Bolthouse Investments’s PepsiCo PEP Stock Holding History

Bolthouse 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	$445K	Hold	2,862	–	–	0.4%	47
2025 Q4	$411K	Hold	2,862	–	–	0.37%	51
2025 Q3	$402K	Hold	2,862	–	–	0.36%	50
2025 Q2	$378K	Sell	2,862 -1,256	-31%	-$169K	0.37%	53
2025 Q1	$618K	Hold	4,118	–	–	0.64%	34
2024 Q4	$626K	Buy	+4,118	New	+$675K	0.58%	36

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

Bolthouse Investments's PEP Position: Q1 2026 in Review

Bolthouse Investments held its PepsiCo (PEP) position steady in Q1 2026 at 2,862 shares worth $445K. The position accounts for 0.4% of the portfolio, ranked #47.

Bolthouse Investments first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $626K in Q4 2024. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Bolthouse Investments held 2,862 shares of PepsiCo worth $445K as of Q1 2026.
Bolthouse Investments left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up 0.4% of Bolthouse Investments's portfolio in Q1 2026, its #47 holding.
Bolthouse Investments first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
Bolthouse Investments's PepsiCo position peaked at $626K in Q4 2024.
3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.