3IP
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3Chopt Investment Partners’s PepsiCo PEP Stock Holding History

3Chopt Investment Partners’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 		$2.4M Buy
15,435
+574
+4% +$89.4K 0.55% 46
2025
Q4 		$2.15M Buy
14,861
+887
+6% +$130K 0.48% 50
2025
Q3 		$1.96M Buy
13,974
+63
+0.5% +$9K 0.45% 55
2025
Q2 		$1.84M Sell
13,911
-258
-2% -$34.8K 0.44% 58
2025
Q1 		$2.12M Buy
14,169
+2,235
+19% +$333K 0.56% 47
2024
Q4 		$1.83M Sell
11,934
-779
-6% -$128K 0.63% 46
2024
Q3 		$2.16M Sell
12,713
-168
-1% -$28.9K 0.77% 40
2024
Q2 		$2.12M Buy
12,881
+218
+2% +$37.6K 0.65% 41
2024
Q1 		$2.23M Buy
12,663
+104
+0.8% +$17.5K 0.92% 38
2023
Q4 		$2.15M Buy
+12,559
New +$2.08M 0.79% 36
2023
Q2 		– Sell
-9,557
Closed -$1.74M – 143
2023
Q1 		$1.74M Buy
9,557
+1,754
+22% +$307K 0.93% 36
2022
Q4 		$1.42M Buy
+7,803
New +$1.39M 0.78% 44

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

3Chopt Investment Partners's PEP Position: Q1 2026 in Review

3Chopt Investment Partners increased its PepsiCo (PEP) stake by 3.9% in Q1 2026, buying an estimated $89.4K and bringing the position to 15,435 shares worth $2.4M. The position accounts for 0.55% of the portfolio, ranked #46.

3Chopt Investment Partners first reported a position in PEP in Q4 2022 and has held it in 12 quarters since. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • 3Chopt Investment Partners held 15,435 shares of PepsiCo worth $2.4M as of Q1 2026.
  • 3Chopt Investment Partners bought 574 PepsiCo shares in Q1 2026, an estimated $89.4K.
  • PepsiCo made up 0.55% of 3Chopt Investment Partners's portfolio in Q1 2026, its #46 holding.
  • 3Chopt Investment Partners first reported a position in PepsiCo in Q4 2022 and has held it in 12 quarters since.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.