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Convergence Investment Partners’s PepsiCo PEP Stock Holding History

Convergence Investment Partners’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 		$356K Sell
2,294
-93
-4% -$14.5K 0.06% 212
2025
Q4 		$343K Sell
2,387
-57
-2% -$8.38K 0.07% 215
2025
Q3 		$343K Buy
2,444
+374
+18% +$53.4K 0.08% 215
2025
Q2 		$273K Sell
2,070
-134
-6% -$18.1K 0.07% 212
2025
Q1 		$330K Sell
2,204
-451
-17% -$67.1K 0.09% 207
2024
Q4 		$404K Sell
2,655
-43
-2% -$7.04K 0.09% 196
2024
Q3 		$459K Sell
2,698
-50
-2% -$8.59K 0.12% 179
2024
Q2 		$453K Sell
2,748
-96
-3% -$16.6K 0.13% 185
2024
Q1 		$498K Sell
2,844
-4,137
-59% -$696K 0.19% 133
2023
Q4 		$1.19M Buy
6,981
+4,141
+146% +$687K 0.62% 57
2023
Q3 		$481K Buy
2,840
+27
+1% +$4.9K 0.28% 92
2023
Q2 		$521K Sell
2,813
-124
-4% -$23.1K 0.3% 90
2023
Q1 		$535K Sell
2,937
-19
-0.6% -$3.32K 0.31% 87
2022
Q4 		$534K Sell
2,956
-185
-6% -$33K 0.32% 88
2022
Q3 		$513K Sell
3,141
-146
-4% -$25.2K 0.34% 86
2022
Q2 		$548K Sell
3,287
-35
-1% -$5.89K 0.33% 90
2022
Q1 		$556K Sell
3,322
-12
-0.4% -$2.02K 0.29% 93
2021
Q4 		$579K Sell
3,334
-128
-4% -$20.9K 0.29% 89
2021
Q3 		$521K Buy
3,462
+91
+3% +$14.1K 0.28% 96
2021
Q2 		$499K Sell
3,371
-137
-4% -$20K 0.21% 108
2021
Q1 		$496K Sell
3,508
-47
-1% -$6.45K 0.23% 101
2020
Q4 		$527K Buy
3,555
+64
+2% +$9.1K 0.27% 96
2020
Q3 		$484K Sell
3,491
-53
-1% -$7.21K 0.17% 186
2020
Q2 		$469K Buy
3,544
+143
+4% +$18.9K 0.16% 176
2020
Q1 		$408K Sell
3,401
-181
-5% -$24.5K 0.18% 174
2019
Q4 		$490K Sell
3,582
-7,088
-66% -$965K 0.14% 182
2019
Q3 		$1.46M Buy
10,670
+6,817
+177% +$906K 0.41% 77
2019
Q2 		$505K Buy
3,853
+68
+2% +$8.72K 0.12% 183
2019
Q1 		$464K Sell
3,785
-7,041
-65% -$802K 0.1% 191
2018
Q4 		$1.2M Buy
10,826
+7,299
+207% +$823K 0.27% 135
2018
Q3 		$394K Buy
3,527
+720
+26% +$81.5K 0.08% 245
2018
Q2 		$306K Sell
2,807
-272
-9% -$28.1K 0.04% 278
2018
Q1 		$336K Buy
3,079
+173
+6% +$19.7K 0.04% 270
2017
Q4 		$348K Buy
2,906
+85
+3% +$9.71K 0.05% 276
2017
Q3 		$314K Sell
2,821
-131
-4% -$15.1K 0.04% 297
2017
Q2 		$341K Sell
2,952
-27,917
-90% -$3.2M 0.05% 316
2017
Q1 		$3.45M Sell
30,869
-6,499
-17% -$697K 0.48% 63
2016
Q4 		$3.91M Buy
37,368
+34,642
+1,271% +$3.63M 0.54% 45
2016
Q3 		$297K Sell
2,726
-458
-14% -$49.4K 0.04% 302
2016
Q2 		$337K Sell
3,184
-54
-2% -$5.57K 0.05% 291
2016
Q1 		$332K Sell
3,238
-54,920
-94% -$5.43M 0.04% 311
2015
Q4 		$5.81M Buy
58,158
+54,933
+1,703% +$5.48M 0.65% 25
2015
Q3 		$304K Buy
3,225
+12
+0.4% +$1.14K 0.03% 323
2015
Q2 		$300K Sell
3,213
-43
-1% -$4.11K 0.03% 326
2015
Q1 		$311K Sell
3,256
-4
-0.1% -$387 0.04% 325
2014
Q4 		$308K Hold
3,260
– – 0.04% 317
2014
Q3 		$304K Buy
3,260
+413
+15% +$37.7K 0.04% 316
2014
Q2 		$254K Buy
2,847
+96
+3% +$8.29K 0.03% 330
2014
Q1 		$230K Sell
2,751
-260
-9% -$21.1K 0.04% 334
2013
Q4 		$250K Buy
3,011
+11
+0.4% +$913 0.04% 331
2013
Q3 		$238K Buy
3,000
+195
+7% +$16K 0.05% 267
2013
Q2 		$229K Buy
+2,805
New +$229K 0.06% 279

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

Convergence Investment Partners's PEP Position: Q1 2026 in Review

Convergence Investment Partners reduced its PepsiCo (PEP) stake by 3.9% in Q1 2026, selling an estimated $14.5K and leaving 2,294 shares worth $356K. The position accounts for 0.06% of the portfolio, ranked #212.

Convergence Investment Partners first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.81M in Q4 2015. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Convergence Investment Partners held 2,294 shares of PepsiCo worth $356K as of Q1 2026.
  • Convergence Investment Partners sold 93 PepsiCo shares in Q1 2026, an estimated $14.5K.
  • PepsiCo made up 0.06% of Convergence Investment Partners's portfolio in Q1 2026, its #212 holding.
  • Convergence Investment Partners first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
  • Convergence Investment Partners's PepsiCo position peaked at $5.81M in Q4 2015.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.