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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
Q2 		$1.15M Sell
8,485
-1,276
-13% -$191K 0.07% 139
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Investment Advisors's PEP Position: Q2 2026 in Review

Strategic Investment Advisors reduced its PepsiCo (PEP) stake by 13% in Q2 2026, selling an estimated $191K and leaving 8,485 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #139.

Strategic Investment Advisors first reported a position in PEP in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.52M in Q1 2026. 3,420 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Strategic Investment Advisors held 8,485 shares of PepsiCo worth $1.15M as of Q2 2026.
  • Strategic Investment Advisors sold 1,276 PepsiCo shares in Q2 2026, an estimated $191K.
  • PepsiCo made up 0.07% of Strategic Investment Advisors's portfolio in Q2 2026, its #139 holding.
  • Strategic Investment Advisors first reported a position in PepsiCo in Q4 2018 and has held it in 29 quarters since.
  • Strategic Investment Advisors's PepsiCo position peaked at $1.52M in Q1 2026.
  • 3,420 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.