AIMZ Investment Advisors’s PepsiCo PEP Stock Holding History

AIMZ 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	$2.01M	Buy	12,915 +29	+0.2%	+$4.52K	0.62%	54
2025 Q4	$1.85M	Sell	12,886 -50	-0.4%	-$7.35K	0.53%	57
2025 Q3	$1.82M	Sell	12,936 -62	-0.5%	-$8.85K	0.57%	54
2025 Q2	$1.72M	Sell	12,998 -33	-0.3%	-$4.45K	0.57%	54
2025 Q1	$1.95M	Buy	13,031 +200	+2%	+$29.8K	0.68%	50
2024 Q4	$1.95M	Sell	12,831 -100	-0.8%	-$16.4K	0.68%	45
2024 Q3	$2.2M	Sell	12,931 -150	-1%	-$25.8K	0.75%	43
2024 Q2	$2.16M	Hold	13,081	–	–	0.77%	41
2024 Q1	$2.29M	Hold	13,081	–	–	0.85%	39
2023 Q4	$2.22M	Hold	13,081	–	–	0.9%	39
2023 Q3	$2.22M	Sell	13,081 -150	-1%	-$27.2K	0.99%	37
2023 Q2	$2.45M	Hold	13,231	–	–	1.05%	33
2023 Q1	$2.41M	Sell	13,231 -256	-2%	-$44.7K	1.08%	35
2022 Q4	$2.44M	Sell	13,487 -597	-4%	-$106K	1.15%	34
2022 Q3	$2.3M	Sell	14,084 -97	-0.7%	-$16.7K	1.16%	33
2022 Q2	$2.36M	Sell	14,181 -322	-2%	-$54.2K	1.13%	35
2022 Q1	$2.43M	Sell	14,503 -183	-1%	-$30.7K	1%	38
2021 Q4	$2.55M	Hold	14,686	–	–	0.99%	37
2021 Q3	$2.21M	Sell	14,686 -183	-1%	-$28.3K	1%	37
2021 Q2	$2.2M	Hold	14,869	–	–	0.99%	37
2021 Q1	$2.1M	Sell	14,869 -193	-1%	-$26.5K	1.03%	38
2020 Q4	$2.23M	Buy	15,062 +193	+1%	+$27.4K	1.17%	34
2020 Q3	$2.06M	Sell	14,869 -500	-3%	-$68K	1.23%	31
2020 Q2	$2.03M	Hold	15,369	–	–	1.32%	31
2020 Q1	$1.85M	Sell	15,369 -250	-2%	-$33.8K	1.43%	27
2019 Q4	$2.13M	Sell	15,619 -400	-2%	-$54.4K	1.38%	30
2019 Q3	$2.2M	Sell	16,019 -50	-0.3%	-$6.64K	1.51%	25
2019 Q2	$2.11M	Hold	16,069	–	–	1.45%	26
2019 Q1	$1.97M	Hold	16,069	–	–	1.35%	28
2018 Q4	$1.77M	Sell	16,069 -257	-2%	-$29K	1.37%	30
2018 Q3	$1.82M	Hold	16,326	–	–	1.17%	32
2018 Q2	$1.78M	Sell	16,326 -100	-0.6%	-$10.3K	1.26%	28
2018 Q1	$1.79M	Sell	16,426 -1	-0%	-$114	1.3%	29
2017 Q4	$1.97M	Hold	16,427	–	–	1.48%	24
2017 Q3	$1.83M	Hold	16,427	–	–	1.5%	22
2017 Q2	$1.9M	Hold	16,427	–	–	1.6%	19
2017 Q1	$1.84M	Hold	16,427	–	–	1.55%	20
2016 Q4	$1.72M	Sell	16,427 -133	-0.8%	-$13.9K	1.54%	23
2016 Q3	$1.8M	Buy	16,560 +50	+0.3%	+$5.39K	1.61%	21
2016 Q2	$1.75M	Sell	16,510 -17,685	-52%	-$1.82M	1.6%	23
2016 Q1	$3.38M	Buy	34,195 +16,910	+98%	+$1.67M	1.49%	21
2015 Q4	$1.73M	Sell	17,285 -200	-1%	-$20K	1.57%	21
2015 Q3	$1.65M	Hold	17,485	–	–	1.51%	22
2015 Q2	$1.63M	Hold	17,485	–	–	1.42%	24
2015 Q1	$1.67M	Sell	17,485 -150	-0.9%	-$14.5K	1.43%	23
2014 Q4	$1.67M	Buy	+17,635	New	+$1.69M	1.49%	24

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

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

AIMZ Investment Advisors increased its PepsiCo (PEP) stake by 0.23% in Q1 2026, buying an estimated $4.52K and bringing the position to 12,915 shares worth $2.01M. The position accounts for 0.62% of the portfolio, ranked #54.

AIMZ Investment Advisors first reported a position in PEP in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.38M in Q1 2016. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

AIMZ Investment Advisors held 12,915 shares of PepsiCo worth $2.01M as of Q1 2026.
AIMZ Investment Advisors bought 29 PepsiCo shares in Q1 2026, an estimated $4.52K.
PepsiCo made up 0.62% of AIMZ Investment Advisors's portfolio in Q1 2026, its #54 holding.
AIMZ Investment Advisors first reported a position in PepsiCo in Q4 2014 and has held it in 46 quarters since.
AIMZ Investment Advisors's PepsiCo position peaked at $3.38M in Q1 2016.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.