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Savvy Advisors Inc’s PepsiCo PEP Stock Holding History

Savvy Advisors Inc’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 		$4.57M Buy
29,420
+1,424
+5% +$222K 0.12% 135
2025
Q4 		$4.02M Buy
27,996
+7,381
+36% +$1.08M 0.13% 120
2025
Q3 		$2.9M Buy
20,615
+6,861
+50% +$980K 0.13% 111
2025
Q2 		$1.82M Buy
13,754
+2,497
+22% +$336K 0.12% 129
2025
Q1 		$1.69M Buy
11,257
+5,052
+81% +$752K 0.17% 97
2024
Q4 		$944K Buy
6,205
+2,964
+91% +$486K 0.11% 150
2024
Q3 		$551K Buy
3,241
+1,512
+87% +$260K 0.11% 171
2024
Q2 		$285K Buy
+1,729
New +$298K 0.09% 220

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

Savvy Advisors Inc's PEP Position: Q1 2026 in Review

Savvy Advisors Inc increased its PepsiCo (PEP) stake by 5.1% in Q1 2026, buying an estimated $222K and bringing the position to 29,420 shares worth $4.57M. The position accounts for 0.12% of the portfolio, ranked #135.

Savvy Advisors Inc first reported a position in PEP in Q2 2024 and has held it in 8 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Savvy Advisors Inc held 29,420 shares of PepsiCo worth $4.57M as of Q1 2026.
  • Savvy Advisors Inc bought 1,424 PepsiCo shares in Q1 2026, an estimated $222K.
  • PepsiCo made up 0.12% of Savvy Advisors Inc's portfolio in Q1 2026, its #135 holding.
  • Savvy Advisors Inc first reported a position in PepsiCo in Q2 2024 and has held it in 8 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.