Cambria Investment Management’s PepsiCo PEP Stock Holding History

Cambria Investment 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	$805K	Buy	5,184 +2,051	+65%	+$320K	0.05%	272
2025 Q4	$450K	Buy	3,133 +794	+34%	+$117K	0.03%	429
2025 Q3	$328K	Buy	+2,339	New	+$334K	0.02%	424
2019 Q4	–	Sell	-36,112	Closed	-$4.95M	–	225
2019 Q3	$4.95M	Sell	36,112 -160	-0.4%	-$21.3K	0.74%	54
2019 Q2	$4.76M	Sell	36,272 -1,324	-4%	-$170K	0.73%	57
2019 Q1	$4.61M	Buy	37,596 +1,319	+4%	+$150K	0.71%	57
2018 Q4	$4.01M	Sell	36,277 -3,165	-8%	-$357K	0.68%	55
2018 Q3	$4.41M	Sell	39,442 -180	-0.5%	-$20.4K	0.65%	60
2018 Q2	$4.42M	Sell	39,622 -2,293	-5%	-$237K	0.65%	54
2018 Q1	$4.58M	Sell	41,915 -9,800	-19%	-$1.11M	0.67%	61
2017 Q4	$6.2M	Buy	51,715 +992	+2%	+$113K	0.87%	46
2017 Q3	$5.65M	Buy	50,723 +3,575	+8%	+$413K	0.87%	44
2017 Q2	$5.45M	Buy	+47,148	New	+$5.41M	1.17%	18

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

Cambria Investment Management's PEP Position: Q1 2026 in Review

Cambria Investment Management increased its PepsiCo (PEP) stake by 65% in Q1 2026, buying an estimated $320K and bringing the position to 5,184 shares worth $805K. The position accounts for 0.05% of the portfolio, ranked #272.

Cambria Investment Management first reported a position in PEP in Q2 2017 and has held it in 13 quarters since. The position peaked at $6.2M in Q4 2017. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Cambria Investment Management held 5,184 shares of PepsiCo worth $805K as of Q1 2026.
Cambria Investment Management bought 2,051 PepsiCo shares in Q1 2026, an estimated $320K.
PepsiCo made up 0.05% of Cambria Investment Management's portfolio in Q1 2026, its #272 holding.
Cambria Investment Management first reported a position in PepsiCo in Q2 2017 and has held it in 13 quarters since.
Cambria Investment Management's PepsiCo position peaked at $6.2M in Q4 2017.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.