GIM
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Gold Investment Management’s PepsiCo PEP Stock Holding History

Gold Investment Management’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 		$104K Buy
672
+5
+0.7% +$779 0.03% 134
2025
Q4 		$95.7K Buy
667
+5
+0.8% +$735 0.03% 135
2025
Q3 		$93K Buy
662
+5
+0.8% +$714 0.03% 133
2025
Q2 		$88.9K Buy
657
+4
+0.6% +$539 0.03% 131
2025
Q1 		$97.9K Buy
653
+245
+60% +$36.5K 0.04% 132
2024
Q4 		$62K Buy
408
+2
+0.5% +$328 0.03% 135
2024
Q3 		$69K Buy
406
+2
+0.5% +$344 0.03% 133
2024
Q2 		$66.6K Buy
404
+2
+0.5% +$345 0.03% 136
2024
Q1 		$70.4K Buy
402
+10
+3% +$1.68K 0.03% 134
2023
Q4 		$66.6K Buy
+392
New +$65K 0.03% 139

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

Gold Investment Management's PEP Position: Q1 2026 in Review

Gold Investment Management increased its PepsiCo (PEP) stake by 0.75% in Q1 2026, buying an estimated $779 and bringing the position to 672 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #134.

Gold Investment Management first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Gold Investment Management held 672 shares of PepsiCo worth $104K as of Q1 2026.
  • Gold Investment Management bought 5 PepsiCo shares in Q1 2026, an estimated $779.
  • PepsiCo made up 0.03% of Gold Investment Management's portfolio in Q1 2026, its #134 holding.
  • Gold Investment Management first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.