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Burford Brothers’s PepsiCo PEP Stock Holding History

Burford Brothers’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 		$531K Buy
3,416
+70
+2% +$10.9K 0.22% 100
2025
Q4 		$480K Sell
3,346
-98
-3% -$14.4K 0.2% 104
2025
Q3 		$484K Buy
3,444
+42
+1% +$6K 0.21% 107
2025
Q2 		$449K Buy
3,402
+12
+0.4% +$1.62K 0.21% 107
2025
Q1 		$508K Sell
3,390
-99
-3% -$14.7K 0.25% 98
2024
Q4 		$531K Sell
3,489
-185
-5% -$30.3K 0.26% 90
2024
Q3 		$625K Sell
3,674
-3
-0.1% -$515 0.33% 81
2024
Q2 		$606K Sell
3,677
-82
-2% -$14.2K 0.35% 77
2024
Q1 		$658K Buy
3,759
+63
+2% +$10.6K 0.43% 61
2023
Q4 		$628K Buy
+3,696
New +$613K 0.44% 58

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

Burford Brothers's PEP Position: Q1 2026 in Review

Burford Brothers increased its PepsiCo (PEP) stake by 2.1% in Q1 2026, buying an estimated $10.9K and bringing the position to 3,416 shares worth $531K. The position accounts for 0.22% of the portfolio, ranked #100.

Burford Brothers first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $658K in Q1 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Burford Brothers held 3,416 shares of PepsiCo worth $531K as of Q1 2026.
  • Burford Brothers bought 70 PepsiCo shares in Q1 2026, an estimated $10.9K.
  • PepsiCo made up 0.22% of Burford Brothers's portfolio in Q1 2026, its #100 holding.
  • Burford Brothers first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
  • Burford Brothers's PepsiCo position peaked at $658K in Q1 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.