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Seven Mile Advisory’s PepsiCo PEP Stock Holding History

Seven Mile Advisory’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 		$319K Sell
2,052
-4,968
-71% -$774K 0.23% 92
2025
Q4 		$1.01M Buy
7,020
+3,004
+75% +$441K 0.17% 68
2025
Q3 		$564K Buy
4,016
+1,197
+42% +$171K 0.09% 116
2025
Q2 		$372K Buy
2,819
+269
+11% +$36.2K 0.22% 94
2025
Q1 		$382K Buy
2,550
+80
+3% +$11.9K 0.26% 85
2024
Q4 		$376K Sell
2,470
-45
-2% -$7.37K 0.24% 80
2024
Q3 		$428K Buy
2,515
+356
+16% +$61.2K 0.28% 67
2024
Q2 		$356K Sell
2,159
-29
-1% -$5K 0.26% 77
2024
Q1 		$383K Buy
2,188
+179
+9% +$30.1K 0.29% 73
2023
Q4 		$341K Sell
2,009
-137
-6% -$22.7K 0.3% 74
2023
Q3 		$364K Buy
2,146
+199
+10% +$36.1K 0.38% 63
2023
Q2 		$361K Buy
+1,947
New +$363K 0.42% 57

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

Seven Mile Advisory's PEP Position: Q1 2026 in Review

Seven Mile Advisory reduced its PepsiCo (PEP) stake by 71% in Q1 2026, selling an estimated $774K and leaving 2,052 shares worth $319K. The position accounts for 0.23% of the portfolio, ranked #92.

Seven Mile Advisory first reported a position in PEP in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q4 2025. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Seven Mile Advisory held 2,052 shares of PepsiCo worth $319K as of Q1 2026.
  • Seven Mile Advisory sold 4,968 PepsiCo shares in Q1 2026, an estimated $774K.
  • PepsiCo made up 0.23% of Seven Mile Advisory's portfolio in Q1 2026, its #92 holding.
  • Seven Mile Advisory first reported a position in PepsiCo in Q2 2023 and has held it in 12 quarters since.
  • Seven Mile Advisory's PepsiCo position peaked at $1.01M in Q4 2025.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.