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 Q2	$1.89M	Sell	13,980 -1,455	-9%	-$218K	0.36%	61
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

3Chopt Investment Partners's PEP Position: Q2 2026 in Review

3Chopt Investment Partners reduced its PepsiCo (PEP) stake by 9.4% in Q2 2026, selling an estimated $218K and leaving 13,980 shares worth $1.89M. The position accounts for 0.36% of the portfolio, ranked #61.

3Chopt Investment Partners first reported a position in PEP in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.4M in Q1 2026. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

3Chopt Investment Partners held 13,980 shares of PepsiCo worth $1.89M as of Q2 2026.
3Chopt Investment Partners sold 1,455 PepsiCo shares in Q2 2026, an estimated $218K.
PepsiCo made up 0.36% of 3Chopt Investment Partners's portfolio in Q2 2026, its #61 holding.
3Chopt Investment Partners first reported a position in PepsiCo in Q4 2022 and has held it in 13 quarters since.
3Chopt Investment Partners's PepsiCo position peaked at $2.4M in Q1 2026.
3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.