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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
Q2 		$4.79M Buy
35,397
+5,977
+20% +$894K 0.1% 161
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 $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

Savvy Advisors Inc's PEP Position: Q2 2026 in Review

Savvy Advisors Inc increased its PepsiCo (PEP) stake by 20% in Q2 2026, buying an estimated $894K and bringing the position to 35,397 shares worth $4.79M. The position accounts for 0.1% of the portfolio, ranked #161.

Savvy Advisors Inc first reported a position in PEP in Q2 2024 and has held it in 9 quarters since. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Savvy Advisors Inc held 35,397 shares of PepsiCo worth $4.79M as of Q2 2026.
  • Savvy Advisors Inc bought 5,977 PepsiCo shares in Q2 2026, an estimated $894K.
  • PepsiCo made up 0.1% of Savvy Advisors Inc's portfolio in Q2 2026, its #161 holding.
  • Savvy Advisors Inc first reported a position in PepsiCo in Q2 2024 and has held it in 9 quarters since.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.