Builder Investment Group’s PepsiCo PEP Stock Holding History

Builder Investment Group’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 Q3	$3.29M	Sell	25,985 -225	-0.9%	-$31K	0.67%	31
2026 Q2	$3.55M	Buy	26,210 +600	+2%	+$89.7K	0.7%	31
2026 Q1	$3.98M	Sell	25,610 -25	-0.1%	-$3.9K	0.86%	27
2025 Q4	$3.68M	Sell	25,635 -230	-0.9%	-$33.8K	0.79%	27
2025 Q3	$3.63M	Hold	25,865	–	–	0.82%	27
2025 Q2	$3.42M	Sell	25,865 -300	-1%	-$40.4K	0.84%	26
2025 Q1	$3.92M	Buy	26,165 +25	+0.1%	+$3.72K	1.12%	23
2024 Q4	$3.97M	Sell	26,140 -6	-0%	-$983	1.08%	24
2024 Q3	$4.45M	Hold	26,146	–	–	1.19%	23
2024 Q2	$4.31M	Buy	26,146 +1,460	+6%	+$252K	1.18%	24
2024 Q1	$4.32M	Sell	24,686 -382	-2%	-$64.3K	1.26%	22
2023 Q4	$4.26M	Buy	25,068 +3,000	+14%	+$498K	1.53%	18
2023 Q3	$3.74M	Hold	22,068	–	–	1.47%	22
2023 Q2	$4.09M	Sell	22,068 -500	-2%	-$93.3K	1.6%	21
2023 Q1	$4.11M	Hold	22,568	–	–	1.79%	22
2022 Q4	$4.08M	Buy	+22,568	New	+$4.03M	1.94%	20

Other funds holding PEP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Builder Investment Group's PEP Position: Q3 2026 in Review

Builder Investment Group reduced its PepsiCo (PEP) stake by 0.86% in Q3 2026, selling an estimated $31K and leaving 25,985 shares worth $3.29M. The position accounts for 0.67% of the portfolio, ranked #31.

Builder Investment Group first reported a position in PEP in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.45M in Q3 2024. 2,750 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Builder Investment Group held 25,985 shares of PepsiCo worth $3.29M as of Q3 2026.
Builder Investment Group sold 225 PepsiCo shares in Q3 2026, an estimated $31K.
PepsiCo made up 0.67% of Builder Investment Group's portfolio in Q3 2026, its #31 holding.
Builder Investment Group first reported a position in PepsiCo in Q4 2022 and has held it in 16 quarters since.
Builder Investment Group's PepsiCo position peaked at $4.45M in Q3 2024.
2,750 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Builder Investment Group's 13F filing for Q3 2026, filed 22 Oct 2026.