HVIA
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Hudson Valley Investment Advisors’s PepsiCo PEP Stock Holding History

Hudson Valley Investment 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 		$4.11M Sell
30,389
-1,480
-5% -$221K 0.5% 54
2026
Q1 		$4.95M Sell
31,869
-5,127
-14% -$799K 0.64% 42
2025
Q4 		$5.31M Sell
36,996
-4,208
-10% -$618K 0.59% 50
2025
Q3 		$5.79M Sell
41,204
-1,851
-4% -$264K 0.6% 52
2025
Q2 		$5.68M Buy
43,055
+1,041
+2% +$140K 0.62% 50
2025
Q1 		$6.3M Buy
42,014
+434
+1% +$64.6K 0.75% 45
2024
Q4 		$6.32M Buy
41,580
+4,712
+13% +$772K 0.72% 47
2024
Q3 		$6.27M Sell
36,868
-9,800
-21% -$1.68M 0.69% 50
2024
Q2 		$7.89M Buy
46,668
+434
+0.9% +$74.9K 1.03% 32
2024
Q1 		$8.09M Buy
46,234
+1,396
+3% +$235K 0.97% 36
2023
Q4 		$7.58M Sell
44,838
-2,711
-6% -$450K 1.04% 30
2023
Q3 		$8.06M Sell
47,549
-741
-2% -$135K 1.14% 26
2023
Q2 		$8.94M Sell
48,290
-521
-1% -$97.2K 1.21% 23
2023
Q1 		$8.9M Sell
48,811
-865
-2% -$151K 1.24% 22
2022
Q4 		$8.97M Buy
49,676
+350
+0.7% +$62.4K 1.36% 19
2022
Q3 		$8.05M Buy
49,326
+342
+0.7% +$58.9K 1.29% 21
2022
Q2 		$8.16M Sell
48,984
-282
-0.6% -$47.5K 1.27% 20
2022
Q1 		$8.25M Sell
49,266
-615
-1% -$103K 1.11% 23
2021
Q4 		$8.66M Sell
49,881
-750
-1% -$123K 1.35% 19
2021
Q3 		$7.62M Sell
50,631
-1,002
-2% -$155K 1.31% 20
2021
Q2 		$7.65M Sell
51,633
-6,196
-11% -$903K 1.33% 22
2021
Q1 		$8.18M Sell
57,829
-1,357
-2% -$186K 1.46% 19
2020
Q4 		$8.78M Sell
59,186
-711
-1% -$101K 1.67% 15
2020
Q3 		$8.3M Sell
59,897
-588
-1% -$80K 1.79% 14
2020
Q2 		$8M Sell
60,485
-871
-1% -$115K 1.86% 14
2020
Q1 		$7.37M Sell
61,356
-291
-0.5% -$39.3K 2.04% 11
2019
Q4 		$8.43M Buy
61,647
+576
+0.9% +$78.4K 1.8% 11
2019
Q3 		$8.37M Buy
61,071
+400
+0.7% +$53.1K 1.94% 10
2019
Q2 		$7.96M Sell
60,671
-1,121
-2% -$144K 1.84% 10
2019
Q1 		$7.57M Sell
61,792
-12,034
-16% -$1.37M 1.84% 12
2018
Q4 		$8.16M Buy
73,826
+13,136
+22% +$1.48M 1.88% 13
2018
Q3 		$6.79M Sell
60,690
-4,925
-8% -$558K 1.57% 16
2018
Q2 		$7.14M Buy
65,615
+1,461
+2% +$151K 1.76% 14
2018
Q1 		$7M Sell
64,154
-535
-0.8% -$60.8K 1.76% 12
2017
Q4 		$7.76M Buy
64,689
+1,091
+2% +$125K 1.92% 13
2017
Q3 		$7.09M Buy
63,598
+17,383
+38% +$2.01M 1.84% 13
2017
Q2 		$5.34M Sell
46,215
-15,780
-25% -$1.81M 1.47% 15
2017
Q1 		$6.93M Buy
61,995
+513
+0.8% +$55K 1.93% 11
2016
Q4 		$6.43M Buy
61,482
+3,332
+6% +$349K 1.9% 11
2016
Q3 		$6.33M Buy
58,150
+921
+2% +$99.2K 1.96% 12
2016
Q2 		$6.06M Sell
57,229
-70
-0.1% -$7.22K 1.94% 12
2016
Q1 		$5.87M Buy
57,299
+176
+0.3% +$17.4K 1.91% 12
2015
Q4 		$5.71M Sell
57,123
-430
-0.7% -$42.9K 1.78% 13
2015
Q3 		$5.43M Buy
57,553
+65
+0.1% +$6.18K 1.76% 13
2015
Q2 		$5.37M Buy
57,488
+321
+0.6% +$30.7K 1.68% 16
2015
Q1 		$5.47M Buy
57,167
+705
+1% +$68.2K 1.85% 16
2014
Q4 		$5.34M Sell
56,462
-106
-0.2% -$10.2K 2.19% 13
2014
Q3 		$5.27M Buy
56,568
+1,216
+2% +$111K 2.24% 13
2014
Q2 		$4.95M Sell
55,352
-2,178
-4% -$188K 2.16% 13
2014
Q1 		$4.8M Buy
57,530
+1,610
+3% +$131K 2.06% 16
2013
Q4 		$4.64M Sell
55,920
-175
-0.3% -$14.5K 2.04% 16
2013
Q3 		$4.46M Sell
56,095
-1,460
-3% -$120K 2.17% 11
2013
Q2 		$4.71M Buy
+57,555
New +$4.7M 2.25% 10

Other funds holding PEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Hudson Valley Investment Advisors's PEP Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its PepsiCo (PEP) stake by 4.6% in Q2 2026, selling an estimated $221K and leaving 30,389 shares worth $4.11M. The position accounts for 0.5% of the portfolio, ranked #54.

Hudson Valley Investment Advisors first reported a position in PEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.97M in Q4 2022. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Hudson Valley Investment Advisors held 30,389 shares of PepsiCo worth $4.11M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 1,480 PepsiCo shares in Q2 2026, an estimated $221K.
  • PepsiCo made up 0.5% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • Hudson Valley Investment Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 53 quarters since.
  • Hudson Valley Investment Advisors's PepsiCo position peaked at $8.97M in Q4 2022.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.