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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 $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 $147M AUM 25.76% 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. 3,535 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.
  • 3,535 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.