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Goldstein Advisors’s PepsiCo PEP Stock Holding History

Goldstein 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 		$427K Buy
3,152
+216
+7% +$32.3K 0.04% 150
2026
Q1 		$456K Buy
2,936
+336
+13% +$52.4K 0.05% 110
2025
Q4 		$373K Buy
2,600
+13
+0.5% +$1.91K 0.04% 123
2025
Q3 		$363K Sell
2,587
-218
-8% -$31.1K 0.04% 121
2025
Q2 		$370K Buy
2,805
+178
+7% +$24K 0.05% 113
2025
Q1 		$394K Sell
2,627
-164
-6% -$24.4K 0.06% 109
2024
Q4 		$424K Sell
2,791
-76
-3% -$12.5K 0.06% 105
2024
Q3 		$487K Buy
2,867
+297
+12% +$51K 0.07% 89
2024
Q2 		$424K Buy
2,570
+224
+10% +$38.7K 0.07% 92
2024
Q1 		$411K Buy
2,346
+140
+6% +$23.6K 0.07% 91
2023
Q4 		$375K Sell
2,206
-81
-4% -$13.4K 0.06% 124
2023
Q3 		$388K Buy
2,287
+107
+5% +$19.4K 0.08% 87
2023
Q2 		$404K Hold
2,180
– – 0.08% 87
2023
Q1 		$397K Buy
2,180
+43
+2% +$7.52K 0.09% 87
2022
Q4 		$386K Buy
+2,137
New +$381K 0.09% 86

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

Goldstein Advisors's PEP Position: Q2 2026 in Review

Goldstein Advisors increased its PepsiCo (PEP) stake by 7.4% in Q2 2026, buying an estimated $32.3K and bringing the position to 3,152 shares worth $427K. The position accounts for 0.04% of the portfolio, ranked #150.

Goldstein Advisors first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $487K in Q3 2024. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Goldstein Advisors held 3,152 shares of PepsiCo worth $427K as of Q2 2026.
  • Goldstein Advisors bought 216 PepsiCo shares in Q2 2026, an estimated $32.3K.
  • PepsiCo made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #150 holding.
  • Goldstein Advisors first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
  • Goldstein Advisors's PepsiCo position peaked at $487K in Q3 2024.
  • 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.