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Carson Advisory’s PepsiCo PEP Stock Holding History

Carson Advisory’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 		$1.07M Buy
6,878
+9
+0.1% +$1.4K 0.55% 42
2025
Q4 		$986K Sell
6,869
-337
-5% -$49.5K 0.51% 50
2025
Q3 		$1.01M Buy
7,206
+72
+1% +$10.3K 0.55% 46
2025
Q2 		$942K Buy
7,134
+767
+12% +$103K 0.6% 47
2025
Q1 		$955K Buy
6,367
+60
+1% +$8.93K 0.64% 39
2024
Q4 		$959K Sell
6,307
-217
-3% -$35.6K 0.67% 40
2024
Q3 		$1.11M Buy
6,524
+6
+0.1% +$1.03K 0.7% 35
2024
Q2 		$1.07M Buy
6,518
+7
+0.1% +$1.21K 0.75% 33
2024
Q1 		$1.14M Buy
6,511
+91
+1% +$15.3K 0.8% 31
2023
Q4 		$1.09M Buy
6,420
+12
+0.2% +$1.99K 0.85% 29
2023
Q3 		$1.09M Buy
6,408
+111
+2% +$20.2K 0.95% 28
2023
Q2 		$1.17M Buy
6,297
+3
+0% +$560 0.99% 26
2023
Q1 		$1.15M Buy
6,294
+40
+0.6% +$6.99K 1.02% 24
2022
Q4 		$1.13M Buy
6,254
+317
+5% +$56.5K 1.08% 24
2022
Q3 		$969K Buy
5,937
+3,037
+105% +$523K 1.07% 24
2022
Q2 		$483K Sell
2,900
-31
-1% -$5.22K 0.54% 56
2022
Q1 		$491K Buy
2,931
+104
+4% +$17.5K 0.49% 59
2021
Q4 		$491K Buy
+2,827
New +$462K 0.5% 54

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

Carson Advisory's PEP Position: Q1 2026 in Review

Carson Advisory increased its PepsiCo (PEP) stake by 0.13% in Q1 2026, buying an estimated $1.4K and bringing the position to 6,878 shares worth $1.07M. The position accounts for 0.55% of the portfolio, ranked #42.

Carson Advisory first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.17M in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Carson Advisory held 6,878 shares of PepsiCo worth $1.07M as of Q1 2026.
  • Carson Advisory bought 9 PepsiCo shares in Q1 2026, an estimated $1.4K.
  • PepsiCo made up 0.55% of Carson Advisory's portfolio in Q1 2026, its #42 holding.
  • Carson Advisory first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's PepsiCo position peaked at $1.17M in Q2 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.