NAAA
PEP icon

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
Q2 		$1.56M Buy
11,487
+942
+9% +$141K 0.07% 359
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 $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

New Age Alpha Advisors's PEP Position: Q2 2026 in Review

New Age Alpha Advisors increased its PepsiCo (PEP) stake by 8.9% in Q2 2026, buying an estimated $141K and bringing the position to 11,487 shares worth $1.56M. The position accounts for 0.07% of the portfolio, ranked #359.

New Age Alpha Advisors first reported a position in PEP in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.71M in Q3 2025. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • New Age Alpha Advisors held 11,487 shares of PepsiCo worth $1.56M as of Q2 2026.
  • New Age Alpha Advisors bought 942 PepsiCo shares in Q2 2026, an estimated $141K.
  • PepsiCo made up 0.07% of New Age Alpha Advisors's portfolio in Q2 2026, its #359 holding.
  • New Age Alpha Advisors first reported a position in PepsiCo in Q3 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's PepsiCo position peaked at $9.71M in Q3 2025.
  • 3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.