PIA
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Perennial Investment Advisors’s PepsiCo PEP Stock Holding History

Perennial 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 		$1.64M Buy
10,574
+211
+2% +$32.9K 0.13% 134
2025
Q4 		$1.49M Sell
10,363
-129
-1% -$19K 0.12% 145
2025
Q3 		$1.47M Buy
10,492
+262
+3% +$37.4K 0.12% 137
2025
Q2 		$1.35M Buy
10,230
+148
+1% +$19.9K 0.13% 143
2025
Q1 		$1.51M Buy
10,082
+335
+3% +$49.9K 0.17% 109
2024
Q4 		$1.48M Sell
9,747
-392
-4% -$64.2K 0.17% 103
2024
Q3 		$1.72M Buy
10,139
+59
+0.6% +$10.1K 0.22% 80
2024
Q2 		$1.66M Buy
10,080
+265
+3% +$45.7K 0.24% 77
2024
Q1 		$1.72M Buy
9,815
+115
+1% +$19.4K 0.26% 71
2023
Q4 		$1.65M Buy
9,700
+5
+0.1% +$829 0.27% 69
2023
Q3 		$1.64M Buy
9,695
+148
+2% +$26.9K 0.3% 76
2023
Q2 		$1.77M Sell
9,547
-32
-0.3% -$5.97K 0.31% 73
2023
Q1 		$1.75M Buy
9,579
+1,717
+22% +$300K 0.32% 70
2022
Q4 		$1.42M Buy
7,862
+296
+4% +$52.8K 0.58% 37
2022
Q3 		$1.24M Buy
7,566
+213
+3% +$36.7K 0.56% 38
2022
Q2 		$1.23M Buy
7,353
+46
+0.6% +$7.74K 0.48% 45
2022
Q1 		$1.23M Buy
7,307
+83
+1% +$13.9K 0.39% 53
2021
Q4 		$1.25M Buy
7,224
+8
+0.1% +$1.31K 0.39% 55
2021
Q3 		$1.09M Buy
7,216
+182
+3% +$28.2K 0.38% 54
2021
Q2 		$1.04M Buy
7,034
+48
+0.7% +$6.99K 0.38% 59
2021
Q1 		$988K Buy
6,986
+11
+0.2% +$1.51K 0.39% 59
2020
Q4 		$1.03M Buy
6,975
+108
+2% +$15.4K 0.44% 48
2020
Q3 		$951K Sell
6,867
-172
-2% -$23.4K 0.48% 44
2020
Q2 		$931K Sell
7,039
-49
-0.7% -$6.46K 0.63% 31
2020
Q1 		$852K Buy
7,088
+320
+5% +$43.2K 0.76% 30
2019
Q4 		$926K Buy
+6,768
New +$921K 0.73% 38

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

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

Perennial Investment Advisors increased its PepsiCo (PEP) stake by 2% in Q1 2026, buying an estimated $32.9K and bringing the position to 10,574 shares worth $1.64M. The position accounts for 0.13% of the portfolio, ranked #134.

Perennial Investment Advisors first reported a position in PEP in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.77M in Q2 2023. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Perennial Investment Advisors held 10,574 shares of PepsiCo worth $1.64M as of Q1 2026.
  • Perennial Investment Advisors bought 211 PepsiCo shares in Q1 2026, an estimated $32.9K.
  • PepsiCo made up 0.13% of Perennial Investment Advisors's portfolio in Q1 2026, its #134 holding.
  • Perennial Investment Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's PepsiCo position peaked at $1.77M in Q2 2023.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.