New Age Alpha Advisors
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
Q3 		$6.04M Buy
47,650
+36,163
+315% +$4.98M 0.27% 75
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 		$9.7M 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

New Age Alpha Advisors's PEP Position: Q3 2026 in Review

New Age Alpha Advisors increased its PepsiCo (PEP) stake by 315% in Q3 2026, buying an estimated $4.98M and bringing the position to 47,650 shares worth $6.04M. The position accounts for 0.27% of the portfolio, ranked #75.

New Age Alpha Advisors first reported a position in PEP in Q3 2024 and has held it in 9 quarters since. The position peaked at $9.7M in Q3 2025. 2,951 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • New Age Alpha Advisors held 47,650 shares of PepsiCo worth $6.04M as of Q3 2026.
  • New Age Alpha Advisors bought 36,163 PepsiCo shares in Q3 2026, an estimated $4.98M.
  • PepsiCo made up 0.27% of New Age Alpha Advisors's portfolio in Q3 2026, its #75 holding.
  • New Age Alpha Advisors first reported a position in PepsiCo in Q3 2024 and has held it in 9 quarters since.
  • New Age Alpha Advisors's PepsiCo position peaked at $9.7M in Q3 2025.
  • 2,951 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on New Age Alpha Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.