Integral Investment Advisors’s PepsiCo PEP Stock Holding History

Integral 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	$690K	Hold	5,097	–	–	0.15%	89
2026 Q1	$792K	Hold	5,097	–	–	0.2%	80
2025 Q4	$732K	Buy	5,097 +119	+2%	+$17.5K	0.18%	84
2025 Q3	$699K	Hold	4,978	–	–	0.19%	84
2025 Q2	$657K	Sell	4,978 -287	-5%	-$38.7K	0.19%	86
2025 Q1	$789K	Sell	5,265 -194	-4%	-$28.9K	0.25%	73
2024 Q4	$830K	Sell	5,459 -64	-1%	-$10.5K	0.27%	72
2024 Q3	$939K	Hold	5,523	–	–	0.31%	68
2024 Q2	$918K	Buy	5,523 +3	+0.1%	+$518	0.34%	65
2024 Q1	$958K	Buy	5,520 +2,546	+86%	+$429K	0.4%	51
2023 Q4	$505K	Buy	2,974 +364	+14%	+$60.4K	0.32%	54
2023 Q3	$442K	Buy	2,610 +64	+3%	+$11.6K	0.31%	55
2023 Q2	$472K	Hold	2,546	–	–	0.32%	52
2023 Q1	$464K	Hold	2,546	–	–	0.33%	52
2022 Q4	$460K	Hold	2,546	–	–	0.36%	50
2022 Q3	$416K	Hold	2,546	–	–	0.34%	61
2022 Q2	$424K	Sell	2,546 -407	-14%	-$68.5K	0.36%	58
2022 Q1	$494K	Buy	2,953 +557	+23%	+$93.5K	0.31%	63
2021 Q4	$416K	Buy	+2,396	New	+$391K	0.3%	66

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Integral Investment Advisors's PEP Position: Q2 2026 in Review

Integral Investment Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 5,097 shares worth $690K. The position accounts for 0.15% of the portfolio, ranked #89.

Integral Investment Advisors first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $958K in Q1 2024. 3,398 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Integral Investment Advisors held 5,097 shares of PepsiCo worth $690K as of Q2 2026.
Integral Investment Advisors left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up 0.15% of Integral Investment Advisors's portfolio in Q2 2026, its #89 holding.
Integral Investment Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
Integral Investment Advisors's PepsiCo position peaked at $958K in Q1 2024.
3,398 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.