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Vickerman Investment Advisors’s PepsiCo PEP Stock Holding History

Vickerman 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
Q2 		$2.05M Sell
15,121
-4,519
-23% -$676K 0.4% 49
2026
Q1 		$3.05M Sell
19,640
-345
-2% -$53.8K 0.64% 42
2025
Q4 		$2.87M Sell
19,985
-6,016
-23% -$884K 0.57% 44
2025
Q3 		$3.65M Buy
26,001
+301
+1% +$43K 0.74% 39
2025
Q2 		$3.39M Buy
25,700
+4,014
+19% +$541K 0.73% 42
2025
Q1 		$3.25M Buy
21,686
+3,693
+21% +$550K 0.74% 39
2024
Q4 		$2.74M Sell
17,993
-19
-0.1% -$3.11K 0.74% 42
2024
Q3 		$3.06M Buy
18,012
+223
+1% +$38.3K 0.9% 41
2024
Q2 		$2.93M Buy
17,789
+25
+0.1% +$4.32K 0.94% 36
2024
Q1 		$3.11M Buy
17,764
+179
+1% +$30.1K 1% 34
2023
Q4 		$2.99M Buy
17,585
+567
+3% +$94K 1.02% 37
2023
Q3 		$2.88M Sell
17,018
-182
-1% -$33.1K 1.18% 31
2023
Q2 		$3.19M Sell
17,200
-37
-0.2% -$6.91K 1.24% 28
2023
Q1 		$3.14M Sell
17,237
-60
-0.3% -$10.5K 1.24% 29
2022
Q4 		$3.12M Buy
17,297
+409
+2% +$73K 1.42% 24
2022
Q3 		$2.76M Buy
16,888
+924
+6% +$159K 1.33% 24
2022
Q2 		$2.66M Buy
15,964
+1,052
+7% +$177K 1.26% 30
2022
Q1 		$2.54M Buy
14,912
+1,213
+9% +$204K 1.13% 32
2021
Q4 		$2.38M Buy
13,699
+9,809
+252% +$1.6M 0.96% 36
2021
Q3 		$585K Buy
+3,890
New +$602K 0.23% 64

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

Vickerman Investment Advisors's PEP Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its PepsiCo (PEP) stake by 23% in Q2 2026, selling an estimated $676K and leaving 15,121 shares worth $2.05M. The position accounts for 0.4% of the portfolio, ranked #49.

Vickerman Investment Advisors first reported a position in PEP in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.65M in Q3 2025. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Vickerman Investment Advisors held 15,121 shares of PepsiCo worth $2.05M as of Q2 2026.
  • Vickerman Investment Advisors sold 4,519 PepsiCo shares in Q2 2026, an estimated $676K.
  • PepsiCo made up 0.4% of Vickerman Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • Vickerman Investment Advisors first reported a position in PepsiCo in Q3 2021 and has held it in 20 quarters since.
  • Vickerman Investment Advisors's PepsiCo position peaked at $3.65M in Q3 2025.
  • 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.