CCM Investment Group’s PepsiCo PEP Stock Holding History

CCM 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
2025 Q1	$5.16M	Buy	34,594 +7,958	+30%	+$1.18M	0.55%	38
2024 Q4	$4.04M	Buy	+26,636	New	+$4.36M	0.44%	52

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM Investment Group's PEP Position: Q1 2025 in Review

CCM Investment Group increased its PepsiCo (PEP) stake by 30% in Q1 2025, buying an estimated $1.18M and bringing the position to 34,594 shares worth $5.16M. The position accounts for 0.55% of the portfolio, ranked #38.

CCM Investment Group first reported a position in PEP in Q4 2024 and has held it in 2 quarters since. 3,420 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

CCM Investment Group held 34,594 shares of PepsiCo worth $5.16M as of Q1 2025.
CCM Investment Group bought 7,958 PepsiCo shares in Q1 2025, an estimated $1.18M.
PepsiCo made up 0.55% of CCM Investment Group's portfolio in Q1 2025, its #38 holding.
CCM Investment Group first reported a position in PepsiCo in Q4 2024 and has held it in 2 quarters since.
3,420 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.