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Spectrum Investment Advisors’s PepsiCo PEP Stock Holding History

Spectrum 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 		$587K Hold
4,338
– – 0.24% 32
2026
Q1 		$674K Buy
4,338
+9
+0.2% +$1.4K 0.33% 23
2025
Q4 		$621K Buy
+4,329
New +$636K 0.31% 24
2024
Q2 		– Sell
-4,507
Closed -$789K – 34
2024
Q1 		$789K Buy
4,507
+15
+0.3% +$2.52K 0.58% 18
2023
Q4 		$763K Buy
+4,492
New +$745K 0.6% 17

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

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

Spectrum Investment Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 4,338 shares worth $587K. The position accounts for 0.24% of the portfolio, ranked #32.

Spectrum Investment Advisors first reported a position in PEP in Q4 2023 and has held it in 5 quarters since. The position peaked at $789K in Q1 2024. 3,394 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Spectrum Investment Advisors held 4,338 shares of PepsiCo worth $587K as of Q2 2026.
  • Spectrum Investment Advisors left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.24% of Spectrum Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Spectrum Investment Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 5 quarters since.
  • Spectrum Investment Advisors's PepsiCo position peaked at $789K in Q1 2024.
  • 3,394 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.