CBIZ Investment Advisory Services’s PepsiCo PEP Stock Holding History

CBIZ Investment Advisory Services’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	$2.64K	Sell	17 -483	-97%	-$75.3K	﹤0.01%	303
2025 Q4	$72.5K	Buy	500 +54	+12%	+$7.93K	﹤0.01%	112
2025 Q3	$62.6K	Buy	446 +55	+14%	+$7.85K	﹤0.01%	110
2025 Q2	$51.6K	Sell	391 -126	-24%	-$17K	﹤0.01%	130
2025 Q1	$77.5K	Buy	517 +94	+22%	+$14K	﹤0.01%	91
2024 Q4	$64.9K	Buy	423 +12	+3%	+$1.97K	﹤0.01%	97
2024 Q3	$69.9K	Hold	411	–	–	﹤0.01%	93
2024 Q2	$67.8K	Hold	411	–	–	﹤0.01%	92
2024 Q1	$72.3K	Buy	+411	New	+$69.2K	0.01%	82
2021 Q3	–	Hold	0	–	–	–	87
2021 Q2	–	Hold	0	–	–	–	87
2021 Q1	–	Hold	0	–	–	–	78
2020 Q4	–	Hold	0	–	–	–	93
2020 Q3	–	Hold	0	–	–	–	96
2020 Q2	–	Hold	0	–	–	–	100
2020 Q1	–	Hold	0	–	–	–	161
2019 Q4	–	Hold	0	–	–	–	123

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

CBIZ Investment Advisory Services's PEP Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its PepsiCo (PEP) stake by 97% in Q1 2026, selling an estimated $75.3K and leaving 17 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

CBIZ Investment Advisory Services first reported a position in PEP in Q1 2024 and has held it in 9 quarters since. The position peaked at $77.5K in Q1 2025. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

CBIZ Investment Advisory Services held 17 shares of PepsiCo worth $2.64K as of Q1 2026.
CBIZ Investment Advisory Services sold 483 PepsiCo shares in Q1 2026, an estimated $75.3K.
PepsiCo made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #303 holding.
CBIZ Investment Advisory Services first reported a position in PepsiCo in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's PepsiCo position peaked at $77.5K in Q1 2025.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.