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Soltis Investment Advisors’s PepsiCo PEP Stock Holding History

Soltis 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 		$9.59M Buy
70,806
+4,464
+7% +$667K 0.53% 46
2026
Q1 		$10.3M Buy
66,342
+6,827
+11% +$1.06M 0.65% 29
2025
Q4 		$8.54M Buy
59,515
+18,036
+43% +$2.65M 0.56% 38
2025
Q3 		$5.83M Buy
41,479
+35,351
+577% +$5.05M 0.4% 63
2025
Q2 		$809K Buy
6,128
+684
+13% +$92.1K 0.06% 196
2025
Q1 		$816K Sell
5,444
-445
-8% -$66.2K 0.07% 186
2024
Q4 		$895K Buy
5,889
+58
+1% +$9.5K 0.08% 171
2024
Q3 		$992K Buy
5,831
+814
+16% +$140K 0.1% 156
2024
Q2 		$827K Buy
5,017
+894
+22% +$154K 0.09% 156
2024
Q1 		$722K Buy
4,123
+125
+3% +$21K 0.08% 166
2023
Q4 		$679K Sell
3,998
-38
-0.9% -$6.3K 0.08% 160
2023
Q3 		$684K Buy
4,036
+305
+8% +$55.4K 0.09% 151
2023
Q2 		$691K Sell
3,731
-190
-5% -$35.5K 0.08% 146
2023
Q1 		$715K Buy
3,921
+473
+14% +$82.7K 0.09% 145
2022
Q4 		$623K Buy
3,448
+27
+0.8% +$4.82K 0.08% 153
2022
Q3 		$558K Buy
3,421
+1
+0% +$172 0.08% 153
2022
Q2 		$570K Buy
3,420
+48
+1% +$8.08K 0.08% 152
2022
Q1 		$564K Sell
3,372
-2
-0.1% -$336 0.08% 158
2021
Q4 		$586K Sell
3,374
-206
-6% -$33.6K 0.08% 158
2021
Q3 		$538K Buy
3,580
+62
+2% +$9.6K 0.08% 160
2021
Q2 		$521K Buy
3,518
+553
+19% +$80.6K 0.08% 165
2021
Q1 		$419K Sell
2,965
-41
-1% -$5.63K 0.08% 162
2020
Q4 		$446K Buy
3,006
+165
+6% +$23.5K 0.08% 156
2020
Q3 		$394K Buy
2,841
+2
+0.1% +$272 0.09% 140
2020
Q2 		$376K Buy
2,839
+200
+8% +$26.4K 0.1% 136
2020
Q1 		$317K Hold
2,639
– – 0.1% 112
2019
Q4 		$361K Buy
+2,639
New +$359K 0.07% 109

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 $3.37T AUM 44.26% 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

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

Soltis Investment Advisors increased its PepsiCo (PEP) stake by 6.7% in Q2 2026, buying an estimated $667K and bringing the position to 70,806 shares worth $9.59M. The position accounts for 0.53% of the portfolio, ranked #46.

Soltis Investment Advisors first reported a position in PEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.3M in Q1 2026. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Soltis Investment Advisors held 70,806 shares of PepsiCo worth $9.59M as of Q2 2026.
  • Soltis Investment Advisors bought 4,464 PepsiCo shares in Q2 2026, an estimated $667K.
  • PepsiCo made up 0.53% of Soltis Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • Soltis Investment Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's PepsiCo position peaked at $10.3M in Q1 2026.
  • 3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.