VestGen Advisors
PEP icon

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
Q3 		$1.8M Sell
14,228
-1,798
-11% -$248K 0.06% 311
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

VestGen Advisors's PEP Position: Q3 2026 in Review

VestGen Advisors reduced its PepsiCo (PEP) stake by 11% in Q3 2026, selling an estimated $248K and leaving 14,228 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #311.

VestGen Advisors first reported a position in PEP in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.22M in Q1 2026. 2,349 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • VestGen Advisors held 14,228 shares of PepsiCo worth $1.8M as of Q3 2026.
  • VestGen Advisors sold 1,798 PepsiCo shares in Q3 2026, an estimated $248K.
  • PepsiCo made up 0.06% of VestGen Advisors's portfolio in Q3 2026, its #311 holding.
  • VestGen Advisors first reported a position in PepsiCo in Q1 2025 and has held it in 7 quarters since.
  • VestGen Advisors's PepsiCo position peaked at $3.22M in Q1 2026.
  • 2,349 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.