Panoramic Investment Advisors’s PepsiCo PEP Stock Holding History

Panoramic Investment 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	$1.45M	Buy	9,358 +89	+1%	+$13.9K	0.79%	38
2025 Q4	$1.33M	Sell	9,269 -1,188	-11%	-$175K	0.72%	42
2025 Q3	$1.47M	Buy	10,457 +3,271	+46%	+$467K	0.83%	39
2025 Q2	$949K	Sell	7,186 -101	-1%	-$13.6K	0.58%	43
2025 Q1	$1.09M	Buy	7,287 +9	+0.1%	+$1.34K	0.74%	39
2024 Q4	$1.11M	Sell	7,278 -1,089	-13%	-$178K	0.72%	39
2024 Q3	$1.42M	Buy	+8,367	New	+$1.44M	0.98%	37
2024 Q1	$1.88M	Sell	10,719 -1,009	-9%	-$170K	1.38%	19
2023 Q4	$1.99M	Sell	11,728 -614	-5%	-$102K	1.72%	16
2023 Q3	$2.09M	Buy	+12,342	New	+$2.24M	1.92%	14
2022 Q4	$2.71M	Buy	+14,974	New	+$2.67M	2.77%	9

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

Panoramic Investment Advisors's PEP Position: Q1 2026 in Review

Panoramic Investment Advisors increased its PepsiCo (PEP) stake by 0.96% in Q1 2026, buying an estimated $13.9K and bringing the position to 9,358 shares worth $1.45M. The position accounts for 0.79% of the portfolio, ranked #38.

Panoramic Investment Advisors first reported a position in PEP in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.71M in Q4 2022. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Panoramic Investment Advisors held 9,358 shares of PepsiCo worth $1.45M as of Q1 2026.
Panoramic Investment Advisors bought 89 PepsiCo shares in Q1 2026, an estimated $13.9K.
PepsiCo made up 0.79% of Panoramic Investment Advisors's portfolio in Q1 2026, its #38 holding.
Panoramic Investment Advisors first reported a position in PepsiCo in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's PepsiCo position peaked at $2.71M in Q4 2022.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.