HORAN Wealth’s PepsiCo PEP Stock Holding History

HORAN Wealth’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	$2M	Buy	13,340 +6,476	+94%	+$1.01M	0.19%	73
2025 Q4	$985K	Sell	6,864 -47	-0.7%	-$6.91K	0.15%	81
2025 Q3	$971K	Buy	6,911 +2,578	+59%	+$368K	0.15%	92
2025 Q2	$572K	Buy	+4,333	New	+$584K	0.18%	71

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 $147M AUM 25.76% 1-Year Est. Return

HORAN Wealth's PEP Position: Q1 2026 in Review

HORAN Wealth increased its PepsiCo (PEP) stake by 94% in Q1 2026, buying an estimated $1.01M and bringing the position to 13,340 shares worth $2M. The position accounts for 0.19% of the portfolio, ranked #73.

HORAN Wealth first reported a position in PEP in Q2 2025 and has held it in 4 quarters since. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

HORAN Wealth held 13,340 shares of PepsiCo worth $2M as of Q1 2026.
HORAN Wealth bought 6,476 PepsiCo shares in Q1 2026, an estimated $1.01M.
PepsiCo made up 0.19% of HORAN Wealth's portfolio in Q1 2026, its #73 holding.
HORAN Wealth first reported a position in PepsiCo in Q2 2025 and has held it in 4 quarters since.
3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.