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Clearwater Capital Advisors’s PepsiCo PEP Stock Holding History

Clearwater Capital 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 		$236K Sell
1,743
-637
-27% -$95.2K 0.02% 169
2026
Q1 		$370K Buy
2,380
+163
+7% +$25.4K 0.03% 132
2025
Q4 		$318K Sell
2,217
-45
-2% -$6.61K 0.03% 139
2025
Q3 		$318K Buy
2,262
+23
+1% +$3.28K 0.03% 141
2025
Q2 		$296K Sell
2,239
-502
-18% -$67.6K 0.03% 139
2025
Q1 		$411K Sell
2,741
-2
-0.1% -$298 0.04% 121
2024
Q4 		$417K Hold
2,743
– – 0.04% 121
2024
Q3 		$466K Buy
2,743
+3
+0.1% +$515 0.05% 114
2024
Q2 		$452K Buy
2,740
+17
+0.6% +$2.93K 0.05% 103
2024
Q1 		$477K Sell
2,723
-35
-1% -$5.89K 0.05% 98
2023
Q4 		$468K Buy
2,758
+61
+2% +$10.1K 0.05% 96
2023
Q3 		$457K Sell
2,697
-43
-2% -$7.81K 0.06% 88
2023
Q2 		$508K Sell
2,740
-7
-0.3% -$1.31K 0.06% 89
2023
Q1 		$501K Hold
2,747
– – 0.06% 91
2022
Q4 		$496K Hold
2,747
– – 0.06% 97
2022
Q3 		$448K Sell
2,747
-44
-2% -$7.58K 0.06% 99
2022
Q2 		$465K Buy
2,791
+1,250
+81% +$210K 0.06% 95
2022
Q1 		$258K Hold
1,541
– – 0.03% 144
2021
Q4 		$268K Hold
1,541
– – 0.03% 143
2021
Q3 		$232K Buy
+1,541
New +$239K 0.03% 153
2018
Q2 		– Sell
-1,409
Closed -$154K – 449
2018
Q1 		$154K Buy
+1,409
New +$160K 0.03% 195

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

Clearwater Capital Advisors's PEP Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its PepsiCo (PEP) stake by 27% in Q2 2026, selling an estimated $95.2K and leaving 1,743 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #169.

Clearwater Capital Advisors first reported a position in PEP in Q1 2018 and has held it in 21 quarters since. The position peaked at $508K in Q2 2023. 3,405 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Clearwater Capital Advisors held 1,743 shares of PepsiCo worth $236K as of Q2 2026.
  • Clearwater Capital Advisors sold 637 PepsiCo shares in Q2 2026, an estimated $95.2K.
  • PepsiCo made up 0.02% of Clearwater Capital Advisors's portfolio in Q2 2026, its #169 holding.
  • Clearwater Capital Advisors first reported a position in PepsiCo in Q1 2018 and has held it in 21 quarters since.
  • Clearwater Capital Advisors's PepsiCo position peaked at $508K in Q2 2023.
  • 3,405 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.