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Torrey Growth & Income Advisors’s PepsiCo PEP Stock Holding History

Torrey Growth & Income 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 		$410K Buy
3,012
+2
+0.1% +$299 0.14% 76
2026
Q1 		$468K Hold
3,010
– – 0.2% 64
2025
Q4 		$432K Buy
3,010
+202
+7% +$29.7K 0.15% 69
2025
Q3 		$394K Buy
+2,808
New +$401K 0.12% 82

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

Torrey Growth & Income Advisors's PEP Position: Q2 2026 in Review

Torrey Growth & Income Advisors increased its PepsiCo (PEP) stake by 0.07% in Q2 2026, buying an estimated $299 and bringing the position to 3,012 shares worth $410K. The position accounts for 0.14% of the portfolio, ranked #76.

Torrey Growth & Income Advisors first reported a position in PEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $468K in Q1 2026. 3,400 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Torrey Growth & Income Advisors held 3,012 shares of PepsiCo worth $410K as of Q2 2026.
  • Torrey Growth & Income Advisors bought 2 PepsiCo shares in Q2 2026, an estimated $299.
  • PepsiCo made up 0.14% of Torrey Growth & Income Advisors's portfolio in Q2 2026, its #76 holding.
  • Torrey Growth & Income Advisors first reported a position in PepsiCo in Q3 2025 and has held it in 4 quarters since.
  • Torrey Growth & Income Advisors's PepsiCo position peaked at $468K in Q1 2026.
  • 3,400 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Torrey Growth & Income Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.