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Caerus Investment Advisors’s PepsiCo PEP Stock Holding History

Caerus 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 		$839K Sell
5,405
-6,877
-56% -$1.07M 0.35% 48
2025
Q4 		$1.76M Buy
12,282
+2,448
+25% +$360K 0.57% 26
2025
Q3 		$1.38M Buy
+9,834
New +$1.4M 0.56% 23
2023
Q2 		– Sell
-1,509
Closed -$275K – 46
2023
Q1 		$275K Buy
+1,509
New +$264K 0.32% 40

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 $147M AUM 25.76% 1-Year Est. Return

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

Caerus Investment Advisors reduced its PepsiCo (PEP) stake by 56% in Q1 2026, selling an estimated $1.07M and leaving 5,405 shares worth $839K. The position accounts for 0.35% of the portfolio, ranked #48.

Caerus Investment Advisors first reported a position in PEP in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.76M in Q4 2025. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Caerus Investment Advisors held 5,405 shares of PepsiCo worth $839K as of Q1 2026.
  • Caerus Investment Advisors sold 6,877 PepsiCo shares in Q1 2026, an estimated $1.07M.
  • PepsiCo made up 0.35% of Caerus Investment Advisors's portfolio in Q1 2026, its #48 holding.
  • Caerus Investment Advisors first reported a position in PepsiCo in Q1 2023 and has held it in 4 quarters since.
  • Caerus Investment Advisors's PepsiCo position peaked at $1.76M in Q4 2025.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.