UP Strategic Wealth Investment Advisors’s PepsiCo PEP Stock Holding History

UP Strategic Wealth 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	$200K	Buy	1,281 +14	+1%	+$2.18K	0.13%	95
2025 Q4	$216K	Buy	+1,267	New	+$186K	0.16%	83
2025 Q3	–	Sell	-3,041	Closed	-$402K	–	97
2025 Q2	$402K	Sell	3,041 -1,293	-30%	-$174K	0.31%	51
2025 Q1	$650K	Buy	4,334 +1,293	+43%	+$192K	0.58%	32
2024 Q4	$462K	Sell	3,041 -276	-8%	-$45.2K	0.46%	39
2024 Q3	$564K	Buy	3,317 +341	+11%	+$58.6K	0.63%	29
2024 Q2	$491K	Buy	2,976 +25	+0.8%	+$4.32K	0.74%	29
2024 Q1	$516K	Hold	2,951	–	–	0.85%	27
2023 Q4	$501K	Buy	+2,951	New	+$489K	0.91%	23

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

UP Strategic Wealth Investment Advisors's PEP Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its PepsiCo (PEP) stake by 1.1% in Q1 2026, buying an estimated $2.18K and bringing the position to 1,281 shares worth $200K. The position accounts for 0.13% of the portfolio, ranked #95.

UP Strategic Wealth Investment Advisors first reported a position in PEP in Q4 2023 and has held it in 9 quarters since. The position peaked at $650K in Q1 2025. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

UP Strategic Wealth Investment Advisors held 1,281 shares of PepsiCo worth $200K as of Q1 2026.
UP Strategic Wealth Investment Advisors bought 14 PepsiCo shares in Q1 2026, an estimated $2.18K.
PepsiCo made up 0.13% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #95 holding.
UP Strategic Wealth Investment Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 9 quarters since.
UP Strategic Wealth Investment Advisors's PepsiCo position peaked at $650K in Q1 2025.
3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.