EIA
PEP icon

Eldridge Investment Advisors’s PepsiCo PEP Stock Holding History

Eldridge 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 		– Sell
-1,327
Closed -$206K – 166
2026
Q1 		$206K Sell
1,327
-200
-13% -$31.2K 0.05% 150
2025
Q4 		$219K Hold
1,527
– – 0.05% 154
2025
Q3 		$214K Hold
1,527
– – 0.05% 154
2025
Q2 		$202K Hold
1,527
– – 0.04% 153
2025
Q1 		$229K Hold
1,527
– – 0.05% 147
2024
Q4 		$232K Sell
1,527
-100
-6% -$16.4K 0.05% 143
2024
Q3 		$277K Hold
1,627
– – 0.07% 134
2024
Q2 		$268K Buy
1,627
+169
+12% +$29.2K 0.07% 132
2024
Q1 		$255K Buy
1,458
+200
+16% +$33.7K 0.07% 135
2023
Q4 		$214K Sell
1,258
-50
-4% -$8.29K 0.06% 137
2023
Q3 		$222K Sell
1,308
-70
-5% -$12.7K 0.07% 131
2023
Q2 		$255K Hold
1,378
– – 0.08% 121
2023
Q1 		$251K Hold
1,378
– – 0.09% 122
2022
Q4 		$249K Buy
1,378
+50
+4% +$8.92K 0.09% 118
2022
Q3 		$217K Hold
1,328
– – 0.08% 119
2022
Q2 		$221K Hold
1,328
– – 0.08% 120
2022
Q1 		$222K Hold
1,328
– – 0.08% 116
2021
Q4 		$231K Buy
+1,328
New +$217K 0.08% 115

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Eldridge Investment Advisors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,327 shares — an estimated $206K sold.

Eldridge Investment Advisors first reported a position in PEP in Q4 2021 and held it in 18 quarters. The position peaked at $277K in Q3 2024. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Eldridge Investment Advisors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Eldridge Investment Advisors sold 1,327 PepsiCo shares in Q2 2026, an estimated $206K.
  • Eldridge Investment Advisors first reported a position in PepsiCo in Q4 2021 and held it in 18 quarters.
  • Eldridge Investment Advisors's PepsiCo position peaked at $277K in Q3 2024.
  • 3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.