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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
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 $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

Bell Investment Advisors's PEP Position: Q1 2026 in Review

Bell Investment Advisors increased its PepsiCo (PEP) stake by 49% in Q1 2026, buying an estimated $40.2K and bringing the position to 789 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #154.

Bell Investment Advisors first reported a position in PEP in Q3 2021 and has held it in 18 quarters since. The position peaked at $140K in Q3 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Bell Investment Advisors held 789 shares of PepsiCo worth $123K as of Q1 2026.
  • Bell Investment Advisors bought 258 PepsiCo shares in Q1 2026, an estimated $40.2K.
  • PepsiCo made up 0.02% of Bell Investment Advisors's portfolio in Q1 2026, its #154 holding.
  • Bell Investment Advisors first reported a position in PepsiCo in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's PepsiCo position peaked at $140K in Q3 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.