Analyst IMS Investment Management Services’s PepsiCo PEP Stock Holding History

Analyst IMS Investment Management Services’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	$546K	Buy	+3,513	New	+$547K	0.02%	108
2025 Q4	–	Sell	-8,945	Closed	-$1.26M	–	133
2025 Q3	$1.26M	Hold	8,945	–	–	0.04%	73
2025 Q2	$1.18M	Hold	8,945	–	–	0.04%	81
2025 Q1	$1.34M	Sell	8,945 -8,608	-49%	-$1.28M	0.05%	75
2024 Q4	$2.67M	Buy	17,553 +1,557	+10%	+$255K	0.1%	48
2024 Q3	$2.72M	Buy	15,996 +4,992	+45%	+$858K	0.1%	42
2024 Q2	$1.81M	Buy	11,004 +1,448	+15%	+$250K	0.07%	50
2024 Q1	$1.67M	Buy	9,556 +355	+4%	+$59.8K	0.07%	50
2023 Q4	$1.56M	Hold	9,201	–	–	0.08%	45
2023 Q3	$1.56M	Buy	9,201 +47	+0.5%	+$8.54K	0.1%	42
2023 Q2	$1.68M	Buy	9,154 +1	+0%	+$187	0.11%	37
2023 Q1	$1.66M	Sell	9,153 -317	-3%	-$55.4K	0.13%	33
2022 Q4	$1.72M	Sell	9,470 -42	-0.4%	-$7.49K	0.15%	35
2022 Q3	$1.58M	Sell	9,512 -338	-3%	-$58.2K	0.15%	35
2022 Q2	$1.64M	Sell	9,850 -1,400	-12%	-$236K	0.16%	39
2022 Q1	$1.88M	Sell	11,250 -2,690	-19%	-$452K	0.17%	40
2021 Q4	$2.41M	Sell	13,940 -950	-6%	-$155K	0.23%	39
2021 Q3	$2.24M	Sell	14,890 -120	-0.8%	-$18.6K	0.28%	40
2021 Q2	$2.22M	Sell	15,010 -20	-0.1%	-$2.91K	0.27%	43
2021 Q1	$2.13M	Sell	15,030 -460	-3%	-$63.1K	0.28%	41
2020 Q4	$2.3M	Buy	15,490 +430	+3%	+$61.1K	0.38%	33
2020 Q3	$2.09M	Buy	15,060 +3,700	+33%	+$503K	0.43%	31
2020 Q2	$1.5M	Buy	11,360 +2,600	+30%	+$343K	0.35%	34
2020 Q1	$1.05M	Buy	8,760 +4,927	+129%	+$666K	0.34%	38
2019 Q4	$524K	Sell	3,833 -300	-7%	-$40.8K	0.14%	77
2019 Q3	$561K	Sell	4,133 -340	-8%	-$45.2K	0.17%	65
2019 Q2	$587K	Sell	4,473 -1,000	-18%	-$128K	0.18%	67
2019 Q1	$671K	Sell	5,473 -1,193	-18%	-$136K	0.21%	63
2018 Q4	$736	Buy	6,666 +799	+14%	+$90.1K	0.12%	60
2018 Q3	$654	Sell	5,867 -3,038	-34%	-$344K	0.1%	73
2018 Q2	$964K	Sell	8,905 -1,071	-11%	-$111K	0.29%	57
2018 Q1	$1.06M	Buy	9,976 +1,007	+11%	+$115K	0.33%	56
2017 Q4	$1.08M	Sell	8,969 -414	-4%	-$47.3K	0.33%	59
2017 Q3	$1.04M	Sell	9,383 -542	-5%	-$62.6K	0.34%	61
2017 Q2	$1.15M	Sell	9,925 -746	-7%	-$85.6K	0.41%	56
2017 Q1	$1.2M	Sell	10,671 -452	-4%	-$48.5K	0.47%	49
2016 Q4	$1.16M	Sell	11,123 -166	-1%	-$17.4K	0.51%	48
2016 Q3	$1.23M	Sell	11,289 -570	-5%	-$61.4K	0.52%	44
2016 Q2	$1.26M	Sell	11,859 -750	-6%	-$77.4K	0.53%	42
2016 Q1	$1.29M	Sell	12,609 -1,132	-8%	-$112K	0.56%	45
2015 Q4	$1.37M	Sell	13,741 -3,121	-19%	-$311K	0.57%	50
2015 Q3	$1.59M	Sell	16,862 -986	-6%	-$93.8K	0.67%	43
2015 Q2	$1.67M	Buy	17,848 +94	+0.5%	+$8.98K	0.65%	47
2015 Q1	$1.7M	Buy	17,754 +4,100	+30%	+$397K	0.66%	44
2014 Q4	$1.29M	Buy	+13,654	New	+$1.31M	0.5%	55

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

Analyst IMS Investment Management Services's PEP Position: Q1 2026 in Review

Analyst IMS Investment Management Services opened a new position in PepsiCo (PEP) in Q1 2026: 3,513 shares worth $546K. The stake represents 0.02% of the portfolio and ranks #108 among its holdings. This is a return to the name: Analyst IMS Investment Management Services previously reported a position in PEP as recently as Q3 2025.

Analyst IMS Investment Management Services first reported a position in PEP in Q4 2014 and has held it in 45 quarters since. The position peaked at $2.72M in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Analyst IMS Investment Management Services held 3,513 shares of PepsiCo worth $546K as of Q1 2026.
PepsiCo was a new Analyst IMS Investment Management Services position in Q1 2026.
PepsiCo made up 0.02% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #108 holding.
Analyst IMS Investment Management Services first reported a position in PepsiCo in Q4 2014 and has held it in 45 quarters since.
Analyst IMS Investment Management Services's PepsiCo position peaked at $2.72M in Q3 2024.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.