Anchor Investment Management’s PepsiCo PEP Stock Holding History

Anchor Investment Management’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	$3.56M	Buy	22,955 +4,260	+23%	+$664K	0.3%	89
2025 Q4	$2.68M	Sell	18,695 -536	-3%	-$78.8K	0.22%	117
2025 Q3	$2.7M	Sell	19,231 -2,254	-10%	-$322K	0.22%	116
2025 Q2	$2.84M	Sell	21,485 -577	-3%	-$77.7K	0.25%	109
2025 Q1	$3.31M	Buy	22,062 +1,919	+10%	+$286K	0.31%	88
2024 Q4	$3.06M	Sell	20,143 -3,844	-16%	-$630K	0.29%	95
2024 Q3	$4.08M	Sell	23,987 -2,372	-9%	-$408K	0.38%	68
2024 Q2	$4.35M	Buy	26,359 +3,923	+17%	+$677K	0.45%	57
2024 Q1	$3.93M	Sell	22,436 -2,223	-9%	-$374K	0.41%	67
2023 Q4	$4.19M	Buy	24,659 +1,438	+6%	+$238K	0.48%	56
2023 Q3	$3.93M	Hold	23,221	–	–	0.51%	52
2023 Q2	$4.3M	Buy	23,221 +656	+3%	+$122K	0.55%	50
2023 Q1	$4.11M	Buy	22,565 +85	+0.4%	+$14.9K	0.56%	50
2022 Q4	$4.06M	Buy	22,480 +1,183	+6%	+$211K	0.58%	45
2022 Q3	$3.48M	Buy	21,297 +170	+0.8%	+$29.3K	0.54%	50
2022 Q2	$3.52M	Sell	21,127 -192	-0.9%	-$32.3K	0.51%	52
2022 Q1	$3.57M	Sell	21,319 -1,528	-7%	-$257K	0.45%	62
2021 Q4	$3.97M	Sell	22,847 -405	-2%	-$66.2K	0.49%	59
2021 Q3	$3.5M	Sell	23,252 -234	-1%	-$36.2K	0.49%	61
2021 Q2	$3.48M	Sell	23,486 -242	-1%	-$35.3K	0.48%	63
2021 Q1	$3.36M	Buy	23,728 +1,584	+7%	+$217K	0.51%	57
2020 Q4	$3.28M	Buy	22,144 +94	+0.4%	+$13.4K	0.59%	51
2020 Q3	$3.06M	Sell	22,050 -222	-1%	-$30.2K	0.62%	46
2020 Q2	$2.95M	Sell	22,272 -862	-4%	-$114K	0.66%	45
2020 Q1	$2.78M	Sell	23,134 -624	-3%	-$84.3K	0.72%	39
2019 Q4	$3.25M	Buy	23,758 +306	+1%	+$41.6K	0.69%	38
2019 Q3	$3.22M	Sell	23,452 -325	-1%	-$43.2K	0.74%	29
2019 Q2	$3.12M	Sell	23,777 -61	-0.3%	-$7.82K	0.74%	32
2019 Q1	$2.92M	Sell	23,838 -107	-0.4%	-$12.2K	0.73%	31
2018 Q4	$2.65M	Sell	23,945 -3,048	-11%	-$344K	0.75%	27
2018 Q3	$3.02M	Sell	26,993 -981	-4%	-$111K	0.69%	35
2018 Q2	$3.05M	Buy	27,974 +213	+0.8%	+$22K	0.75%	29
2018 Q1	$3.03M	Buy	27,761 +20	+0.1%	+$2.27K	0.79%	27
2017 Q4	$3.33M	Buy	27,741 +571	+2%	+$65.2K	0.88%	20
2017 Q3	$3.03M	Sell	27,170 -253	-0.9%	-$29.2K	0.89%	23
2017 Q2	$3.17M	Sell	27,423 -323	-1%	-$37.1K	1.05%	18
2017 Q1	$3.1M	Buy	27,746 +1,820	+7%	+$195K	1.07%	17
2016 Q4	$2.71M	Sell	25,926 -13	-0.1%	-$1.36K	1.01%	21
2016 Q3	$2.82M	Buy	25,939 +543	+2%	+$58.5K	1.09%	18
2016 Q2	$2.69M	Sell	25,396 -47	-0.2%	-$4.85K	1.06%	18
2016 Q1	$2.61M	Buy	+25,443	New	+$2.51M	1.07%	17

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

Anchor Investment Management's PEP Position: Q1 2026 in Review

Anchor Investment Management increased its PepsiCo (PEP) stake by 23% in Q1 2026, buying an estimated $664K and bringing the position to 22,955 shares worth $3.56M. The position accounts for 0.3% of the portfolio, ranked #89.

Anchor Investment Management first reported a position in PEP in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.35M in Q2 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Anchor Investment Management held 22,955 shares of PepsiCo worth $3.56M as of Q1 2026.
Anchor Investment Management bought 4,260 PepsiCo shares in Q1 2026, an estimated $664K.
PepsiCo made up 0.3% of Anchor Investment Management's portfolio in Q1 2026, its #89 holding.
Anchor Investment Management first reported a position in PepsiCo in Q1 2016 and has held it in 41 quarters since.
Anchor Investment Management's PepsiCo position peaked at $4.35M in Q2 2024.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.