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Strategic Advocates’s PepsiCo PEP Stock Holding History

Strategic Advocates’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 		$2.02K Sell
13
-200
-94% -$31.2K 0.01% 212
2025
Q4 		$30.7K Sell
213
-21
-9% -$3.09K 0.01% 245
2025
Q3 		$32.9K Buy
+234
New +$33.4K 0.01% 228

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

Strategic Advocates's PEP Position: Q1 2026 in Review

Strategic Advocates reduced its PepsiCo (PEP) stake by 94% in Q1 2026, selling an estimated $31.2K and leaving 13 shares worth $2.02K. The position accounts for 0.01% of the portfolio, ranked #212.

Strategic Advocates first reported a position in PEP in Q3 2025 and has held it in 3 quarters since. The position peaked at $32.9K in Q3 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Strategic Advocates held 13 shares of PepsiCo worth $2.02K as of Q1 2026.
  • Strategic Advocates sold 200 PepsiCo shares in Q1 2026, an estimated $31.2K.
  • PepsiCo made up 0.01% of Strategic Advocates's portfolio in Q1 2026, its #212 holding.
  • Strategic Advocates first reported a position in PepsiCo in Q3 2025 and has held it in 3 quarters since.
  • Strategic Advocates's PepsiCo position peaked at $32.9K in Q3 2025.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.