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Clear Investment Research’s PepsiCo PEP Stock Holding History

Clear Investment Research’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 		$64.9K Buy
+418
New +$65.1K 0.1% 96
2025
Q4 		– Sell
-418
Closed -$58.7K – 177
2025
Q3 		$58.7K Buy
418
+105
+34% +$15K 0.08% 113
2025
Q2 		$41.3K Buy
313
+1
+0.3% +$135 0.05% 118
2025
Q1 		$46.8K Sell
312
-2
-0.6% -$298 0.06% 111
2024
Q4 		$47.8K Buy
314
+3
+1% +$492 0.06% 108
2024
Q3 		$52.9K Hold
311
– – 0.07% 102
2024
Q2 		$51.3K Buy
311
+3
+1% +$518 0.07% 97
2024
Q1 		$53.9K Sell
308
-1
-0.3% -$168 0.07% 97
2023
Q4 		$52.5K Buy
309
+203
+192% +$33.7K 0.07% 104
2023
Q3 		$18K Sell
106
-1
-0.9% -$182 0.03% 115
2023
Q2 		$19.8K Sell
107
-14
-12% -$2.61K 0.03% 118
2023
Q1 		$22.1K Sell
121
-16
-12% -$2.8K 0.04% 112
2022
Q4 		$25K Buy
+137
New +$24.4K 0.05% 99
2019
Q4 		– Sell
-3
Closed – – 306
2019
Q3 		$0 Hold
3
– – ﹤0.01% 348
2019
Q2 		$0 Hold
3
– – ﹤0.01% 347
2019
Q1 		$0 Hold
3
– – ﹤0.01% 335
2018
Q4 		$0 Hold
3
– – ﹤0.01% 334
2018
Q3 		$0 Buy
+3
New +$340 ﹤0.01% 341

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

Clear Investment Research's PEP Position: Q1 2026 in Review

Clear Investment Research opened a new position in PepsiCo (PEP) in Q1 2026: 418 shares worth $64.9K. The stake represents 0.1% of the portfolio and ranks #96 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in PEP as recently as Q3 2025.

Clear Investment Research first reported a position in PEP in Q3 2018 and has held it in 18 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Clear Investment Research held 418 shares of PepsiCo worth $64.9K as of Q1 2026.
  • PepsiCo was a new Clear Investment Research position in Q1 2026.
  • PepsiCo made up 0.1% of Clear Investment Research's portfolio in Q1 2026, its #96 holding.
  • Clear Investment Research first reported a position in PepsiCo in Q3 2018 and has held it in 18 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.