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SGL Investment Advisors’s PepsiCo PEP Stock Holding History

SGL Investment 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 		– Sell
-2,447
Closed -$366K – 140
2026
Q1 		$366K Buy
2,447
+466
+24% +$72.6K 0.14% 106
2025
Q4 		$332K Buy
1,981
+75
+4% +$11K 0.13% 110
2025
Q3 		$274K Buy
+1,906
New +$272K 0.11% 111
2025
Q2 		– Sell
-2,002
Closed -$263K – 125
2025
Q1 		$263K Buy
2,002
+397
+25% +$59.1K 0.14% 104
2024
Q4 		$231K Buy
+1,605
New +$263K 0.12% 108

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

SGL Investment Advisors's PEP Position: Q2 2026 in Review

SGL Investment Advisors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 2,447 shares — an estimated $366K sold.

SGL Investment Advisors first reported a position in PEP in Q4 2024 and held it in 5 quarters. The position peaked at $366K in Q1 2026. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • SGL Investment Advisors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • SGL Investment Advisors sold 2,447 PepsiCo shares in Q2 2026, an estimated $366K.
  • SGL Investment Advisors first reported a position in PepsiCo in Q4 2024 and held it in 5 quarters.
  • SGL Investment Advisors's PepsiCo position peaked at $366K in Q1 2026.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.