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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
Q2 		$2.17M Sell
16,026
-5,209
-25% -$779K 0.06% 286
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 $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

VestGen Advisors's PEP Position: Q2 2026 in Review

VestGen Advisors reduced its PepsiCo (PEP) stake by 25% in Q2 2026, selling an estimated $779K and leaving 16,026 shares worth $2.17M. The position accounts for 0.06% of the portfolio, ranked #286.

VestGen Advisors first reported a position in PEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.22M in Q1 2026. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • VestGen Advisors held 16,026 shares of PepsiCo worth $2.17M as of Q2 2026.
  • VestGen Advisors sold 5,209 PepsiCo shares in Q2 2026, an estimated $779K.
  • PepsiCo made up 0.06% of VestGen Advisors's portfolio in Q2 2026, its #286 holding.
  • VestGen Advisors first reported a position in PepsiCo in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's PepsiCo position peaked at $3.22M in Q1 2026.
  • 3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.