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Coign Capital Advisors’s PepsiCo PEP Stock Holding History

Coign 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 		$823K Sell
5,302
-13
-0.2% -$2.03K 0.43% 34
2025
Q4 		$763K Buy
5,315
+85
+2% +$12.5K 0.4% 51
2025
Q3 		$734K Sell
5,230
-3,511
-40% -$501K 0.4% 47
2025
Q2 		$1.15M Buy
8,741
+202
+2% +$27.2K 0.78% 27
2025
Q1 		$1.28M Buy
8,539
+565
+7% +$84.1K 0.98% 19
2024
Q4 		$1.21M Buy
+7,974
New +$1.31M 1.12% 22

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

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

Coign Capital Advisors reduced its PepsiCo (PEP) stake by 0.24% in Q1 2026, selling an estimated $2.03K and leaving 5,302 shares worth $823K. The position accounts for 0.43% of the portfolio, ranked #34.

Coign Capital Advisors first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.28M in Q1 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Coign Capital Advisors held 5,302 shares of PepsiCo worth $823K as of Q1 2026.
  • Coign Capital Advisors sold 13 PepsiCo shares in Q1 2026, an estimated $2.03K.
  • PepsiCo made up 0.43% of Coign Capital Advisors's portfolio in Q1 2026, its #34 holding.
  • Coign Capital Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Coign Capital Advisors's PepsiCo position peaked at $1.28M in Q1 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Coign Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.