Blue Zone Wealth Advisors’s PepsiCo PEP Stock Holding History

Blue Zone Wealth 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 Q3	$565K	Hold	4,461	–	–	0.09%	77
2026 Q2	$604K	Hold	4,461	–	–	0.11%	75
2026 Q1	$693K	Hold	4,461	–	–	0.14%	72
2025 Q4	$640K	Hold	4,461	–	–	0.12%	86
2025 Q3	$627K	Hold	4,461	–	–	0.13%	81
2025 Q2	$589K	Sell	4,461 -74	-2%	-$10K	0.15%	69
2025 Q1	$680K	Sell	4,535 -774	-15%	-$115K	0.19%	68
2024 Q4	$807K	Buy	5,309 +774	+17%	+$127K	0.23%	65
2024 Q3	$771K	Buy	4,535 +24	+0.5%	+$4.12K	0.24%	62
2024 Q2	$744K	Sell	4,511 -40	-0.9%	-$6.9K	0.26%	63
2024 Q1	$796K	Hold	4,551	–	–	0.27%	60
2023 Q4	$773K	Hold	4,551	–	–	0.31%	55
2023 Q3	$771K	Hold	4,551	–	–	0.34%	56
2023 Q2	$843K	Buy	4,551 +90	+2%	+$16.8K	0.39%	52
2023 Q1	$813K	Hold	4,461	–	–	0.43%	49
2022 Q4	$806K	Hold	4,461	–	–	0.43%	50
2022 Q3	$728K	Sell	4,461 -5	-0.1%	-$862	0.38%	58
2022 Q2	$744K	Sell	4,466 -69	-2%	-$11.6K	0.34%	61
2022 Q1	$759K	Sell	4,535 -110	-2%	-$18.5K	0.28%	63
2021 Q4	$807K	Buy	4,645 +184	+4%	+$30.1K	0.27%	65
2021 Q3	$671K	Hold	4,461	–	–	0.23%	68
2021 Q2	$661K	Hold	4,461	–	–	0.25%	64
2021 Q1	$631K	Hold	4,461	–	–	0.27%	61
2020 Q4	$662K	Sell	4,461 -474	-10%	-$67.4K	0.32%	51
2020 Q3	$684K	Hold	4,935	–	–	0.39%	46
2020 Q2	$653K	Hold	4,935	–	–	0.36%	42
2020 Q1	$593K	Buy	4,935 +204	+4%	+$27.6K	0.56%	23
2019 Q4	$647K	Buy	+4,731	New	+$644K	0.42%	27

Other funds holding PEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Blue Zone Wealth Advisors's PEP Position: Q3 2026 in Review

Blue Zone Wealth Advisors held its PepsiCo (PEP) position steady in Q3 2026 at 4,461 shares worth $565K. The position accounts for 0.09% of the portfolio, ranked #77.

Blue Zone Wealth Advisors first reported a position in PEP in Q4 2019 and has held it in 28 quarters since. The position peaked at $843K in Q2 2023. 2,351 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Blue Zone Wealth Advisors held 4,461 shares of PepsiCo worth $565K as of Q3 2026.
Blue Zone Wealth Advisors left its PepsiCo share count unchanged in Q3 2026.
PepsiCo made up 0.09% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #77 holding.
Blue Zone Wealth Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 28 quarters since.
Blue Zone Wealth Advisors's PepsiCo position peaked at $843K in Q2 2023.
2,351 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.