SageView Advisory Group’s PepsiCo PEP Stock Holding History

SageView 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	$1.96M	Sell	14,511 -236	-2%	-$35.3K	0.06%	156
2026 Q1	$2.29M	Sell	14,747 -6,817	-32%	-$1.06M	0.08%	124
2025 Q4	$3.09M	Sell	21,564 -8,277	-28%	-$1.22M	0.1%	118
2025 Q3	$4.19M	Buy	29,841 +13,303	+80%	+$1.9M	0.14%	93
2025 Q2	$2.34M	Sell	16,538 -320	-2%	-$43.1K	0.09%	122
2025 Q1	$2.53M	Buy	16,858 +603	+4%	+$89.8K	0.11%	105
2024 Q4	$2.47M	Buy	16,255 +294	+2%	+$48.2K	0.11%	106
2024 Q3	$2.71M	Sell	15,961 -7,870	-33%	-$1.35M	0.14%	92
2024 Q2	$3.93M	Buy	+23,831	New	+$4.11M	0.18%	74
2024 Q1	–	Sell	-21,799	Closed	-$3.7M	–	717
2023 Q4	$3.7M	Buy	21,799 +3,632	+20%	+$602K	0.16%	78
2023 Q3	$3.08M	Buy	18,167 +41	+0.2%	+$7.45K	0.18%	77
2023 Q2	$3.36M	Sell	18,126 -847	-4%	-$158K	0.19%	78
2023 Q1	$3.46M	Buy	18,973 +7,097	+60%	+$1.24M	0.22%	73
2022 Q4	$2.15M	Buy	+11,876	New	+$2.12M	0.17%	96

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SageView Advisory Group's PEP Position: Q2 2026 in Review

SageView Advisory Group reduced its PepsiCo (PEP) stake by 1.6% in Q2 2026, selling an estimated $35.3K and leaving 14,511 shares worth $1.96M. The position accounts for 0.06% of the portfolio, ranked #156.

SageView Advisory Group first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.19M in Q3 2025. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

SageView Advisory Group held 14,511 shares of PepsiCo worth $1.96M as of Q2 2026.
SageView Advisory Group sold 236 PepsiCo shares in Q2 2026, an estimated $35.3K.
PepsiCo made up 0.06% of SageView Advisory Group's portfolio in Q2 2026, its #156 holding.
SageView Advisory Group first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's PepsiCo position peaked at $4.19M in Q3 2025.
3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.