Ground Swell Capital’s PepsiCo PEP Stock Holding History

Ground Swell Capital’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	–	Sell	-3,424	Closed	-$491K	–	161
2025 Q4	$491K	Buy	+3,424	New	+$503K	1.01%	8
2024 Q3	–	Sell	-7,260	Closed	-$1.2M	–	241
2024 Q2	$1.2M	Buy	+7,260	New	+$1.25M	0.93%	9
2024 Q1	–	Sell	-3,926	Closed	-$667K	–	111
2023 Q4	$667K	Sell	3,926 -2,945	-43%	-$488K	2.45%	9
2023 Q3	$1.16M	Buy	+6,871	New	+$1.25M	1.91%	5
2023 Q1	–	Sell	-2,425	Closed	-$438K	–	97
2022 Q4	$438K	Sell	2,425 -2,775	-53%	-$495K	1.94%	7
2022 Q3	$849K	Buy	5,200 +3,983	+327%	+$686K	2.42%	10
2022 Q2	$203K	Buy	+1,217	New	+$205K	0.37%	86
2021 Q2	–	Sell	-4,629	Closed	-$655K	–	136
2021 Q1	$655K	Buy	+4,629	New	+$635K	2.11%	11
2014 Q3	$237K	Buy	2,548 +844	+50%	+$77.1K	0.45%	32
2014 Q2	$152K	Buy	+1,704	New	+$147K	0.3%	34

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

Ground Swell Capital's PEP Position: Q1 2026 in Review

Ground Swell Capital sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 3,424 shares — an estimated $491K sold.

Ground Swell Capital first reported a position in PEP in Q2 2014 and held it in 10 quarters. The position peaked at $1.2M in Q2 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Ground Swell Capital reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Ground Swell Capital sold 3,424 PepsiCo shares in Q1 2026, an estimated $491K.
Ground Swell Capital first reported a position in PepsiCo in Q2 2014 and held it in 10 quarters.
Ground Swell Capital's PepsiCo position peaked at $1.2M in Q2 2024.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Ground Swell Capital's 13F filing for Q1 2026, filed 21 Apr 2026.