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Richwood Investment Advisors’s PepsiCo PEP Stock Holding History

Richwood 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 		$849K Buy
5,464
+165
+3% +$25.7K 0.65% 37
2025
Q4 		$903K Buy
5,299
+88
+2% +$12.9K 0.65% 37
2025
Q3 		$732K Sell
5,211
-216
-4% -$30.8K 0.57% 39
2025
Q2 		$717K Sell
5,427
-85
-2% -$11.4K 0.59% 41
2025
Q1 		$826K Sell
5,512
-305
-5% -$45.4K 0.7% 31
2024
Q4 		$885K Buy
5,817
+82
+1% +$13.4K 0.74% 31
2024
Q3 		$975K Sell
5,735
-634
-10% -$109K 0.81% 28
2024
Q2 		$1.05M Sell
6,369
-22
-0.3% -$3.8K 0.92% 25
2024
Q1 		$1.12M Buy
6,391
+160
+3% +$26.9K 0.99% 23
2023
Q4 		$1.06M Sell
6,231
-633
-9% -$105K 0.99% 23
2023
Q3 		$1.16M Buy
6,864
+38
+0.6% +$6.9K 1.19% 18
2023
Q2 		$1.26M Hold
6,826
– – 1.23% 17
2023
Q1 		$1.24M Buy
6,826
+55
+0.8% +$9.61K 1.24% 18
2022
Q4 		$1.22M Sell
6,771
-25
-0.4% -$4.46K 1.23% 18
2022
Q3 		$1.11M Sell
6,796
-100
-1% -$17.2K 1.22% 16
2022
Q2 		$1.15M Sell
6,896
-110
-2% -$18.5K 1.16% 20
2022
Q1 		$1.17M Buy
7,006
+895
+15% +$150K 1.05% 19
2021
Q4 		$1.06M Buy
+6,111
New +$998K 0.93% 20

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

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

Richwood Investment Advisors increased its PepsiCo (PEP) stake by 3.1% in Q1 2026, buying an estimated $25.7K and bringing the position to 5,464 shares worth $849K. The position accounts for 0.65% of the portfolio, ranked #37.

Richwood Investment Advisors first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.26M in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Richwood Investment Advisors held 5,464 shares of PepsiCo worth $849K as of Q1 2026.
  • Richwood Investment Advisors bought 165 PepsiCo shares in Q1 2026, an estimated $25.7K.
  • PepsiCo made up 0.65% of Richwood Investment Advisors's portfolio in Q1 2026, its #37 holding.
  • Richwood Investment Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Richwood Investment Advisors's PepsiCo position peaked at $1.26M in Q2 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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