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Disciplined Investors’s PepsiCo PEP Stock Holding History

Disciplined Investors’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 		$241K Buy
+1,551
New +$242K 0.14% 119
2025
Q2 		– Sell
-1,400
Closed -$210K – 121
2025
Q1 		$210K Buy
+1,400
New +$208K 0.19% 106

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

Disciplined Investors's PEP Position: Q1 2026 in Review

Disciplined Investors opened a new position in PepsiCo (PEP) in Q1 2026: 1,551 shares worth $241K. The stake represents 0.14% of the portfolio and ranks #119 among its holdings. This is a return to the name: Disciplined Investors previously reported a position in PEP as recently as Q1 2025.

Disciplined Investors first reported a position in PEP in Q1 2025 and has held it in 2 quarters since. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Disciplined Investors held 1,551 shares of PepsiCo worth $241K as of Q1 2026.
  • PepsiCo was a new Disciplined Investors position in Q1 2026.
  • PepsiCo made up 0.14% of Disciplined Investors's portfolio in Q1 2026, its #119 holding.
  • Disciplined Investors first reported a position in PepsiCo in Q1 2025 and has held it in 2 quarters since.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.