SEC 13F Intelligence

Clearstead Advisors, LLC / PEP

Clearstead Advisors, LLC’s Pepsico Inc Position

Does Clearstead Advisors, LLC own Pepsico Inc (PEP)? Yes — 223.5K shares worth $35M (+0.32% of its 13F portfolio) as of Q1 2026, up from 208.5K shares the prior filed quarter.

Position Value
$35M
Q1 2026
Shares
223.5K
% of Portfolio
+0.32%
Quarters Held
30
currently held

Position History PEP

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $10MQ3 ’19: $10MQ4 ’19: $10MQ4 ’19Q1 ’20: $9MQ2 ’20: $10MQ3 ’20: $10MQ4 ’20: $10MQ4 ’20Q1 ’21: $10MQ2 ’21: $11MQ3 ’21: $11MQ4 ’21: $13MQ4 ’21Q1 ’22: $12MQ2 ’22: $13MQ3 ’22: $13MQ4 ’22: $14MQ4 ’22Q1 ’23: $14MQ2 ’23: $15MQ3 ’23: $29MQ4 ’23: $14MQ4 ’23Q1 ’24: $15MQ2 ’24: $33MQ3 ’24: $34MQ4 ’24: $30MQ4 ’24Q1 ’25: $30MQ2 ’25: $27MQ3 ’25: $29MQ4 ’25: $30MQ4 ’25Q1 ’26: $35Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026223.5K$35M+0.32%
Q4 2025208.5K$30M+0.38%
Q3 2025206.4K$29M+0.38%
Q2 2025200.9K$27M+0.37%
Q1 2025196.9K$30M+0.46%
Q4 2024196.0K$30M+0.45%
Q3 2024199.0K$34M+0.52%
Q2 2024199.5K$33M+0.56%
Q1 202480.6K$15M+0.72%
Q4 202383.0K$14M+0.75%
Q3 2023168.4K$29M+0.83%
Q2 202379.6K$15M+0.89%
Q1 202378.9K$14M+1.05%
Q4 202277.7K$14M+1.10%
Q3 202277.8K$13M+1.17%
Q2 202277.8K$13M+1.01%
Q1 202274.6K$12M+0.85%
Q4 202176.7K$13M+0.91%
Q3 202176.0K$11M+0.85%
Q2 202172.1K$11M+0.82%
Q1 202172.6K$10M+0.86%
Q4 202069.8K$10M+0.94%
Q3 202071.5K$10M+1.06%
Q2 202074.6K$10M+1.14%
Q1 202073.0K$9M+1.28%
Q4 201975.0K$10M+1.24%
Q3 201972.0K$10M+1.32%
Q2 201973.3K$10M+1.28%
Q1 201971.8K$9M+1.21%
Q4 201875.0K$8M+1.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clearstead Advisors, LLC’s full portfolio or all institutional holders of PEP.