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AXS Investments’s PepsiCo PEP Stock Holding History

AXS Investments’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 		$148K Sell
953
-444
-32% -$69.2K 0.06% 126
2025
Q4 		$200K Sell
1,397
-252
-15% -$37K 0.07% 131
2025
Q3 		$232K Buy
+1,649
New +$235K 0.07% 124
2025
Q2 		– Sell
-1,543
Closed -$231K – 199
2025
Q1 		$231K Sell
1,543
-259
-14% -$38.5K 0.06% 201
2024
Q4 		$274K Sell
1,802
-13
-0.7% -$2.13K 0.08% 207
2024
Q3 		$309K Sell
1,815
-352
-16% -$60.5K 0.08% 210
2024
Q2 		$357K Sell
2,167
-106
-5% -$18.3K 0.1% 208
2024
Q1 		$398K Buy
2,273
+138
+6% +$23.2K 0.1% 234
2023
Q4 		$363K Sell
2,135
-267
-11% -$44.3K 0.09% 247
2023
Q3 		$407K Sell
2,402
-904
-27% -$164K 0.11% 225
2023
Q2 		$612K Sell
3,306
-471
-12% -$87.9K 0.16% 197
2023
Q1 		$689K Sell
3,777
-2,426
-39% -$424K 0.23% 151
2022
Q4 		$1.12M Buy
6,203
+62
+1% +$11.1K 0.4% 84
2022
Q3 		$1M Buy
6,141
+624
+11% +$108K 0.39% 77
2022
Q2 		$919K Sell
5,517
-919
-14% -$155K 0.33% 118
2022
Q1 		$1.08M Sell
6,436
-1,640
-20% -$275K 0.43% 62
2021
Q4 		$1.4M Buy
+8,076
New +$1.32M 0.33% 63
2021
Q3 		– Sell
-10,304
Closed -$1.53M – 188
2021
Q2 		$1.53M Buy
10,304
+1,918
+23% +$279K 0.47% 60
2021
Q1 		$1.19M Buy
+8,386
New +$1.15M 0.42% 60

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

AXS Investments's PEP Position: Q1 2026 in Review

AXS Investments reduced its PepsiCo (PEP) stake by 32% in Q1 2026, selling an estimated $69.2K and leaving 953 shares worth $148K. The position accounts for 0.06% of the portfolio, ranked #126.

AXS Investments first reported a position in PEP in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.53M in Q2 2021. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • AXS Investments held 953 shares of PepsiCo worth $148K as of Q1 2026.
  • AXS Investments sold 444 PepsiCo shares in Q1 2026, an estimated $69.2K.
  • PepsiCo made up 0.06% of AXS Investments's portfolio in Q1 2026, its #126 holding.
  • AXS Investments first reported a position in PepsiCo in Q1 2021 and has held it in 19 quarters since.
  • AXS Investments's PepsiCo position peaked at $1.53M in Q2 2021.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.