VA
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VestGen Advisors’s PepsiCo PEP Stock Holding History

VestGen 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 		$3.22M Buy
21,235
+10,755
+103% +$1.68M 0.09% 210
2025
Q4 		$1.5M Sell
10,480
-4,484
-30% -$659K 0.06% 286
2025
Q3 		$2.1M Buy
14,964
+2,664
+22% +$380K 0.07% 241
2025
Q2 		$1.66M Buy
12,300
+256
+2% +$34.5K 0.07% 243
2025
Q1 		$1.81M Buy
+12,044
New +$1.79M 0.08% 220

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

VestGen Advisors's PEP Position: Q1 2026 in Review

VestGen Advisors increased its PepsiCo (PEP) stake by 103% in Q1 2026, buying an estimated $1.68M and bringing the position to 21,235 shares worth $3.22M. The position accounts for 0.09% of the portfolio, ranked #210.

VestGen Advisors first reported a position in PEP in Q1 2025 and has held it in 5 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • VestGen Advisors held 21,235 shares of PepsiCo worth $3.22M as of Q1 2026.
  • VestGen Advisors bought 10,755 PepsiCo shares in Q1 2026, an estimated $1.68M.
  • PepsiCo made up 0.09% of VestGen Advisors's portfolio in Q1 2026, its #210 holding.
  • VestGen Advisors first reported a position in PepsiCo in Q1 2025 and has held it in 5 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.