DDD Partners’s PepsiCo PEP Stock Holding History

DDD 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	$21.4M	Buy	137,730 +471	+0.3%	+$73.4K	1.47%	11
2025 Q4	$19.7M	Buy	137,259 +702	+0.5%	+$103K	1.25%	22
2025 Q3	$19.2M	Buy	+136,557	New	+$19.5M	1.22%	22

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 $147M AUM 25.76% 1-Year Est. Return

DDD Partners's PEP Position: Q1 2026 in Review

DDD Partners increased its PepsiCo (PEP) stake by 0.34% in Q1 2026, buying an estimated $73.4K and bringing the position to 137,730 shares worth $21.4M. The position accounts for 1.47% of the portfolio, ranked #11.

DDD Partners first reported a position in PEP in Q3 2025 and has held it in 3 quarters since. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

DDD Partners held 137,730 shares of PepsiCo worth $21.4M as of Q1 2026.
DDD Partners bought 471 PepsiCo shares in Q1 2026, an estimated $73.4K.
PepsiCo made up 1.47% of DDD Partners's portfolio in Q1 2026, its #11 holding.
DDD Partners first reported a position in PepsiCo in Q3 2025 and has held it in 3 quarters since.
3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.