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Guardian Wealth Advisors (Minnesota)’s PepsiCo PEP Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$748K Buy
4,814
+4
+0.1% +$623 0.43% 24
2025
Q4 		$690K Buy
4,810
+17
+0.4% +$2.5K 0.39% 28
2025
Q3 		$673K Buy
4,793
+231
+5% +$33K 0.38% 28
2025
Q2 		$602K Buy
4,562
+74
+2% +$9.97K 0.36% 31
2025
Q1 		$673K Sell
4,488
-288
-6% -$42.9K 0.43% 31
2024
Q4 		$726K Sell
4,776
-30
-0.6% -$4.92K 0.47% 29
2024
Q3 		$817K Buy
4,806
+249
+5% +$42.8K 0.5% 29
2024
Q2 		$752K Sell
4,557
-49
-1% -$8.46K 0.49% 26
2024
Q1 		$806K Buy
4,606
+284
+7% +$47.8K 0.52% 26
2023
Q4 		$734K Buy
4,322
+29
+0.7% +$4.81K 0.51% 26
2023
Q3 		$727K Sell
4,293
-6
-0.1% -$1.09K 0.56% 23
2023
Q2 		$796K Sell
4,299
-99
-2% -$18.5K 0.59% 21
2023
Q1 		$802K Buy
4,398
+335
+8% +$58.6K 0.63% 25
2022
Q4 		$734K Sell
4,063
-91
-2% -$16.2K 0.65% 24
2022
Q3 		$678K Buy
4,154
+52
+1% +$8.96K 0.66% 23
2022
Q2 		$684K Buy
4,102
+18
+0.4% +$3.03K 0.63% 25
2022
Q1 		$684K Buy
4,084
+61
+2% +$10.2K 0.56% 25
2021
Q4 		$699K Buy
4,023
+19
+0.5% +$3.1K 0.56% 26
2021
Q3 		$602K Sell
4,004
-165
-4% -$25.5K 0.54% 29
2021
Q2 		$618K Sell
4,169
-37
-0.9% -$5.39K 0.53% 29
2021
Q1 		$595K Buy
4,206
+178
+4% +$24.4K 0.55% 30
2020
Q4 		$597K Buy
+4,028
New +$573K 0.59% 28

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

Guardian Wealth Advisors (Minnesota)'s PEP Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its PepsiCo (PEP) stake by 0.08% in Q1 2026, buying an estimated $623 and bringing the position to 4,814 shares worth $748K. The position accounts for 0.43% of the portfolio, ranked #24.

Guardian Wealth Advisors (Minnesota) first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $817K in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 4,814 shares of PepsiCo worth $748K as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) bought 4 PepsiCo shares in Q1 2026, an estimated $623.
  • PepsiCo made up 0.43% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #24 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s PepsiCo position peaked at $817K in Q3 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.