Covestor’s PepsiCo PEP Stock Holding History

Covestor’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	$69K	Buy	443 +8	+2%	+$1.25K	0.05%	493
2025 Q4	$63K	Sell	435 -64	-13%	-$9.4K	0.03%	822
2025 Q3	$70K	Sell	499 -43	-8%	-$6.14K	0.04%	752
2025 Q2	$72K	Buy	542 +4	+0.7%	+$539	0.04%	731
2025 Q1	$81K	Buy	538 +54	+11%	+$8.04K	0.05%	616
2024 Q4	$74K	Buy	484 +17	+4%	+$2.79K	0.05%	682
2024 Q3	$80K	Sell	467 -4	-0.8%	-$687	0.05%	655
2024 Q2	$78K	Buy	471 +3	+0.6%	+$518	0.05%	648
2024 Q1	$82K	Sell	468 -3	-0.6%	-$505	0.05%	649
2023 Q4	$80K	Sell	471 -37	-7%	-$6.14K	0.05%	637
2023 Q3	$87K	Sell	508 -10	-2%	-$1.82K	0.07%	498
2023 Q2	$96K	Sell	518 -50	-9%	-$9.33K	0.07%	469
2023 Q1	$103K	Buy	568 +87	+18%	+$15.2K	0.09%	358
2022 Q4	$87K	Buy	481 +25	+5%	+$4.46K	0.07%	468
2022 Q3	$75K	Sell	456 -685	-60%	-$118K	0.07%	517
2022 Q2	$190K	Sell	1,141 -216	-16%	-$36.4K	0.15%	123
2022 Q1	$227K	Buy	1,357 +495	+57%	+$83.1K	0.15%	113
2021 Q4	$150K	Buy	+862	New	+$141K	0.21%	55

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

Covestor's PEP Position: Q1 2026 in Review

Covestor increased its PepsiCo (PEP) stake by 1.8% in Q1 2026, buying an estimated $1.25K and bringing the position to 443 shares worth $69K. The position accounts for 0.05% of the portfolio, ranked #493.

Covestor first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $227K in Q1 2022. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Covestor held 443 shares of PepsiCo worth $69K as of Q1 2026.
Covestor bought 8 PepsiCo shares in Q1 2026, an estimated $1.25K.
PepsiCo made up 0.05% of Covestor's portfolio in Q1 2026, its #493 holding.
Covestor first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
Covestor's PepsiCo position peaked at $227K in Q1 2022.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.