Secured Retirement Advisors’s PepsiCo PEP Stock Holding History

Secured Retirement Advisors’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	$544K	Buy	4,020 +745	+23%	+$111K	0.28%	109
2026 Q1	$509K	Sell	3,275 -429	-12%	-$66.8K	0.29%	104
2025 Q4	$532K	Buy	3,704 +240	+7%	+$35.3K	0.3%	97
2025 Q3	$486K	Buy	3,464 +694	+25%	+$99.1K	0.27%	98
2025 Q2	$366K	Buy	2,770 +817	+42%	+$110K	0.22%	98
2025 Q1	$293K	Buy	+1,953	New	+$291K	0.19%	104
2024 Q4	–	Sell	-1,268	Closed	-$216K	–	149
2024 Q3	$216K	Sell	1,268 -346	-21%	-$59.4K	0.16%	111
2024 Q2	$266K	Buy	1,614 +63	+4%	+$10.9K	0.21%	99
2024 Q1	$271K	Buy	1,551 +48	+3%	+$8.08K	0.23%	95
2023 Q4	$255K	Buy	+1,503	New	+$249K	0.25%	92

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

Secured Retirement Advisors's PEP Position: Q2 2026 in Review

Secured Retirement Advisors increased its PepsiCo (PEP) stake by 23% in Q2 2026, buying an estimated $111K and bringing the position to 4,020 shares worth $544K. The position accounts for 0.28% of the portfolio, ranked #109.

Secured Retirement Advisors first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. 3,393 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Secured Retirement Advisors held 4,020 shares of PepsiCo worth $544K as of Q2 2026.
Secured Retirement Advisors bought 745 PepsiCo shares in Q2 2026, an estimated $111K.
PepsiCo made up 0.28% of Secured Retirement Advisors's portfolio in Q2 2026, its #109 holding.
Secured Retirement Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
3,393 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.