Cresta Advisors’s PepsiCo PEP Stock Holding History

Cresta 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	$533K	Hold	3,933	–	–	0.19%	41
2026 Q1	$611K	Hold	3,933	–	–	0.25%	39
2025 Q4	$564K	Sell	3,933 -317	-7%	-$46.6K	0.24%	38
2025 Q3	$597K	Hold	4,250	–	–	0.27%	35
2025 Q2	$561K	Sell	4,250 -150	-3%	-$20.2K	0.27%	34
2025 Q1	$660K	Sell	4,400 -330	-7%	-$49.1K	0.34%	33
2024 Q4	$804K	Hold	4,730	–	–	0.42%	32
2024 Q3	$804K	Hold	4,730	–	–	0.42%	32
2024 Q2	$780K	Sell	4,730 -11	-0.2%	-$1.9K	0.46%	30
2024 Q1	$830K	Buy	4,741 +11	+0.2%	+$1.85K	0.53%	29
2023 Q4	$803K	Sell	4,730 -802	-14%	-$133K	0.54%	29
2023 Q3	$937K	Hold	5,532	–	–	0.73%	26
2023 Q2	$1.02M	Hold	5,532	–	–	0.8%	28
2023 Q1	$1.01M	Hold	5,532	–	–	0.78%	21
2022 Q4	$999K	Buy	5,532 +23	+0.4%	+$4.1K	0.87%	16
2022 Q3	$899K	Buy	+5,509	New	+$949K	1.11%	15

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 $3.37T AUM 44.26% 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

Cresta Advisors's PEP Position: Q2 2026 in Review

Cresta Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 3,933 shares worth $533K. The position accounts for 0.19% of the portfolio, ranked #41.

Cresta Advisors first reported a position in PEP in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.02M in Q2 2023. 3,393 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Cresta Advisors held 3,933 shares of PepsiCo worth $533K as of Q2 2026.
Cresta Advisors left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.19% of Cresta Advisors's portfolio in Q2 2026, its #41 holding.
Cresta Advisors first reported a position in PepsiCo in Q3 2022 and has held it in 16 quarters since.
Cresta Advisors's PepsiCo position peaked at $1.02M in Q2 2023.
3,393 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.