Coppell Advisory Solutions’s PepsiCo PEP Stock Holding History

Coppell Advisory Solutions’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	–	Sell	-12,294	Closed	-$1.77M	–	254
2025 Q4	$1.77M	Sell	12,294 -5,583	-31%	-$820K	0.17%	124
2025 Q3	$2.51M	Buy	17,877 +8,013	+81%	+$1.14M	0.27%	71
2025 Q2	$1.29M	Buy	+9,864	New	+$1.33M	0.15%	141
2025 Q1	–	Sell	-10,932	Closed	-$1.66M	–	1421
2024 Q4	$1.66M	Buy	10,932 +1,266	+13%	+$207K	0.23%	89
2024 Q3	$1.64M	Buy	9,666 +504	+6%	+$86.6K	0.24%	90
2024 Q2	$1.51M	Buy	+9,162	New	+$1.58M	0.25%	87
2023 Q4	$1.17M	Buy	6,906 +2,801	+68%	+$465K	0.23%	95
2023 Q3	$742K	Sell	4,105 -943	-19%	-$171K	0.26%	92
2023 Q2	$928K	Buy	5,048 +632	+14%	+$118K	0.26%	87
2023 Q1	$798K	Buy	4,416 +311	+8%	+$54.4K	0.26%	96
2022 Q4	$742K	Buy	+4,105	New	+$732K	0.25%	95
2020 Q4	$389K	Buy	+2,625	New	+$373K	0.2%	118

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

Coppell Advisory Solutions's PEP Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 12,294 shares — an estimated $1.77M sold.

Coppell Advisory Solutions first reported a position in PEP in Q4 2020 and held it in 12 quarters. The position peaked at $2.51M in Q3 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Coppell Advisory Solutions reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 12,294 PepsiCo shares in Q1 2026, an estimated $1.77M.
Coppell Advisory Solutions first reported a position in PepsiCo in Q4 2020 and held it in 12 quarters.
Coppell Advisory Solutions's PepsiCo position peaked at $2.51M in Q3 2025.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.