CJ
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Caitlin John’s PepsiCo PEP Stock Holding History

Caitlin John’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 		$68.5K Buy
441
+8
+2% +$1.25K 0.04% 264
2025
Q4 		$62.1K Hold
433
– – 0.04% 281
2025
Q3 		$60.8K Buy
+433
New +$61.8K 0.04% 241
2025
Q1 		– Sell
-676
Closed -$103K – 600
2024
Q4 		$103K Sell
676
-62
-8% -$10.2K 0.07% 172
2024
Q3 		$122K Buy
738
+66
+10% +$11.3K 0.08% 165
2024
Q2 		$111K Sell
672
-1
-0.1% -$173 0.08% 160
2024
Q1 		$118K Sell
673
-4
-0.6% -$673 0.09% 150
2023
Q4 		$115K Buy
+677
New +$112K 0.09% 137

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

Caitlin John's PEP Position: Q1 2026 in Review

Caitlin John increased its PepsiCo (PEP) stake by 1.8% in Q1 2026, buying an estimated $1.25K and bringing the position to 441 shares worth $68.5K. The position accounts for 0.04% of the portfolio, ranked #264.

Caitlin John first reported a position in PEP in Q4 2023 and has held it in 8 quarters since. The position peaked at $122K in Q3 2024. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Caitlin John held 441 shares of PepsiCo worth $68.5K as of Q1 2026.
  • Caitlin John bought 8 PepsiCo shares in Q1 2026, an estimated $1.25K.
  • PepsiCo made up 0.04% of Caitlin John's portfolio in Q1 2026, its #264 holding.
  • Caitlin John first reported a position in PepsiCo in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's PepsiCo position peaked at $122K in Q3 2024.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.