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Harvest Investment Services’s PepsiCo PEP Stock Holding History

Harvest Investment Services’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 		$232K Sell
1,494
-46
-3% -$7.17K 0.04% 309
2025
Q4 		$221K Sell
1,540
-643
-29% -$94.5K 0.04% 294
2025
Q3 		$307K Buy
2,183
+101
+5% +$14.4K 0.06% 250
2025
Q2 		$275K Sell
2,082
-453
-18% -$61K 0.06% 261
2025
Q1 		$380K Sell
2,535
-199
-7% -$29.6K 0.11% 189
2024
Q4 		$416K Buy
2,734
+601
+28% +$98.5K 0.1% 189
2024
Q3 		$363K Buy
2,133
+64
+3% +$11K 0.12% 164
2024
Q2 		$341K Sell
2,069
-354
-15% -$61.1K 0.14% 141
2024
Q1 		$424K Buy
2,423
+4
+0.2% +$673 0.17% 121
2023
Q4 		$411K Sell
2,419
-46
-2% -$7.63K 0.19% 127
2023
Q3 		$418K Sell
2,465
-580
-19% -$105K 0.27% 96
2023
Q2 		$564K Buy
+3,045
New +$568K 0.32% 93
2023
Q1 		– Sell
-3,448
Closed -$623K – 150
2022
Q4 		$623K Sell
3,448
-177
-5% -$31.6K 0.67% 48
2022
Q3 		$591K Buy
3,625
+34
+0.9% +$5.86K 0.72% 41
2022
Q2 		$598K Sell
3,591
-189
-5% -$31.8K 0.46% 63
2022
Q1 		$632K Sell
3,780
-158
-4% -$26.5K 0.38% 77
2021
Q4 		$684K Sell
3,938
-293
-7% -$47.9K 0.29% 104
2021
Q3 		$636K Sell
4,231
-12
-0.3% -$1.86K 0.26% 119
2021
Q2 		$628K Buy
4,243
+55
+1% +$8.01K 0.26% 110
2021
Q1 		$592K Buy
4,188
+123
+3% +$16.9K 0.27% 112
2020
Q4 		$602K Buy
4,065
+37
+0.9% +$5.26K 0.31% 88
2020
Q3 		$558K Buy
4,028
+51
+1% +$6.94K 0.32% 75
2020
Q2 		$526K Buy
3,977
+16
+0.4% +$2.11K 0.31% 82
2020
Q1 		$475K Sell
3,961
-2,022
-34% -$273K 0.63% 46
2019
Q4 		$817K Buy
5,983
+22
+0.4% +$2.99K 0.43% 49
2019
Q3 		$818K Buy
5,961
+229
+4% +$30.4K 0.41% 53
2019
Q2 		$755K Buy
5,732
+1,365
+31% +$175K 0.43% 59
2019
Q1 		$532K Buy
4,367
+620
+17% +$70.7K 0.31% 70
2018
Q4 		$408K Buy
+3,747
New +$423K 0.38% 61

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

Harvest Investment Services's PEP Position: Q1 2026 in Review

Harvest Investment Services reduced its PepsiCo (PEP) stake by 3% in Q1 2026, selling an estimated $7.17K and leaving 1,494 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #309.

Harvest Investment Services first reported a position in PEP in Q4 2018 and has held it in 29 quarters since. The position peaked at $818K in Q3 2019. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Harvest Investment Services held 1,494 shares of PepsiCo worth $232K as of Q1 2026.
  • Harvest Investment Services sold 46 PepsiCo shares in Q1 2026, an estimated $7.17K.
  • PepsiCo made up 0.04% of Harvest Investment Services's portfolio in Q1 2026, its #309 holding.
  • Harvest Investment Services first reported a position in PepsiCo in Q4 2018 and has held it in 29 quarters since.
  • Harvest Investment Services's PepsiCo position peaked at $818K in Q3 2019.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.