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Safeguard Investment Advisory Group’s PepsiCo PEP Stock Holding History

Safeguard Investment Advisory Group’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
Q2 		$394K Buy
2,911
+1,334
+85% +$199K 0.09% 104
2026
Q1 		$245K Sell
1,577
-18
-1% -$2.81K 0.07% 115
2025
Q4 		$229K Sell
1,595
-69
-4% -$10.1K 0.06% 121
2025
Q3 		$234K Buy
1,664
+117
+8% +$16.7K 0.06% 121
2025
Q2 		$204K Sell
1,547
-699
-31% -$94.2K 0.05% 135
2025
Q1 		$338K Buy
+2,246
New +$334K 0.09% 88
2024
Q4 		– Sell
-1,229
Closed -$209K – 125
2024
Q3 		$209K Buy
+1,229
New +$211K 0.06% 110
2024
Q2 		– Sell
-1,171
Closed -$205K – 114
2024
Q1 		$205K Sell
1,171
-111
-9% -$18.7K 0.07% 97
2023
Q4 		$218K Sell
1,282
-23
-2% -$3.81K 0.08% 89
2023
Q3 		$221K Sell
1,305
-57
-4% -$10.4K 0.1% 85
2023
Q2 		$252K Buy
+1,362
New +$254K 0.11% 83
2021
Q1 		– Sell
-1,130
Closed -$167K – 517
2020
Q4 		$167K Buy
+1,130
New +$161K 0.15% 82

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 $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's PEP Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its PepsiCo (PEP) stake by 85% in Q2 2026, buying an estimated $199K and bringing the position to 2,911 shares worth $394K. The position accounts for 0.09% of the portfolio, ranked #104.

Safeguard Investment Advisory Group first reported a position in PEP in Q4 2020 and has held it in 12 quarters since. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Safeguard Investment Advisory Group held 2,911 shares of PepsiCo worth $394K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 1,334 PepsiCo shares in Q2 2026, an estimated $199K.
  • PepsiCo made up 0.09% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #104 holding.
  • Safeguard Investment Advisory Group first reported a position in PepsiCo in Q4 2020 and has held it in 12 quarters since.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.