Berman McAleer’s PepsiCo PEP Stock Holding History

Berman McAleer’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	-2,956	Closed	-$424K	–	168
2025 Q4	$424K	Buy	2,956 +683	+30%	+$100K	0.06%	105
2025 Q3	$319K	Buy	+2,273	New	+$325K	0.04%	122

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Berman McAleer's PEP Position: Q1 2026 in Review

Berman McAleer sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 2,956 shares — an estimated $424K sold.

Berman McAleer first reported a position in PEP in Q3 2025 and held it in 2 quarters. The position peaked at $424K in Q4 2025. 3,553 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Berman McAleer reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Berman McAleer sold 2,956 PepsiCo shares in Q1 2026, an estimated $424K.
Berman McAleer first reported a position in PepsiCo in Q3 2025 and held it in 2 quarters.
Berman McAleer's PepsiCo position peaked at $424K in Q4 2025.
3,553 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Berman McAleer's 13F filing for Q1 2026, filed 17 Apr 2026.