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Elo Mutual Pension Insurance’s PepsiCo PEP Stock Holding History

Elo Mutual Pension Insurance’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 		$10.8M Sell
69,808
-83,071
-54% -$12.9M 0.18% 99
2025
Q4 		$21.9M Buy
152,879
+14,520
+10% +$2.13M 0.34% 51
2025
Q3 		$19.4M Buy
138,359
+19,250
+16% +$2.75M 0.32% 49
2025
Q2 		$15.7M Buy
119,109
+19,179
+19% +$2.58M 0.32% 56
2025
Q1 		$15M Sell
99,930
-25,275
-20% -$3.76M 0.34% 56
2024
Q4 		$19M Sell
125,205
-5,338
-4% -$875K 0.4% 38
2024
Q3 		$22.2M Buy
130,543
+1,890
+1% +$325K 0.48% 36
2024
Q2 		$21.2M Buy
128,653
+14,757
+13% +$2.55M 0.5% 36
2024
Q1 		$19.9M Sell
113,896
-6,138
-5% -$1.03M 0.47% 40
2023
Q4 		$20.4M Buy
120,034
+4,820
+4% +$799K 0.55% 35
2023
Q3 		$19.5M Buy
115,214
+1,977
+2% +$359K 0.6% 30
2023
Q2 		$21M Buy
113,237
+5,853
+5% +$1.09M 0.62% 27
2023
Q1 		$19.6M Buy
107,384
+548
+0.5% +$95.8K 0.62% 29
2022
Q4 		$19.3M Buy
106,836
+2,988
+3% +$533K 0.66% 30
2022
Q3 		$17M Sell
103,848
-5,201
-5% -$896K 0.64% 28
2022
Q2 		$18.2M Buy
109,049
+3,918
+4% +$660K 0.61% 28
2022
Q1 		$17.6M Buy
105,131
+1,407
+1% +$236K 0.51% 34
2021
Q4 		$18M Buy
103,724
+7,269
+8% +$1.19M 0.5% 36
2021
Q3 		$14.5M Hold
96,455
– – 0.47% 38
2021
Q2 		$14.3M Sell
96,455
-3,244
-3% -$473K 0.47% 39
2021
Q1 		$14.1M Buy
99,699
+1,256
+1% +$172K 0.47% 38
2020
Q4 		$14.6M Buy
+98,443
New +$14M 0.48% 39

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

Elo Mutual Pension Insurance's PEP Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its PepsiCo (PEP) stake by 54% in Q1 2026, selling an estimated $12.9M and leaving 69,808 shares worth $10.8M. The position accounts for 0.18% of the portfolio, ranked #99.

Elo Mutual Pension Insurance first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $22.2M in Q3 2024. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Elo Mutual Pension Insurance held 69,808 shares of PepsiCo worth $10.8M as of Q1 2026.
  • Elo Mutual Pension Insurance sold 83,071 PepsiCo shares in Q1 2026, an estimated $12.9M.
  • PepsiCo made up 0.18% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #99 holding.
  • Elo Mutual Pension Insurance first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • Elo Mutual Pension Insurance's PepsiCo position peaked at $22.2M in Q3 2024.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.