South Shore Capital Advisors’s PepsiCo PEP Stock Holding History

South Shore Capital 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	$496K	Hold	3,196	–	–	0.36%	60
2025 Q4	$459K	Buy	+3,196	New	+$470K	0.34%	66
2022 Q3	$230K	Hold	1,409	–	–	0.54%	60
2022 Q2	$235K	Sell	1,409 -17	-1%	-$2.86K	0.49%	71
2022 Q1	$239K	Buy	+1,426	New	+$239K	0.39%	88
2021 Q1	–	Sell	-3,582	Closed	-$531K	–	131
2020 Q4	$531K	Buy	+3,582	New	+$509K	0.53%	48

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

South Shore Capital Advisors's PEP Position: Q1 2026 in Review

South Shore Capital Advisors held its PepsiCo (PEP) position steady in Q1 2026 at 3,196 shares worth $496K. The position accounts for 0.36% of the portfolio, ranked #60.

South Shore Capital Advisors first reported a position in PEP in Q4 2020 and has held it in 6 quarters since. The position peaked at $531K in Q4 2020. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

South Shore Capital Advisors held 3,196 shares of PepsiCo worth $496K as of Q1 2026.
South Shore Capital Advisors left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up 0.36% of South Shore Capital Advisors's portfolio in Q1 2026, its #60 holding.
South Shore Capital Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 6 quarters since.
South Shore Capital Advisors's PepsiCo position peaked at $531K in Q4 2020.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.