HIP
PEP icon

HUB Investment Partners’s PepsiCo PEP Stock Holding History

HUB Investment Partners’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 		$5.6M Buy
36,055
+793
+2% +$124K 0.13% 136
2025
Q4 		$5.06M Buy
35,262
+2,504
+8% +$368K 0.13% 133
2025
Q3 		$4.6M Buy
32,758
+12,236
+60% +$1.75M 0.15% 129
2025
Q2 		$2.71M Sell
20,522
-624
-3% -$84.1K 0.09% 163
2025
Q1 		$3.17M Sell
21,146
-762
-3% -$113K 0.13% 135
2024
Q4 		$3.33M Buy
21,908
+738
+3% +$121K 0.14% 125
2024
Q3 		$3.6M Buy
21,170
+194
+0.9% +$33.3K 0.16% 119
2024
Q2 		$3.46M Buy
20,976
+450
+2% +$77.7K 0.13% 119
2024
Q1 		$3.59M Buy
20,526
+2,527
+14% +$425K 0.2% 117
2023
Q4 		$3.06M Buy
17,999
+7,159
+66% +$1.19M 0.21% 114
2023
Q3 		$1.84M Buy
10,840
+266
+3% +$48.3K 0.28% 77
2023
Q2 		$1.96M Buy
10,574
+2,174
+26% +$406K 0.33% 73
2023
Q1 		$1.53M Buy
+8,400
New +$1.47M 0.32% 70
2022
Q4 		– Sell
-2,358
Closed -$385K – 159
2022
Q3 		$385K Buy
2,358
+420
+22% +$72.4K 0.12% 118
2022
Q2 		$323K Buy
1,938
+17
+0.9% +$2.86K 0.1% 126
2022
Q1 		$322K Sell
1,921
-98
-5% -$16.5K 0.08% 137
2021
Q4 		$351K Buy
2,019
+207
+11% +$33.8K 0.08% 139
2021
Q3 		$273K Sell
1,812
-670
-27% -$104K 0.07% 178
2021
Q2 		$368K Sell
2,482
-531
-18% -$77.4K 0.1% 142
2021
Q1 		$426K Buy
+3,013
New +$413K 0.13% 132

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

HUB Investment Partners's PEP Position: Q1 2026 in Review

HUB Investment Partners increased its PepsiCo (PEP) stake by 2.2% in Q1 2026, buying an estimated $124K and bringing the position to 36,055 shares worth $5.6M. The position accounts for 0.13% of the portfolio, ranked #136.

HUB Investment Partners first reported a position in PEP in Q1 2021 and has held it in 20 quarters since. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • HUB Investment Partners held 36,055 shares of PepsiCo worth $5.6M as of Q1 2026.
  • HUB Investment Partners bought 793 PepsiCo shares in Q1 2026, an estimated $124K.
  • PepsiCo made up 0.13% of HUB Investment Partners's portfolio in Q1 2026, its #136 holding.
  • HUB Investment Partners first reported a position in PepsiCo in Q1 2021 and has held it in 20 quarters since.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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