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Cherry Creek Investment Advisors’s PepsiCo PEP Stock Holding History

Cherry Creek 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
Q2 		$370K Buy
2,731
+15
+0.6% +$2.24K 0.15% 86
2026
Q1 		$422K Sell
2,716
-61
-2% -$9.51K 0.18% 78
2025
Q4 		$399K Sell
2,777
-569
-17% -$83.6K 0.17% 77
2025
Q3 		$470K Buy
3,346
+243
+8% +$34.7K 0.2% 70
2025
Q2 		$410K Sell
3,103
-35
-1% -$4.71K 0.19% 69
2025
Q1 		$470K Sell
3,138
-251
-7% -$37.4K 0.24% 64
2024
Q4 		$515K Sell
3,389
-7
-0.2% -$1.15K 0.25% 56
2024
Q3 		$578K Buy
3,396
+77
+2% +$13.2K 0.3% 51
2024
Q2 		$547K Sell
3,319
-367
-10% -$63.3K 0.29% 55
2024
Q1 		$645K Buy
3,686
+17
+0.5% +$2.86K 0.35% 49
2023
Q4 		$623K Buy
3,669
+12
+0.3% +$1.99K 0.38% 50
2023
Q3 		$620K Buy
3,657
+475
+15% +$86.3K 0.42% 46
2023
Q2 		$589K Buy
3,182
+143
+5% +$26.7K 0.4% 46
2023
Q1 		$554K Buy
3,039
+10
+0.3% +$1.75K 0.41% 46
2022
Q4 		$547K Buy
3,029
+12
+0.4% +$2.14K 0.42% 50
2022
Q3 		$493K Buy
3,017
+11
+0.4% +$1.9K 0.41% 51
2022
Q2 		$501K Buy
3,006
+10
+0.3% +$1.68K 0.4% 51
2022
Q1 		$501K Buy
2,996
+9
+0.3% +$1.51K 0.33% 59
2021
Q4 		$519K Buy
2,987
+6
+0.2% +$980 0.32% 57
2021
Q3 		$448K Buy
2,981
+758
+34% +$117K 0.3% 65
2021
Q2 		$329K Buy
+2,223
New +$324K 0.22% 75

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cherry Creek Investment Advisors's PEP Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its PepsiCo (PEP) stake by 0.55% in Q2 2026, buying an estimated $2.24K and bringing the position to 2,731 shares worth $370K. The position accounts for 0.15% of the portfolio, ranked #86.

Cherry Creek Investment Advisors first reported a position in PEP in Q2 2021 and has held it in 21 quarters since. The position peaked at $645K in Q1 2024. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Cherry Creek Investment Advisors held 2,731 shares of PepsiCo worth $370K as of Q2 2026.
  • Cherry Creek Investment Advisors bought 15 PepsiCo shares in Q2 2026, an estimated $2.24K.
  • PepsiCo made up 0.15% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #86 holding.
  • Cherry Creek Investment Advisors first reported a position in PepsiCo in Q2 2021 and has held it in 21 quarters since.
  • Cherry Creek Investment Advisors's PepsiCo position peaked at $645K in Q1 2024.
  • 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.