Regal Investment Advisors’s PepsiCo PEP Stock Holding History

Regal 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	$4.73M	Buy	30,486 +1,667	+6%	+$260K	0.27%	99
2025 Q4	$4.14M	Buy	28,819 +1,618	+6%	+$238K	0.25%	102
2025 Q3	$3.82M	Buy	27,201 +5,986	+28%	+$855K	0.25%	109
2025 Q2	$2.8M	Sell	21,215 -64	-0.3%	-$8.62K	0.21%	127
2025 Q1	$3.19M	Sell	21,279 -6,837	-24%	-$1.02M	0.26%	109
2024 Q4	$4.28M	Sell	28,116 -955	-3%	-$156K	0.32%	89
2024 Q3	$4.94M	Buy	29,071 +518	+2%	+$89K	0.35%	89
2024 Q2	$4.71M	Buy	28,553 +1,589	+6%	+$274K	0.31%	93
2024 Q1	$4.72M	Buy	26,964 +382	+1%	+$64.3K	0.32%	91
2023 Q4	$4.51M	Buy	26,582 +1,703	+7%	+$282K	0.34%	81
2023 Q3	$4.22M	Buy	24,879 +837	+3%	+$152K	0.35%	78
2023 Q2	$4.45M	Buy	24,042 +1,061	+5%	+$198K	0.37%	81
2023 Q1	$4.19M	Buy	22,981 +2,211	+11%	+$386K	0.37%	81
2022 Q4	$3.75M	Buy	20,770 +875	+4%	+$156K	0.36%	79
2022 Q3	$3.25M	Buy	19,895 +1,914	+11%	+$330K	0.34%	79
2022 Q2	$3M	Buy	17,981 +1,433	+9%	+$241K	0.31%	82
2022 Q1	$2.77M	Buy	16,548 +467	+3%	+$78.4K	0.25%	105
2021 Q4	$2.79M	Buy	16,081 +302	+2%	+$49.3K	0.25%	99
2021 Q3	$2.37M	Buy	15,779 +1,486	+10%	+$230K	0.23%	114
2021 Q2	$2.12M	Buy	+14,293	New	+$2.08M	0.21%	122
2021 Q1	–	Sell	-16,633	Closed	-$2.47M	–	310
2020 Q4	$2.47M	Buy	+16,633	New	+$2.36M	0.28%	94
2020 Q3	–	Sell	-15,259	Closed	-$2.02M	–	196
2020 Q2	$2.02M	Buy	+15,259	New	+$2.01M	0.37%	72
2020 Q1	–	Sell	-13,579	Closed	-$1.86M	–	226
2019 Q4	$1.86M	Buy	13,579 +77	+0.6%	+$10.5K	0.33%	99
2019 Q3	$1.85M	Sell	13,502 -439	-3%	-$58.3K	0.36%	94
2019 Q2	$1.83M	Buy	13,941 +613	+5%	+$78.6K	0.36%	92
2019 Q1	$1.63M	Buy	13,328 +1,074	+9%	+$122K	0.33%	99
2018 Q4	$1.35M	Buy	12,254 +1,658	+16%	+$187K	0.3%	98
2018 Q3	$1.19M	Buy	10,596 +1,811	+21%	+$205K	0.25%	118
2018 Q2	$956K	Sell	8,785 -17,813	-67%	-$1.84M	0.29%	111
2018 Q1	$2.9M	Sell	26,598 -747	-3%	-$85K	0.64%	41
2017 Q4	$3.28M	Buy	27,345 +108	+0.4%	+$12.3K	0.73%	37
2017 Q3	$3.04M	Sell	27,237 -773	-3%	-$89.3K	0.71%	37
2017 Q2	$3.23M	Buy	28,010 +19,067	+213%	+$2.19M	0.8%	34
2017 Q1	$1M	Sell	8,943 -327	-4%	-$35.1K	0.26%	113
2016 Q4	$970K	Sell	9,270 -311	-3%	-$32.6K	0.27%	110
2016 Q3	$1.04M	Buy	9,581 +437	+5%	+$47.1K	0.3%	99
2016 Q2	$969K	Sell	9,144 -1,949	-18%	-$201K	0.27%	105
2016 Q1	$1.14M	Sell	11,093 -354	-3%	-$35K	0.31%	93
2015 Q4	$1.14M	Buy	11,447 +3,123	+38%	+$312K	0.3%	96
2015 Q3	$784K	Buy	8,324 +2,590	+45%	+$246K	0.2%	123
2015 Q2	$535K	Buy	5,734 +371	+7%	+$35.5K	0.14%	149
2015 Q1	$513K	Buy	5,363 +2,336	+77%	+$226K	0.13%	155
2014 Q4	$286K	Sell	3,027 -4,211	-58%	-$404K	0.08%	184
2014 Q3	$674K	Buy	7,238 +629	+10%	+$57.4K	0.2%	122
2014 Q2	$590K	Buy	6,609 +1,053	+19%	+$90.9K	0.21%	118
2014 Q1	$464K	Buy	5,556 +1,000	+22%	+$81.2K	0.2%	124
2013 Q4	$378K	Sell	4,556 -1,811	-28%	-$150K	0.22%	120
2013 Q3	$506K	Sell	6,367 -1,004	-14%	-$82.5K	0.3%	107
2013 Q2	$603K	Buy	+7,371	New	+$602K	0.33%	100

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

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

Regal Investment Advisors increased its PepsiCo (PEP) stake by 5.8% in Q1 2026, buying an estimated $260K and bringing the position to 30,486 shares worth $4.73M. The position accounts for 0.27% of the portfolio, ranked #99.

Regal Investment Advisors first reported a position in PEP in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.94M in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Regal Investment Advisors held 30,486 shares of PepsiCo worth $4.73M as of Q1 2026.
Regal Investment Advisors bought 1,667 PepsiCo shares in Q1 2026, an estimated $260K.
PepsiCo made up 0.27% of Regal Investment Advisors's portfolio in Q1 2026, its #99 holding.
Regal Investment Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 49 quarters since.
Regal Investment Advisors's PepsiCo position peaked at $4.94M in Q3 2024.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.