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Tandem Investment Advisors’s PepsiCo PEP Stock Holding History

Tandem 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 		$26.2M Buy
+193,158
New +$28.9M 1.75% 27
2025
Q4 		– Sell
-2,112
Closed -$297K – 86
2025
Q3 		$297K Buy
+2,112
New +$302K 0.01% 65
2025
Q1 		– Sell
-1,635
Closed -$249K – 84
2024
Q4 		$249K Buy
1,635
+118
+8% +$19.3K 0.01% 68
2024
Q3 		$258K Buy
1,517
+71
+5% +$12.2K 0.01% 71
2024
Q2 		$239K Sell
1,446
-165
-10% -$28.5K 0.01% 73
2024
Q1 		$282K Buy
+1,611
New +$271K 0.01% 67
2022
Q1 		– Sell
-1,834
Closed -$319K – 81
2021
Q4 		$319K Buy
1,834
+113
+7% +$18.5K 0.02% 64
2021
Q3 		$259K Sell
1,721
-73
-4% -$11.3K 0.02% 63
2021
Q2 		$266K Sell
1,794
-263
-13% -$38.3K 0.02% 62
2021
Q1 		$291K Sell
2,057
-277
-12% -$38K 0.03% 60
2020
Q4 		$346K Buy
2,334
+182
+8% +$25.9K 0.04% 55
2020
Q3 		$298K Sell
2,152
-118
-5% -$16.1K 0.04% 57
2020
Q2 		$300K Buy
+2,270
New +$299K 0.04% 56
2020
Q1 		– Sell
-1,571
Closed -$215K – 70
2019
Q4 		$215K Sell
1,571
-32
-2% -$4.36K 0.04% 63
2019
Q3 		$220K Sell
1,603
-218
-12% -$29K 0.04% 60
2019
Q2 		$239K Sell
1,821
-109
-6% -$14K 0.05% 58
2019
Q1 		$237K Buy
+1,930
New +$220K 0.05% 64

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 $3.37T AUM 44.26% 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

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

Tandem Investment Advisors opened a new position in PepsiCo (PEP) in Q2 2026: 193,158 shares worth $26.2M. The stake represents 1.75% of the portfolio and ranks #27 among its holdings. This is a return to the name: Tandem Investment Advisors previously reported a position in PEP as recently as Q3 2025.

Tandem Investment Advisors first reported a position in PEP in Q1 2019 and has held it in 17 quarters since. 3,398 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Tandem Investment Advisors held 193,158 shares of PepsiCo worth $26.2M as of Q2 2026.
  • PepsiCo was a new Tandem Investment Advisors position in Q2 2026.
  • PepsiCo made up 1.75% of Tandem Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Tandem Investment Advisors first reported a position in PepsiCo in Q1 2019 and has held it in 17 quarters since.
  • 3,398 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.