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Commonwealth Retirement Investments’s PepsiCo PEP Stock Holding History

Commonwealth Retirement Investments’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 		$9.15M Buy
58,951
+4,565
+8% +$711K 2.83% 10
2025
Q4 		$7.81M Sell
54,386
-657
-1% -$96.5K 2.51% 10
2025
Q3 		$7.73M Buy
55,043
+1,769
+3% +$253K 2.63% 9
2025
Q2 		$7.03M Buy
53,274
+27,212
+104% +$3.67M 2.68% 8
2025
Q1 		$3.91M Sell
26,062
-753
-3% -$112K 1.59% 18
2024
Q4 		$4.08M Buy
26,815
+833
+3% +$136K 1.68% 17
2024
Q3 		$4.42M Buy
25,982
+181
+0.7% +$31.1K 1.85% 17
2024
Q2 		$4.26M Sell
25,801
-3,674
-12% -$634K 1.95% 17
2024
Q1 		$5.16M Buy
29,475
+531
+2% +$89.4K 2.46% 14
2023
Q4 		$4.92M Sell
28,944
-9,271
-24% -$1.54M 2.6% 11
2023
Q3 		$6.48M Buy
38,215
+706
+2% +$128K 3.74% 7
2023
Q2 		$6.95M Buy
37,509
+658
+2% +$123K 3.87% 8
2023
Q1 		$6.72M Buy
36,851
+670
+2% +$117K 3.98% 5
2022
Q4 		$6.54M Buy
+36,181
New +$6.45M 3.96% 4

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

Commonwealth Retirement Investments's PEP Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its PepsiCo (PEP) stake by 8.4% in Q1 2026, buying an estimated $711K and bringing the position to 58,951 shares worth $9.15M. The position accounts for 2.83% of the portfolio, ranked #10.

Commonwealth Retirement Investments first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Commonwealth Retirement Investments held 58,951 shares of PepsiCo worth $9.15M as of Q1 2026.
  • Commonwealth Retirement Investments bought 4,565 PepsiCo shares in Q1 2026, an estimated $711K.
  • PepsiCo made up 2.83% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #10 holding.
  • Commonwealth Retirement Investments first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.