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 Q2	$1.25M	Sell	9,268 -90	-1%	-$13.5K	0.6%	43
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Panoramic Investment Advisors's PEP Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its PepsiCo (PEP) stake by 0.96% in Q2 2026, selling an estimated $13.5K and leaving 9,268 shares worth $1.25M. The position accounts for 0.6% of the portfolio, ranked #43.

Panoramic Investment Advisors first reported a position in PEP in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.71M in Q4 2022. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Panoramic Investment Advisors held 9,268 shares of PepsiCo worth $1.25M as of Q2 2026.
Panoramic Investment Advisors sold 90 PepsiCo shares in Q2 2026, an estimated $13.5K.
PepsiCo made up 0.6% of Panoramic Investment Advisors's portfolio in Q2 2026, its #43 holding.
Panoramic Investment Advisors first reported a position in PepsiCo in Q4 2022 and has held it in 12 quarters since.
Panoramic Investment Advisors's PepsiCo position peaked at $2.71M in Q4 2022.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.