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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

World Investment Advisors's PEP Position: Q1 2026 in Review

World Investment Advisors increased its PepsiCo (PEP) stake by 1.7% in Q1 2026, buying an estimated $145K and bringing the position to 56,391 shares worth $8.76M. The position accounts for 0.14% of the portfolio, ranked #165.

World Investment Advisors first reported a position in PEP in Q4 2018 and has held it in 13 quarters since. The position peaked at $12M in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

World Investment Advisors held 56,391 shares of PepsiCo worth $8.76M as of Q1 2026.
World Investment Advisors bought 931 PepsiCo shares in Q1 2026, an estimated $145K.
PepsiCo made up 0.14% of World Investment Advisors's portfolio in Q1 2026, its #165 holding.
World Investment Advisors first reported a position in PepsiCo in Q4 2018 and has held it in 13 quarters since.
World Investment Advisors's PepsiCo position peaked at $12M in Q3 2024.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.