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New Age Alpha Advisors’s PepsiCo PEP Stock Holding History

New Age Alpha 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
Q1 		$1.64M Sell
10,545
-51,266
-83% -$7.99M 0.08% 337
2025
Q4 		$8.87M Sell
61,811
-7,323
-11% -$1.08M 0.38% 48
2025
Q3 		$9.71M Sell
69,134
-2,773
-4% -$396K 0.41% 41
2025
Q2 		$9.49M Buy
71,907
+24,234
+51% +$3.26M 0.42% 43
2025
Q1 		$7.15M Buy
47,673
+28,133
+144% +$4.19M 0.32% 75
2024
Q4 		$2.97M Buy
19,540
+19,436
+18,688% +$3.18M 0.12% 245
2024
Q3 		$17.7K Buy
+104
New +$17.9K 0.01% 100

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

New Age Alpha Advisors's PEP Position: Q1 2026 in Review

New Age Alpha Advisors reduced its PepsiCo (PEP) stake by 83% in Q1 2026, selling an estimated $7.99M and leaving 10,545 shares worth $1.64M. The position accounts for 0.08% of the portfolio, ranked #337.

New Age Alpha Advisors first reported a position in PEP in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.71M in Q3 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • New Age Alpha Advisors held 10,545 shares of PepsiCo worth $1.64M as of Q1 2026.
  • New Age Alpha Advisors sold 51,266 PepsiCo shares in Q1 2026, an estimated $7.99M.
  • PepsiCo made up 0.08% of New Age Alpha Advisors's portfolio in Q1 2026, its #337 holding.
  • New Age Alpha Advisors first reported a position in PepsiCo in Q3 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's PepsiCo position peaked at $9.71M in Q3 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.