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

Guardian Wealth Advisors (North Carolina)’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 		$809K Sell
5,974
-228
-4% -$34.1K 0.05% 178
2026
Q1 		$963K Sell
6,202
-570
-8% -$88.8K 0.06% 157
2025
Q4 		$972K Buy
6,772
+225
+3% +$33.1K 0.06% 157
2025
Q3 		$919K Buy
6,547
+85
+1% +$12.1K 0.06% 154
2025
Q2 		$853K Sell
6,462
-35
-0.5% -$4.71K 0.06% 156
2025
Q1 		$974K Sell
6,497
-151
-2% -$22.5K 0.08% 131
2024
Q4 		$1.01M Buy
6,648
+1,160
+21% +$190K 0.08% 131
2024
Q3 		$933K Buy
5,488
+23
+0.4% +$3.95K 0.1% 109
2024
Q2 		$901K Buy
5,465
+44
+0.8% +$7.59K 0.11% 107
2024
Q1 		$949K Sell
5,421
-106
-2% -$17.8K 0.12% 102
2023
Q4 		$939K Buy
5,527
+143
+3% +$23.7K 0.14% 92
2023
Q3 		$912K Sell
5,384
-262
-5% -$47.6K 0.16% 85
2023
Q2 		$1.05M Buy
5,646
+365
+7% +$68.1K 0.18% 75
2023
Q1 		$963K Buy
5,281
+162
+3% +$28.3K 0.17% 77
2022
Q4 		$930K Buy
5,119
+370
+8% +$66K 0.18% 72
2022
Q3 		$775K Buy
4,749
+19
+0.4% +$3.27K 0.14% 78
2022
Q2 		$788K Buy
4,730
+1,030
+28% +$173K 0.14% 78
2022
Q1 		$619K Sell
3,700
-38
-1% -$6.38K 0.27% 66
2021
Q4 		$649K Buy
+3,738
New +$611K 0.28% 65

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 $3.38T AUM 44.17% 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 (North Carolina)'s PEP Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its PepsiCo (PEP) stake by 3.7% in Q2 2026, selling an estimated $34.1K and leaving 5,974 shares worth $809K. The position accounts for 0.05% of the portfolio, ranked #178.

Guardian Wealth Advisors (North Carolina) first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q2 2023. 3,424 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 5,974 shares of PepsiCo worth $809K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 228 PepsiCo shares in Q2 2026, an estimated $34.1K.
  • PepsiCo made up 0.05% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #178 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s PepsiCo position peaked at $1.05M in Q2 2023.
  • 3,424 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.