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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
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 $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

SGL Investment Advisors's PEP Position: Q1 2026 in Review

SGL Investment Advisors increased its PepsiCo (PEP) stake by 24% in Q1 2026, buying an estimated $72.6K and bringing the position to 2,447 shares worth $366K. The position accounts for 0.14% of the portfolio, ranked #106.

SGL Investment Advisors first reported a position in PEP in Q4 2024 and has held it in 5 quarters since. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • SGL Investment Advisors held 2,447 shares of PepsiCo worth $366K as of Q1 2026.
  • SGL Investment Advisors bought 466 PepsiCo shares in Q1 2026, an estimated $72.6K.
  • PepsiCo made up 0.14% of SGL Investment Advisors's portfolio in Q1 2026, its #106 holding.
  • SGL Investment Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 5 quarters since.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.