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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
2019
Q2 		– Sell
-300
Closed -$37K – 360
2019
Q1 		$37K Buy
+300
New +$34.2K 0.01% 337

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Regal Investment Advisors reduced its PepsiCo (PEP) stake by 0.12% in Q2 2026, selling an estimated $5.38K and leaving 30,450 shares worth $4.12M. The position accounts for 0.21% of the portfolio, ranked #125.

Regal Investment Advisors first reported a position in PEP in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.94M in Q3 2024. 3,413 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Regal Investment Advisors held 30,450 shares of PepsiCo worth $4.12M as of Q2 2026.
  • Regal Investment Advisors sold 36 PepsiCo shares in Q2 2026, an estimated $5.38K.
  • PepsiCo made up 0.21% of Regal Investment Advisors's portfolio in Q2 2026, its #125 holding.
  • Regal Investment Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 50 quarters since.
  • Regal Investment Advisors's PepsiCo position peaked at $4.94M in Q3 2024.
  • 3,413 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.