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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 		$3.98M Hold
25,600
– – 0.04% 413
2025
Q4 		$3.67M Hold
25,600
– – 0.04% 406
2025
Q3 		$3.6M Hold
25,600
– – 0.06% 310
2025
Q2 		$3.38M Hold
25,600
– – 0.07% 298
2025
Q1 		$3.84M Hold
25,600
– – 0.09% 232
2024
Q4 		$3.89M Buy
25,600
+200
+0.8% +$32.8K 0.1% 199
2024
Q3 		$4.32M Hold
25,400
– – 0.13% 169
2024
Q2 		$4.19M Buy
+25,400
New +$4.38M 0.14% 155

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

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.