RCA
PEP icon

Resonant Capital Advisors’s PepsiCo PEP Stock Holding History

Resonant Capital 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 		$3.76M Buy
24,202
+697
+3% +$109K 0.2% 84
2025
Q4 		$3.41M Buy
23,505
+499
+2% +$73.3K 0.19% 92
2025
Q3 		$3.23M Buy
23,006
+2,408
+12% +$344K 0.19% 91
2025
Q2 		$2.72M Sell
20,598
-859
-4% -$116K 0.17% 99
2025
Q1 		$3.22M Buy
21,457
+370
+2% +$55.1K 0.22% 82
2024
Q4 		$3.23M Buy
21,087
+271
+1% +$44.4K 0.24% 79
2024
Q3 		$3.54M Buy
20,816
+212
+1% +$36.4K 0.26% 75
2024
Q2 		$3.4M Buy
20,604
+529
+3% +$91.3K 0.28% 76
2024
Q1 		$3.53M Buy
20,075
+510
+3% +$85.9K 0.3% 73
2023
Q4 		$3.34M Sell
19,565
-529
-3% -$87.7K 0.32% 65
2023
Q3 		$3.4M Buy
20,094
+244
+1% +$44.3K 0.36% 61
2023
Q2 		$3.68M Buy
19,850
+1,428
+8% +$266K 0.4% 57
2023
Q1 		$3.36M Sell
18,422
-258
-1% -$45.1K 0.38% 64
2022
Q4 		$3.39M Buy
18,680
+769
+4% +$137K 0.42% 60
2022
Q3 		$2.92M Buy
17,911
+385
+2% +$66.3K 0.44% 62
2022
Q2 		$2.92M Buy
17,526
+128
+0.7% +$21.5K 0.46% 62
2022
Q1 		$2.95M Buy
17,398
+483
+3% +$81.1K 0.44% 60
2021
Q4 		$2.96M Buy
16,915
+1,642
+11% +$268K 0.44% 55
2021
Q3 		$2.3M Buy
15,273
+2,015
+15% +$312K 0.4% 60
2021
Q2 		$1.96M Buy
13,258
+188
+1% +$27.4K 0.38% 60
2021
Q1 		$1.85M Buy
13,070
+1,283
+11% +$176K 0.38% 59
2020
Q4 		$1.76M Buy
11,787
+62
+0.5% +$8.81K 0.42% 50
2020
Q3 		$1.63M Sell
11,725
-1,123
-9% -$153K 0.46% 43
2020
Q2 		$1.7M Sell
12,848
-4,468
-26% -$589K 0.49% 40
2020
Q1 		$2.08M Buy
17,316
+1,059
+7% +$143K 0.76% 35
2019
Q4 		$2.22M Buy
+16,257
New +$2.21M 0.7% 37

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

Resonant Capital Advisors's PEP Position: Q1 2026 in Review

Resonant Capital Advisors increased its PepsiCo (PEP) stake by 3% in Q1 2026, buying an estimated $109K and bringing the position to 24,202 shares worth $3.76M. The position accounts for 0.2% of the portfolio, ranked #84.

Resonant Capital Advisors first reported a position in PEP in Q4 2019 and has held it in 26 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Resonant Capital Advisors held 24,202 shares of PepsiCo worth $3.76M as of Q1 2026.
  • Resonant Capital Advisors bought 697 PepsiCo shares in Q1 2026, an estimated $109K.
  • PepsiCo made up 0.2% of Resonant Capital Advisors's portfolio in Q1 2026, its #84 holding.
  • Resonant Capital Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 26 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.