Steward Partners Investment Advisory’s PepsiCo PEP Stock Holding History

Steward Partners Investment Advisory’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	$24.8M	Buy	159,989 +3,467	+2%	+$540K	0.13%	144
2025 Q4	$22.5M	Buy	156,522 +4,985	+3%	+$732K	0.12%	147
2025 Q3	$21.3M	Buy	151,537 +4,302	+3%	+$614K	0.12%	156
2025 Q2	$19.4M	Buy	147,235 +2,035	+1%	+$274K	0.15%	131
2025 Q1	$21.8M	Buy	145,200 +3,004	+2%	+$447K	0.19%	106
2024 Q4	$21.6M	Sell	142,196 -2,814	-2%	-$461K	0.19%	104
2024 Q3	$24.7M	Sell	145,010 -534	-0.4%	-$91.7K	0.23%	94
2024 Q2	$24M	Buy	145,544 +5,971	+4%	+$1.03M	0.25%	83
2024 Q1	$24.4M	Sell	139,573 -8,216	-6%	-$1.38M	0.27%	76
2023 Q4	$25.1M	Sell	147,789 -7,543	-5%	-$1.25M	0.34%	62
2023 Q3	$26.3M	Buy	155,332 +9,016	+6%	+$1.64M	0.4%	49
2023 Q2	$27.1M	Buy	146,316 +958	+0.7%	+$179K	0.41%	48
2023 Q1	$26.5M	Buy	145,358 +3,216	+2%	+$562K	0.42%	48
2022 Q4	$25.7M	Buy	142,142 +2,880	+2%	+$514K	0.44%	44
2022 Q3	$22.7M	Buy	139,262 +32,500	+30%	+$5.6M	0.42%	48
2022 Q2	$17.8M	Buy	106,762 +11,310	+12%	+$1.9M	0.33%	70
2022 Q1	$16M	Buy	95,452 +2,262	+2%	+$380K	0.25%	91
2021 Q4	$16.2M	Buy	93,190 +2,707	+3%	+$442K	0.25%	94
2021 Q3	$13.6M	Buy	90,483 +2,163	+2%	+$335K	0.23%	95
2021 Q2	$13.1M	Sell	88,320 -23,358	-21%	-$3.4M	0.22%	101
2021 Q1	$15.8M	Buy	111,678 +23,483	+27%	+$3.22M	0.28%	81
2020 Q4	$13.1M	Sell	88,195 -3,740	-4%	-$532K	0.28%	87
2020 Q3	$12.7M	Buy	91,935 +12,441	+16%	+$1.69M	0.32%	77
2020 Q2	$10.5M	Buy	79,494 +8,035	+11%	+$1.06M	0.3%	80
2020 Q1	$8.58M	Buy	71,459 +782	+1%	+$106K	0.31%	80
2019 Q4	$9.66M	Buy	70,677 +80	+0.1%	+$10.9K	0.29%	83
2019 Q3	$9.68M	Buy	70,597 +3,483	+5%	+$463K	0.33%	70
2019 Q2	$8.8M	Buy	67,114 +4,183	+7%	+$536K	0.32%	72
2019 Q1	$7.71M	Sell	62,931 -10,371	-14%	-$1.18M	0.33%	76
2018 Q4	$8.1M	Buy	73,302 +13,668	+23%	+$1.54M	0.39%	63
2018 Q3	$6.67M	Buy	59,634 +4,031	+7%	+$456K	0.32%	76
2018 Q2	$6.05M	Buy	55,603 +5,706	+11%	+$589K	0.36%	67
2018 Q1	$5.45M	Buy	49,897 +1,971	+4%	+$224K	0.37%	59
2017 Q4	$5.75M	Sell	47,926 -5,611	-10%	-$641K	0.44%	50
2017 Q3	$5.96M	Buy	53,537 +3,593	+7%	+$415K	0.61%	35
2017 Q2	$5.77M	Buy	49,944 +32,751	+190%	+$3.76M	0.65%	36
2017 Q1	$1.92M	Buy	+17,193	New	+$1.84M	0.29%	78

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

Steward Partners Investment Advisory's PEP Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its PepsiCo (PEP) stake by 2.2% in Q1 2026, buying an estimated $540K and bringing the position to 159,989 shares worth $24.8M. The position accounts for 0.13% of the portfolio, ranked #144.

Steward Partners Investment Advisory first reported a position in PEP in Q1 2017 and has held it in 37 quarters since. The position peaked at $27.1M in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Steward Partners Investment Advisory held 159,989 shares of PepsiCo worth $24.8M as of Q1 2026.
Steward Partners Investment Advisory bought 3,467 PepsiCo shares in Q1 2026, an estimated $540K.
PepsiCo made up 0.13% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #144 holding.
Steward Partners Investment Advisory first reported a position in PepsiCo in Q1 2017 and has held it in 37 quarters since.
Steward Partners Investment Advisory's PepsiCo position peaked at $27.1M in Q2 2023.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.