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World Investment Advisors’s PepsiCo PEP Stock Holding History

World 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 		$8.12M Sell
52,463
-3,928
-7% -$587K 0.13% 177
2026
Q1 		$8.76M Buy
56,391
+931
+2% +$145K 0.14% 165
2025
Q4 		$7.96M Buy
55,460
+6,830
+14% +$1M 0.13% 182
2025
Q3 		$6.83M Buy
48,630
+1,412
+3% +$202K 0.14% 169
2025
Q2 		$6.23M Sell
47,218
-30,687
-39% -$4.13M 0.14% 166
2025
Q1 		$11.7M Buy
77,905
+4,089
+6% +$609K 0.3% 71
2024
Q4 		$11.2M Buy
73,816
+3,210
+5% +$526K 0.31% 67
2024
Q3 		$12M Buy
70,606
+8,991
+15% +$1.54M 0.38% 58
2024
Q2 		$10.2M Buy
61,615
+49,284
+400% +$8.51M 0.63% 29
2024
Q1 		$3.38M Sell
12,331
-7,887
-39% -$1.33M 0.48% 51
2023
Q4 		$3.43M Buy
20,218
+18,981
+1,534% +$3.15M 0.45% 48
2023
Q3 		$210K Buy
+1,237
New +$225K 0.04% 246
2019
Q4 		– Sell
-1,464
Closed -$201K – 175
2019
Q3 		$201K Buy
+1,464
New +$194K 0.09% 139
2019
Q1 		– Sell
-3,964
Closed -$451K – 147
2018
Q4 		$451K Buy
+3,964
New +$447K 0.2% 75

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 $3.38T AUM 44.17% 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

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

World Investment Advisors reduced its PepsiCo (PEP) stake by 7% in Q2 2026, selling an estimated $587K and leaving 52,463 shares worth $8.12M. The position accounts for 0.13% of the portfolio, ranked #177.

World Investment Advisors first reported a position in PEP in Q4 2018 and has held it in 14 quarters since. The position peaked at $12M in Q3 2024. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • World Investment Advisors held 52,463 shares of PepsiCo worth $8.12M as of Q2 2026.
  • World Investment Advisors sold 3,928 PepsiCo shares in Q2 2026, an estimated $587K.
  • PepsiCo made up 0.13% of World Investment Advisors's portfolio in Q2 2026, its #177 holding.
  • World Investment Advisors first reported a position in PepsiCo in Q4 2018 and has held it in 14 quarters since.
  • World Investment Advisors's PepsiCo position peaked at $12M in Q3 2024.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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