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Stegent Equity Advisors’s PepsiCo PEP Stock Holding History

Stegent Equity 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 		$202K Buy
+1,300
New +$203K 0.17% 101
2025
Q4 		– Sell
-2,678
Closed -$376K – 126
2025
Q3 		$376K Sell
2,678
-439
-14% -$62.7K 0.31% 83
2025
Q2 		$412K Buy
+3,117
New +$420K 0.36% 88

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

Stegent Equity Advisors's PEP Position: Q1 2026 in Review

Stegent Equity Advisors opened a new position in PepsiCo (PEP) in Q1 2026: 1,300 shares worth $202K. The stake represents 0.17% of the portfolio and ranks #101 among its holdings. This is a return to the name: Stegent Equity Advisors previously reported a position in PEP as recently as Q3 2025.

Stegent Equity Advisors first reported a position in PEP in Q2 2025 and has held it in 3 quarters since. The position peaked at $412K in Q2 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Stegent Equity Advisors held 1,300 shares of PepsiCo worth $202K as of Q1 2026.
  • PepsiCo was a new Stegent Equity Advisors position in Q1 2026.
  • PepsiCo made up 0.17% of Stegent Equity Advisors's portfolio in Q1 2026, its #101 holding.
  • Stegent Equity Advisors first reported a position in PepsiCo in Q2 2025 and has held it in 3 quarters since.
  • Stegent Equity Advisors's PepsiCo position peaked at $412K in Q2 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.