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Strata Wealth Advisors’s PepsiCo PEP Stock Holding History

Strata Wealth 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 		$416K Buy
2,680
+188
+8% +$29.3K 0.11% 56
2025
Q4 		$358K Buy
2,492
+56
+2% +$8.23K 0.1% 61
2025
Q3 		$342K Buy
+2,436
New +$348K 0.09% 72

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

Strata Wealth Advisors's PEP Position: Q1 2026 in Review

Strata Wealth Advisors increased its PepsiCo (PEP) stake by 7.5% in Q1 2026, buying an estimated $29.3K and bringing the position to 2,680 shares worth $416K. The position accounts for 0.11% of the portfolio, ranked #56.

Strata Wealth Advisors first reported a position in PEP in Q3 2025 and has held it in 3 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Strata Wealth Advisors held 2,680 shares of PepsiCo worth $416K as of Q1 2026.
  • Strata Wealth Advisors bought 188 PepsiCo shares in Q1 2026, an estimated $29.3K.
  • PepsiCo made up 0.11% of Strata Wealth Advisors's portfolio in Q1 2026, its #56 holding.
  • Strata Wealth Advisors first reported a position in PepsiCo in Q3 2025 and has held it in 3 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.