Concurrent Investment Advisors’s PepsiCo PEP Stock Holding History

Concurrent Investment Advisors’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	$18M	Buy	115,844 +2,433	+2%	+$379K	0.2%	114
2025 Q4	$16.3M	Buy	113,411 +19,202	+20%	+$2.82M	0.19%	118
2025 Q3	$13.2M	Sell	94,209 -2,286	-2%	-$326K	0.23%	93
2025 Q2	$12.7M	Sell	96,495 -3,389	-3%	-$457K	0.25%	89
2025 Q1	$15M	Buy	99,884 +8,740	+10%	+$1.3M	0.36%	53
2024 Q4	$13.9M	Sell	91,144 -78	-0.1%	-$12.8K	0.37%	56
2024 Q3	$15.5M	Buy	91,222 +413	+0.5%	+$71K	0.46%	45
2024 Q2	$15M	Buy	90,809 +18,491	+26%	+$3.19M	0.49%	42
2024 Q1	$12.7M	Buy	72,318 +3,614	+5%	+$608K	0.51%	45
2023 Q4	$11.7M	Buy	+68,704	New	+$11.4M	0.55%	39

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

Concurrent Investment Advisors's PEP Position: Q1 2026 in Review

Concurrent Investment Advisors increased its PepsiCo (PEP) stake by 2.1% in Q1 2026, buying an estimated $379K and bringing the position to 115,844 shares worth $18M. The position accounts for 0.2% of the portfolio, ranked #114.

Concurrent Investment Advisors first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Concurrent Investment Advisors held 115,844 shares of PepsiCo worth $18M as of Q1 2026.
Concurrent Investment Advisors bought 2,433 PepsiCo shares in Q1 2026, an estimated $379K.
PepsiCo made up 0.2% of Concurrent Investment Advisors's portfolio in Q1 2026, its #114 holding.
Concurrent Investment Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.