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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
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 $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

Safeguard Investment Advisory Group's PEP Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its PepsiCo (PEP) stake by 1.1% in Q1 2026, selling an estimated $2.81K and leaving 1,577 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #115.

Safeguard Investment Advisory Group first reported a position in PEP in Q4 2020 and has held it in 11 quarters since. The position peaked at $338K in Q1 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Safeguard Investment Advisory Group held 1,577 shares of PepsiCo worth $245K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 18 PepsiCo shares in Q1 2026, an estimated $2.81K.
  • PepsiCo made up 0.07% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #115 holding.
  • Safeguard Investment Advisory Group first reported a position in PepsiCo in Q4 2020 and has held it in 11 quarters since.
  • Safeguard Investment Advisory Group's PepsiCo position peaked at $338K in Q1 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.