SEC 13F Intelligence

Strategic Wealth Investment Group, LLC / PEP

Strategic Wealth Investment Group, LLC’s Pepsico Inc Position

Does Strategic Wealth Investment Group, LLC own Pepsico Inc (PEP)? Yes — 68.6K shares worth $11M (+1.35% of its 13F portfolio) as of Q1 2026, up from 68.1K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
68.6K
% of Portfolio
+1.35%
Quarters Held
9
currently held

Position History PEP

Reported value by quarter
Q4 ’23: $637,442Q4 ’23Q2 ’24: $7MQ3 ’24: $10MQ3 ’24Q4 ’24: $9MQ1 ’25: $953,267Q1 ’25Q2 ’25: $918,070Q3 ’25: $14MQ3 ’25Q4 ’25: $10MQ1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202668.6K$11M+1.35%
Q4 202568.1K$10M+1.20%
Q3 202596.2K$14M+1.14%
Q2 20257.0K$918,070+1.33%
Q1 20256.4K$953,267+1.66%
Q4 202490.9K$9M+0.34%
Q3 202458.8K$10M+1.08%
Q2 202442.6K$7M+0.88%
Q4 20233.8K$637,442+0.10%

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