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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Clearwater Capital Advisors's PEP Position: Q1 2026 in Review

Clearwater Capital Advisors increased its PepsiCo (PEP) stake by 7.4% in Q1 2026, buying an estimated $25.4K and bringing the position to 2,380 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #132.

Clearwater Capital Advisors first reported a position in PEP in Q1 2018 and has held it in 20 quarters since. The position peaked at $508K in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Clearwater Capital Advisors held 2,380 shares of PepsiCo worth $370K as of Q1 2026.
Clearwater Capital Advisors bought 163 PepsiCo shares in Q1 2026, an estimated $25.4K.
PepsiCo made up 0.03% of Clearwater Capital Advisors's portfolio in Q1 2026, its #132 holding.
Clearwater Capital Advisors first reported a position in PepsiCo in Q1 2018 and has held it in 20 quarters since.
Clearwater Capital Advisors's PepsiCo position peaked at $508K in Q2 2023.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.