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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
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 $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

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

Soltis Investment Advisors increased its PepsiCo (PEP) stake by 11% in Q1 2026, buying an estimated $1.06M and bringing the position to 66,342 shares worth $10.3M. The position accounts for 0.65% of the portfolio, ranked #29.

Soltis Investment Advisors first reported a position in PEP in Q4 2019 and has held it in 26 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Soltis Investment Advisors held 66,342 shares of PepsiCo worth $10.3M as of Q1 2026.
  • Soltis Investment Advisors bought 6,827 PepsiCo shares in Q1 2026, an estimated $1.06M.
  • PepsiCo made up 0.65% of Soltis Investment Advisors's portfolio in Q1 2026, its #29 holding.
  • Soltis Investment Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 26 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.