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Maxele Advisors’s PepsiCo PEP Stock Holding History

Maxele 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 		$240K Buy
+1,775
New +$265K 0.17% 92
2025
Q4 		$294K Buy
2,048
+31
+2% +$4.55K 0.24% 83
2025
Q3 		$283K Sell
2,017
-175
-8% -$25K 0.24% 81
2025
Q2 		$289K Buy
2,192
+72
+3% +$9.7K 0.25% 83
2025
Q1 		$318K Sell
2,120
-17
-0.8% -$2.53K 0.31% 74
2024
Q4 		$325K Buy
+2,137
New +$350K 0.31% 73
2022
Q3 		$237K Sell
1,449
-5
-0.3% -$862 0.4% 71
2022
Q2 		$242K Hold
1,454
– – 0.38% 75
2022
Q1 		$243K Sell
1,454
-30
-2% -$5.04K 0.3% 80
2021
Q4 		$258K Buy
+1,484
New +$242K 0.3% 74

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

Maxele Advisors's PEP Position: Q2 2026 in Review

Maxele Advisors opened a new position in PepsiCo (PEP) in Q2 2026: 1,775 shares worth $240K. The stake represents 0.17% of the portfolio and ranks #92 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in PEP as recently as Q4 2025.

Maxele Advisors first reported a position in PEP in Q4 2021 and has held it in 10 quarters since. The position peaked at $325K in Q4 2024. 3,401 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Maxele Advisors held 1,775 shares of PepsiCo worth $240K as of Q2 2026.
  • PepsiCo was a new Maxele Advisors position in Q2 2026.
  • PepsiCo made up 0.17% of Maxele Advisors's portfolio in Q2 2026, its #92 holding.
  • Maxele Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 10 quarters since.
  • Maxele Advisors's PepsiCo position peaked at $325K in Q4 2024.
  • 3,401 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.