Concurrent Investment Advisors’s PepsiCo PEP Stock Holding History

Concurrent 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	$3.47M	Hold	25,600	–	–	0.03%	538
2026 Q1	$3.98M	Hold	25,600	–	–	0.04%	413
2025 Q4	$3.67M	Hold	25,600	–	–	0.04%	406
2025 Q3	$3.6M	Hold	25,600	–	–	0.06%	310
2025 Q2	$3.38M	Hold	25,600	–	–	0.07%	298
2025 Q1	$3.84M	Hold	25,600	–	–	0.09%	232
2024 Q4	$3.89M	Buy	25,600 +200	+0.8%	+$32.8K	0.1%	199
2024 Q3	$4.32M	Hold	25,400	–	–	0.13%	169
2024 Q2	$4.19M	Buy	+25,400	New	+$4.38M	0.14%	155

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concurrent Investment Advisors's PEP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its PepsiCo (PEP) stake by 3.2% in Q2 2026, buying an estimated $547K and bringing the position to 119,505 shares worth $16.2M. The position accounts for 0.14% of the portfolio, ranked #158.

Concurrent Investment Advisors first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $18M in Q1 2026. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Concurrent Investment Advisors held 119,505 shares of PepsiCo worth $16.2M as of Q2 2026.
Concurrent Investment Advisors bought 3,661 PepsiCo shares in Q2 2026, an estimated $547K.
PepsiCo made up 0.14% of Concurrent Investment Advisors's portfolio in Q2 2026, its #158 holding.
Concurrent Investment Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's PepsiCo position peaked at $18M in Q1 2026.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.