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Sound View Wealth Advisors Group’s PepsiCo PEP Stock Holding History

Sound View Wealth Advisors Group’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 		$6.51M Sell
41,910
-68
-0.2% -$10.6K 0.44% 60
2025
Q4 		$6.02M Sell
41,978
-96
-0.2% -$14.1K 0.4% 60
2025
Q3 		$5.91M Sell
42,074
-1,841
-4% -$263K 0.41% 59
2025
Q2 		$5.8M Buy
43,915
+10,798
+33% +$1.45M 0.43% 56
2025
Q1 		$4.97M Buy
33,117
+84
+0.3% +$12.5K 0.41% 58
2024
Q4 		$5.02M Buy
33,033
+1,722
+5% +$282K 0.4% 59
2024
Q3 		$5.32M Buy
31,311
+2,705
+9% +$465K 0.43% 57
2024
Q2 		$4.72M Sell
28,606
-46
-0.2% -$7.94K 0.49% 51
2024
Q1 		$5.01M Sell
28,652
-2,231
-7% -$376K 0.53% 51
2023
Q4 		$5.25M Sell
30,883
-1,874
-6% -$311K 0.58% 45
2023
Q3 		$5.55M Buy
32,757
+1,610
+5% +$292K 0.69% 39
2023
Q2 		$5.77M Sell
31,147
-4,751
-13% -$887K 0.76% 36
2023
Q1 		$6.54M Buy
35,898
+5,015
+16% +$877K 0.9% 28
2022
Q4 		$5.25M Buy
30,883
+3,097
+11% +$552K 0.58% 45
2022
Q3 		$4.54M Sell
27,786
-326
-1% -$56.2K 1.02% 28
2022
Q2 		$4.68M Sell
28,112
-434
-2% -$73.1K 0.98% 31
2022
Q1 		$4.78M Sell
28,546
-1,037
-4% -$174K 0.91% 33
2021
Q4 		$5.14M Buy
29,583
+538
+2% +$87.9K 0.97% 30
2021
Q3 		$4.37M Sell
29,045
-373
-1% -$57.7K 0.91% 34
2021
Q2 		$4.36M Buy
29,418
+1,931
+7% +$281K 0.92% 35
2021
Q1 		$3.89M Sell
27,487
-457
-2% -$62.7K 0.91% 34
2020
Q4 		$4.14M Sell
27,944
-68
-0.2% -$9.66K 1.01% 32
2020
Q3 		$3.88M Sell
28,012
-1,320
-5% -$180K 1.02% 28
2020
Q2 		$3.88M Buy
29,332
+1,285
+5% +$169K 1.09% 29
2020
Q1 		$3.37M Buy
28,047
+664
+2% +$89.7K 1.16% 25
2019
Q4 		$3.74M Sell
27,383
-1,867
-6% -$254K 1.06% 29
2019
Q3 		$4.01M Sell
29,250
-161
-0.5% -$21.4K 1.2% 22
2019
Q2 		$3.86M Buy
+29,411
New +$3.77M 1.14% 21

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 $147M AUM 25.76% 1-Year Est. Return

Sound View Wealth Advisors Group's PEP Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its PepsiCo (PEP) stake by 0.16% in Q1 2026, selling an estimated $10.6K and leaving 41,910 shares worth $6.51M. The position accounts for 0.44% of the portfolio, ranked #60.

Sound View Wealth Advisors Group first reported a position in PEP in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.54M in Q1 2023. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Sound View Wealth Advisors Group held 41,910 shares of PepsiCo worth $6.51M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 68 PepsiCo shares in Q1 2026, an estimated $10.6K.
  • PepsiCo made up 0.44% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #60 holding.
  • Sound View Wealth Advisors Group first reported a position in PepsiCo in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's PepsiCo position peaked at $6.54M in Q1 2023.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.