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Central Valley Advisors’s PepsiCo PEP Stock Holding History

Central Valley 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 		$239K Sell
1,763
-222
-11% -$33.2K 0.06% 169
2026
Q1 		$308K Buy
1,985
+487
+33% +$75.9K 0.08% 145
2025
Q4 		$215K Buy
1,498
+34
+2% +$5K 0.06% 146
2025
Q3 		$206K Sell
1,464
-119
-8% -$17K 0.06% 146
2025
Q2 		$209K Sell
1,583
-261
-14% -$35.2K 0.07% 131
2025
Q1 		$276K Sell
1,844
-31
-2% -$4.61K 0.1% 107
2024
Q4 		$285K Hold
1,875
– – 0.13% 115
2024
Q3 		$319K Sell
1,875
-2
-0.1% -$344 0.18% 99
2024
Q2 		$334K Sell
1,877
-61
-3% -$10.5K 0.14% 86
2024
Q1 		$339K Sell
1,938
-3
-0.2% -$505 0.18% 104
2023
Q4 		$330K Buy
+1,941
New +$322K 0.19% 106

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Central Valley Advisors's PEP Position: Q2 2026 in Review

Central Valley Advisors reduced its PepsiCo (PEP) stake by 11% in Q2 2026, selling an estimated $33.2K and leaving 1,763 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #169.

Central Valley Advisors first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $339K in Q1 2024. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Central Valley Advisors held 1,763 shares of PepsiCo worth $239K as of Q2 2026.
  • Central Valley Advisors sold 222 PepsiCo shares in Q2 2026, an estimated $33.2K.
  • PepsiCo made up 0.06% of Central Valley Advisors's portfolio in Q2 2026, its #169 holding.
  • Central Valley Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • Central Valley Advisors's PepsiCo position peaked at $339K in Q1 2024.
  • 1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.