BRM
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Boston Research & Management’s PepsiCo PEP Stock Holding History

Boston Research & 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 		$5.24M Sell
33,749
-210
-0.6% -$32.7K 1.24% 36
2025
Q4 		$4.87M Sell
33,959
-2,022
-6% -$297K 1.12% 39
2025
Q3 		$5.05M Sell
35,981
-469
-1% -$67K 1.11% 39
2025
Q2 		$4.81M Buy
36,450
+1,383
+4% +$186K 1.15% 39
2025
Q1 		$5.26M Buy
35,067
+149
+0.4% +$22.2K 1.31% 32
2024
Q4 		$5.31M Buy
34,918
+710
+2% +$116K 1.3% 32
2024
Q3 		$5.82M Buy
34,208
+1,740
+5% +$299K 1.37% 30
2024
Q2 		$5.36M Buy
32,468
+721
+2% +$124K 1.35% 28
2024
Q1 		$5.56M Buy
31,747
+671
+2% +$113K 1.37% 27
2023
Q4 		$5.28M Buy
31,076
+1,866
+6% +$309K 1.4% 29
2023
Q3 		$4.95M Buy
29,210
+240
+0.8% +$43.6K 1.46% 25
2023
Q2 		$5.37M Sell
28,970
-55
-0.2% -$10.3K 1.52% 23
2023
Q1 		$5.29M Buy
29,025
+279
+1% +$48.8K 1.58% 21
2022
Q4 		$5.19M Buy
28,746
+5
+0% +$892 1.61% 22
2022
Q3 		$4.69M Hold
28,741
– – 1.6% 23
2022
Q2 		$4.79M Sell
28,741
-293
-1% -$49.3K 1.55% 27
2022
Q1 		$4.86M Sell
29,034
-8,914
-23% -$1.5M 1.41% 28
2021
Q4 		$6.59M Hold
37,948
– – 1.8% 21
2021
Q3 		$5.71M Sell
37,948
-115
-0.3% -$17.8K 1.7% 23
2021
Q2 		$5.64M Buy
38,063
+385
+1% +$56.1K 1.71% 24
2021
Q1 		$5.33M Buy
37,678
+1,378
+4% +$189K 1.72% 25
2020
Q4 		$5.38M Buy
36,300
+167
+0.5% +$23.7K 1.87% 20
2020
Q3 		$5.01M Sell
36,133
-761
-2% -$104K 1.96% 16
2020
Q2 		$4.88M Buy
36,894
+233
+0.6% +$30.7K 2.03% 15
2020
Q1 		$4.4M Sell
36,661
-1,782
-5% -$241K 2.21% 13
2019
Q4 		$5.25M Buy
38,443
+435
+1% +$59.2K 1.97% 14
2019
Q3 		$5.21M Buy
38,008
+350
+0.9% +$46.5K 2.06% 14
2019
Q2 		$4.94M Sell
37,658
-70
-0.2% -$8.97K 2% 15
2019
Q1 		$4.62M Sell
37,728
-270
-0.7% -$30.8K 1.93% 15
2018
Q4 		$4.2M Buy
37,998
+2,090
+6% +$236K 2% 16
2018
Q3 		$4.01M Buy
35,908
+140
+0.4% +$15.9K 1.83% 21
2018
Q2 		$3.89M Buy
35,768
+1,515
+4% +$156K 1.92% 15
2018
Q1 		$3.74M Buy
34,253
+135
+0.4% +$15.4K 1.9% 19
2017
Q4 		$4.09M Sell
34,118
-890
-3% -$102K 2.05% 16
2017
Q3 		$3.9M Buy
35,008
+327
+0.9% +$37.8K 1.99% 14
2017
Q2 		$4M Sell
34,681
-520
-1% -$59.7K 2.17% 7
2017
Q1 		$3.94M Sell
35,201
-355
-1% -$38.1K 2.14% 6
2016
Q4 		$3.72M Sell
35,556
-200
-0.6% -$20.9K 2.12% 10
2016
Q3 		$3.89M Sell
35,756
-175
-0.5% -$18.9K 2.25% 4
2016
Q2 		$3.81M Sell
35,931
-280
-0.8% -$28.9K 2.31% 6
2016
Q1 		$3.71M Sell
36,211
-80
-0.2% -$7.9K 2.31% 6
2015
Q4 		$3.63M Sell
36,291
-392
-1% -$39.1K 2.25% 6
2015
Q3 		$3.46M Sell
36,683
-20
-0.1% -$1.9K 2.28% 3
2015
Q2 		$3.42M Buy
36,703
+460
+1% +$44K 2.17% 6
2015
Q1 		$3.46M Buy
36,243
+200
+0.6% +$19.4K 2.2% 6
2014
Q4 		$3.41M Buy
36,043
+17
+0% +$1.63K 2.14% 7
2014
Q3 		$3.35M Sell
36,026
-295
-0.8% -$26.9K 2.25% 6
2014
Q2 		$3.24M Buy
36,321
+56
+0.2% +$4.84K 2.24% 6
2014
Q1 		$3.03M Buy
36,265
+533
+1% +$43.3K 2.23% 4
2013
Q4 		$2.96M Buy
35,732
+374
+1% +$31.1K 2.28% 7
2013
Q3 		$2.81M Sell
35,358
-109
-0.3% -$8.96K 2.37% 4
2013
Q2 		$2.9M Buy
+35,467
New +$2.9M 2.58% 4

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

Boston Research & Management's PEP Position: Q1 2026 in Review

Boston Research & Management reduced its PepsiCo (PEP) stake by 0.62% in Q1 2026, selling an estimated $32.7K and leaving 33,749 shares worth $5.24M. The position accounts for 1.24% of the portfolio, ranked #36.

Boston Research & Management first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.59M in Q4 2021. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Boston Research & Management held 33,749 shares of PepsiCo worth $5.24M as of Q1 2026.
  • Boston Research & Management sold 210 PepsiCo shares in Q1 2026, an estimated $32.7K.
  • PepsiCo made up 1.24% of Boston Research & Management's portfolio in Q1 2026, its #36 holding.
  • Boston Research & Management first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
  • Boston Research & Management's PepsiCo position peaked at $6.59M in Q4 2021.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.