F/M Investments’s PepsiCo PEP Stock Holding History

F/M Investments’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	$1.72M	Sell	11,076 -183	-2%	-$28.5K	0.11%	115
2025 Q4	$1.62M	Sell	11,259 -174	-2%	-$25.6K	0.06%	260
2025 Q3	$1.61M	Buy	11,433 +1	+0%	+$143	0.06%	266
2025 Q2	$1.51M	Sell	11,432 -28,105	-71%	-$3.79M	0.05%	268
2025 Q1	$5.93M	Sell	39,537 -7,172	-15%	-$1.07M	0.24%	83
2024 Q4	$7.1M	Sell	46,709 -19,060	-29%	-$3.12M	0.26%	78
2024 Q3	$11.2M	Sell	65,769 -25,587	-28%	-$4.4M	0.35%	93
2024 Q2	$15.1M	Buy	+91,356	New	+$15.8M	0.54%	40
2021 Q2	–	Sell	-1,980	Closed	-$280K	–	88
2021 Q1	$280K	Buy	+1,980	New	+$272K	0.22%	62

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

F/M Investments's PEP Position: Q1 2026 in Review

F/M Investments reduced its PepsiCo (PEP) stake by 1.6% in Q1 2026, selling an estimated $28.5K and leaving 11,076 shares worth $1.72M. The position accounts for 0.11% of the portfolio, ranked #115.

F/M Investments first reported a position in PEP in Q1 2021 and has held it in 9 quarters since. The position peaked at $15.1M in Q2 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

F/M Investments held 11,076 shares of PepsiCo worth $1.72M as of Q1 2026.
F/M Investments sold 183 PepsiCo shares in Q1 2026, an estimated $28.5K.
PepsiCo made up 0.11% of F/M Investments's portfolio in Q1 2026, its #115 holding.
F/M Investments first reported a position in PepsiCo in Q1 2021 and has held it in 9 quarters since.
F/M Investments's PepsiCo position peaked at $15.1M in Q2 2024.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.