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Strategic Investment Advisors’s PepsiCo PEP Stock Holding History

Strategic 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
Q1 		$1.52M Buy
+9,761
New +$1.52M 0.1% 99
2025
Q3 		– Sell
-2,114
Closed -$279K – 274
2025
Q2 		$279K Buy
2,114
+210
+11% +$28.3K 0.03% 216
2025
Q1 		$286K Sell
1,904
-181
-9% -$26.9K 0.03% 215
2024
Q4 		$317K Sell
2,085
-82
-4% -$13.4K 0.03% 203
2024
Q3 		$369K Buy
2,167
+74
+4% +$12.7K 0.04% 204
2024
Q2 		$345K Buy
2,093
+105
+5% +$18.1K 0.04% 201
2024
Q1 		$348K Buy
1,988
+81
+4% +$13.6K 0.04% 201
2023
Q4 		$324K Sell
1,907
-193
-9% -$32K 0.05% 196
2023
Q3 		$356K Buy
2,100
+32
+2% +$5.81K 0.06% 192
2023
Q2 		$383K Buy
2,068
+330
+19% +$61.6K 0.05% 153
2023
Q1 		$317K Sell
1,738
-1,602
-48% -$280K 0.06% 193
2022
Q4 		$603K Buy
3,340
+723
+28% +$129K 0.13% 138
2022
Q3 		$427K Sell
2,617
-518
-17% -$89.3K 0.1% 144
2022
Q2 		$523K Buy
3,135
+421
+16% +$70.9K 0.1% 148
2022
Q1 		$454K Buy
2,714
+254
+10% +$42.6K 0.09% 163
2021
Q4 		$427K Buy
2,460
+240
+11% +$39.2K 0.08% 163
2021
Q3 		$334K Buy
2,220
+28
+1% +$4.33K 0.07% 166
2021
Q2 		$325K Sell
2,192
-9
-0.4% -$1.31K 0.07% 175
2021
Q1 		$311K Sell
2,201
-219
-9% -$30.1K 0.08% 181
2020
Q4 		$359K Sell
2,420
-495
-17% -$70.4K 0.1% 157
2020
Q3 		$404K Sell
2,915
-2,551
-47% -$347K 0.14% 107
2020
Q2 		$723K Buy
5,466
+190
+4% +$25K 0.27% 71
2020
Q1 		$634K Buy
5,276
+2,054
+64% +$278K 0.29% 68
2019
Q4 		$440K Sell
3,222
-400
-11% -$54.4K 0.18% 92
2019
Q3 		$496K Buy
3,622
+949
+36% +$126K 0.24% 73
2019
Q2 		$346K Buy
2,673
+471
+21% +$60.4K 0.19% 88
2019
Q1 		$270K Buy
2,202
+295
+15% +$33.6K 0.19% 96
2018
Q4 		$211K Buy
+1,907
New +$215K 0.19% 105

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 Investment Advisors's PEP Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in PepsiCo (PEP) in Q1 2026: 9,761 shares worth $1.52M. The stake represents 0.1% of the portfolio and ranks #99 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in PEP as recently as Q2 2025.

Strategic Investment Advisors first reported a position in PEP in Q4 2018 and has held it in 28 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Strategic Investment Advisors held 9,761 shares of PepsiCo worth $1.52M as of Q1 2026.
  • PepsiCo was a new Strategic Investment Advisors position in Q1 2026.
  • PepsiCo made up 0.1% of Strategic Investment Advisors's portfolio in Q1 2026, its #99 holding.
  • Strategic Investment Advisors first reported a position in PepsiCo in Q4 2018 and has held it in 28 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.