Paladin Advisory Group’s PepsiCo PEP Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-1,314	Closed	-$237K	–	431
2022 Q4	$237K	Hold	1,314	–	–	0.2%	81
2022 Q3	$214K	Hold	1,314	–	–	0.2%	81
2022 Q2	$218K	Buy	+1,314	New	+$221K	0.19%	86
2022 Q1	–	Sell	-1,314	Closed	-$228K	–	444
2021 Q4	$228K	Buy	+1,314	New	+$215K	0.19%	92

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Paladin Advisory Group's PEP Position: Q1 2026 in Review

Paladin Advisory Group held its PepsiCo (PEP) position steady in Q1 2026 at 858 shares worth $133K. The position accounts for 0.1% of the portfolio, ranked #102.

Paladin Advisory Group first reported a position in PEP in Q1 2022 and has held it in 14 quarters since. The position peaked at $243K in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Paladin Advisory Group held 858 shares of PepsiCo worth $133K as of Q1 2026.
Paladin Advisory Group left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up 0.1% of Paladin Advisory Group's portfolio in Q1 2026, its #102 holding.
Paladin Advisory Group first reported a position in PepsiCo in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's PepsiCo position peaked at $243K in Q2 2023.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.