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Foundations Investment Advisors’s PepsiCo PEP Stock Holding History

Foundations 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
Q1 		$4.33M Sell
27,900
-6,024
-18% -$939K 0.05% 248
2025
Q4 		$4.87M Buy
33,924
+18,651
+122% +$2.74M 0.06% 227
2025
Q3 		$2.15M Buy
15,273
+1,358
+10% +$194K 0.03% 308
2025
Q2 		$1.84M Sell
13,915
-362
-3% -$48.8K 0.03% 321
2025
Q1 		$2.14M Sell
14,277
-653
-4% -$97.2K 0.04% 287
2024
Q4 		$2.27M Sell
14,930
-27,178
-65% -$4.45M 0.04% 271
2024
Q3 		$7.16M Buy
42,108
+8,496
+25% +$1.46M 0.15% 129
2024
Q2 		$5.54M Buy
33,612
+2,206
+7% +$381K 0.13% 128
2024
Q1 		$5.5M Sell
31,406
-1,186
-4% -$200K 0.14% 128
2023
Q4 		$5.6M Buy
32,592
+19,205
+143% +$3.19M 0.15% 112
2023
Q3 		$2.27M Buy
13,387
+1,840
+16% +$334K 0.07% 204
2023
Q2 		$2.14M Buy
11,547
+935
+9% +$174K 0.07% 187
2023
Q1 		$1.93M Buy
10,612
+220
+2% +$38.5K 0.07% 173
2022
Q4 		$1.88M Buy
10,392
+704
+7% +$126K 0.07% 135
2022
Q3 		$1.58M Buy
9,688
+2,746
+40% +$473K 0.07% 118
2022
Q2 		$1.19M Buy
6,942
+4,081
+143% +$687K 0.05% 125
2022
Q1 		$492K Buy
2,861
+107
+4% +$18K 0.02% 195
2021
Q4 		$479K Buy
2,754
+681
+33% +$111K 0.02% 212
2021
Q3 		$313K Sell
2,073
-174
-8% -$26.9K 0.01% 243
2021
Q2 		$336K Sell
2,247
-404
-15% -$58.9K 0.02% 218
2021
Q1 		$380K Buy
2,651
+636
+32% +$87.3K 0.02% 154
2020
Q4 		$291K Sell
2,015
-826
-29% -$117K 0.02% 148
2020
Q3 		$392K Buy
2,841
+1,119
+65% +$152K 0.09% 118
2020
Q2 		$229K Buy
+1,722
New +$227K 0.02% 152
2019
Q4 		– Sell
-1,591
Closed -$219K – 136
2019
Q3 		$219K Buy
1,591
+61
+4% +$8.1K 0.03% 124
2019
Q2 		$205K Buy
+1,530
New +$196K 0.03% 115

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

Foundations Investment Advisors's PEP Position: Q1 2026 in Review

Foundations Investment Advisors reduced its PepsiCo (PEP) stake by 18% in Q1 2026, selling an estimated $939K and leaving 27,900 shares worth $4.33M. The position accounts for 0.05% of the portfolio, ranked #248.

Foundations Investment Advisors first reported a position in PEP in Q2 2019 and has held it in 26 quarters since. The position peaked at $7.16M in Q3 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Foundations Investment Advisors held 27,900 shares of PepsiCo worth $4.33M as of Q1 2026.
  • Foundations Investment Advisors sold 6,024 PepsiCo shares in Q1 2026, an estimated $939K.
  • PepsiCo made up 0.05% of Foundations Investment Advisors's portfolio in Q1 2026, its #248 holding.
  • Foundations Investment Advisors first reported a position in PepsiCo in Q2 2019 and has held it in 26 quarters since.
  • Foundations Investment Advisors's PepsiCo position peaked at $7.16M in Q3 2024.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.