Berkshire Money Management’s PepsiCo PEP Stock Holding History

Berkshire Money 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	–	Sell	-1,442	Closed	-$207K	–	103
2025 Q4	$207K	Buy	+1,442	New	+$212K	0.02%	126
2025 Q3	–	Sell	-1,557	Closed	-$206K	–	106
2025 Q2	$206K	Hold	1,557	–	–	0.02%	101
2025 Q1	$233K	Buy	+1,557	New	+$232K	0.03%	90
2024 Q2	–	Sell	-1,373	Closed	-$240K	–	68
2024 Q1	$240K	Buy	+1,373	New	+$231K	0.03%	76

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

Berkshire Money Management's PEP Position: Q1 2026 in Review

Berkshire Money Management sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 1,442 shares — an estimated $207K sold.

Berkshire Money Management first reported a position in PEP in Q1 2024 and held it in 4 quarters. The position peaked at $240K in Q1 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Berkshire Money Management reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 1,442 PepsiCo shares in Q1 2026, an estimated $207K.
Berkshire Money Management first reported a position in PepsiCo in Q1 2024 and held it in 4 quarters.
Berkshire Money Management's PepsiCo position peaked at $240K in Q1 2024.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.