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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
Q2 		$659K Buy
4,864
+50
+1% +$7.48K 0.33% 27
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 $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

Guardian Wealth Advisors (Minnesota)'s PEP Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its PepsiCo (PEP) stake by 1% in Q2 2026, buying an estimated $7.48K and bringing the position to 4,864 shares worth $659K. The position accounts for 0.33% of the portfolio, ranked #27.

Guardian Wealth Advisors (Minnesota) first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $817K in Q3 2024. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 4,864 shares of PepsiCo worth $659K as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) bought 50 PepsiCo shares in Q2 2026, an estimated $7.48K.
  • PepsiCo made up 0.33% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #27 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s PepsiCo position peaked at $817K in Q3 2024.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.