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Bare Financial Services’s PepsiCo PEP Stock Holding History

Bare Financial 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 		$21.7K Buy
140
+20
+17% +$3.12K 0.01% 131
2025
Q4 		$17.2K Sell
120
-9
-7% -$1.32K ﹤0.01% 140
2025
Q3 		$18.1K Buy
129
+16
+14% +$2.29K 0.01% 131
2025
Q2 		$14.9K Buy
113
+104
+1,156% +$14K 0.01% 129
2025
Q1 		$1.35K Buy
+9
New +$1.34K ﹤0.01% 450

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

Bare Financial Services's PEP Position: Q1 2026 in Review

Bare Financial Services increased its PepsiCo (PEP) stake by 17% in Q1 2026, buying an estimated $3.12K and bringing the position to 140 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #131.

Bare Financial Services first reported a position in PEP in Q1 2025 and has held it in 5 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Bare Financial Services held 140 shares of PepsiCo worth $21.7K as of Q1 2026.
  • Bare Financial Services bought 20 PepsiCo shares in Q1 2026, an estimated $3.12K.
  • PepsiCo made up 0.01% of Bare Financial Services's portfolio in Q1 2026, its #131 holding.
  • Bare Financial Services first reported a position in PepsiCo in Q1 2025 and has held it in 5 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.