Betterment LLC’s PepsiCo PEP Stock Holding History

Betterment LLC’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	$257K	Buy	+1,654	New	+$258K	﹤0.01%	555

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

Betterment LLC's PEP Position: Q1 2026 in Review

Betterment LLC opened a new position in PepsiCo (PEP) in Q1 2026: 1,654 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings.

3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Betterment LLC held 1,654 shares of PepsiCo worth $257K as of Q1 2026.
PepsiCo was a new Betterment LLC position in Q1 2026.
PepsiCo made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #555 holding.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.