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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
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 $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 (North Carolina)'s PEP Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its PepsiCo (PEP) stake by 8.4% in Q1 2026, selling an estimated $88.8K and leaving 6,202 shares worth $963K. The position accounts for 0.06% of the portfolio, ranked #157.

Guardian Wealth Advisors (North Carolina) first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.05M in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 6,202 shares of PepsiCo worth $963K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 570 PepsiCo shares in Q1 2026, an estimated $88.8K.
  • PepsiCo made up 0.06% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #157 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s PepsiCo position peaked at $1.05M in Q2 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.