% -$12.3K 0.01% 236
2024
Q3 		$62.9K Buy
370
+36
+11% +$6.18K 0.01% 194
2024
Q2 		$55.1K Sell
334
-3
-0.9% -$518 0.01% 205
2024
Q1 		$59K Sell
337
-387
-53% -$65.2K 0.01% 187
2023
Q4 		$123K Sell
724
-101
-12% -$16.8K 0.03% 120
2023
Q3 		$140K Buy
825
+285
+53% +$51.8K 0.03% 103
2023
Q2 		$100K Buy
540
+55
+11% +$10.3K 0.02% 111
2023
Q1 		$88.4K Sell
485
-81
-14% -$14.2K 0.02% 110
2022
Q4 		$102K Buy
566
+109
+24% +$19.4K 0.03% 105
2022
Q3 		$75K Buy
457
+33
+8% +$5.69K 0.02% 94
2022
Q2 		$71K Buy
+424
New +$71.4K 0.02% 105
2021
Q4 		$83K Buy
480
+105
+28% +$17.2K 0.02% 114
2021
Q3 		$56K Buy
+375
New +$58K 0.02% 131

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bell Investment Advisors's PEP Position: Q2 2026 in Review

Bell Investment Advisors reduced its PepsiCo (PEP) stake by 21% in Q2 2026, selling an estimated $24.5K and leaving 625 shares worth $84.6K. The position accounts for 0.01% of the portfolio, ranked #201.

Bell Investment Advisors first reported a position in PEP in Q3 2021 and has held it in 19 quarters since. The position peaked at $140K in Q3 2023. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Bell Investment Advisors held 625 shares of PepsiCo worth $84.6K as of Q2 2026.
  • Bell Investment Advisors sold 164 PepsiCo shares in Q2 2026, an estimated $24.5K.
  • PepsiCo made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #201 holding.
  • Bell Investment Advisors first reported a position in PepsiCo in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's PepsiCo position peaked at $140K in Q3 2023.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.