Investment Partners’s PepsiCo PEP Stock Holding History

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	$1.72M	Buy	11,074 +19	+0.2%	+$2.96K	0.61%	47
2025 Q4	$1.59M	Sell	11,055 -350	-3%	-$51.4K	0.56%	53
2025 Q3	$1.6M	Sell	11,405 -166	-1%	-$23.7K	0.56%	55
2025 Q2	$1.53M	Buy	11,571 +228	+2%	+$30.7K	0.58%	50
2025 Q1	$1.7M	Buy	11,343 +322	+3%	+$47.9K	0.71%	43
2024 Q4	$1.68M	Buy	11,021 +289	+3%	+$47.4K	0.69%	45
2024 Q3	$1.82M	Sell	10,732 -97	-0.9%	-$16.7K	0.76%	40
2024 Q2	$1.79M	Buy	10,829 +226	+2%	+$39K	0.8%	37
2024 Q1	$1.86M	Sell	10,603 -310	-3%	-$52.2K	0.84%	36
2023 Q4	$1.85M	Sell	10,913 -193	-2%	-$32K	0.91%	31
2023 Q3	$1.88M	Buy	11,106 +3,010	+37%	+$547K	0.99%	32
2023 Q2	$1.5M	Buy	8,096 +392	+5%	+$73.2K	0.78%	35
2023 Q1	$1.4M	Buy	7,704 +25	+0.3%	+$4.37K	0.74%	37
2022 Q4	$1.39M	Sell	7,679 -12,560	-62%	-$2.24M	0.73%	40
2022 Q3	$3.3M	Buy	20,239 +12,583	+164%	+$2.17M	0.98%	22
2022 Q2	$1.28M	Sell	7,656 -10	-0.1%	-$1.68K	0.62%	41
2022 Q1	$1.28M	Sell	7,666 -105	-1%	-$17.6K	0.54%	48
2021 Q4	$1.35M	Buy	7,771 +594	+8%	+$97K	0.55%	46
2021 Q3	$1.08M	Buy	7,177 +428	+6%	+$66.2K	0.49%	47
2021 Q2	$1M	Buy	6,749 +23	+0.3%	+$3.35K	0.46%	50
2021 Q1	$951K	Buy	6,726 +577	+9%	+$79.2K	0.46%	50
2020 Q4	$912K	Sell	6,149 -209	-3%	-$29.7K	0.48%	50
2020 Q3	$881K	Sell	6,358 -1,573	-20%	-$214K	0.53%	47
2020 Q2	$1.05M	Buy	7,931 +1,096	+16%	+$144K	0.62%	48
2020 Q1	$821K	Buy	6,835 +222	+3%	+$30K	0.59%	52
2019 Q4	$904K	Sell	6,613 -125	-2%	-$17K	0.61%	51
2019 Q3	$924K	Buy	6,738 +26	+0.4%	+$3.45K	0.67%	48
2019 Q2	$880K	Buy	6,712 +16	+0.2%	+$2.05K	0.63%	49
2019 Q1	$821K	Buy	6,696 +125	+2%	+$14.2K	0.59%	53
2018 Q4	$726K	Hold	6,571	–	–	0.61%	53
2018 Q3	$290	Buy	6,571 +79	+1%	+$8.95K	0.16%	90
2018 Q2	$707K	Buy	6,492 +30	+0.5%	+$3.1K	0.53%	55
2018 Q1	$705K	Sell	6,462 -107	-2%	-$12.2K	0.53%	58
2017 Q4	$788K	Buy	6,569 +1,431	+28%	+$163K	0.58%	56
2017 Q3	$573K	Buy	5,138 +117	+2%	+$13.5K	0.49%	61
2017 Q2	$580K	Buy	5,021 +4	+0.1%	+$459	0.53%	63
2017 Q1	$561K	Sell	5,017 -267	-5%	-$28.6K	0.54%	63
2016 Q4	$553K	Sell	5,284 -11,395	-68%	-$1.19M	0.54%	63
2016 Q3	$1.81M	Buy	16,679 +11,225	+206%	+$1.21M	1.03%	34
2016 Q2	$578K	Sell	5,454 -11,397	-68%	-$1.18M	0.58%	63
2016 Q1	$1.68M	Buy	16,851 +11,556	+218%	+$1.14M	1.1%	27
2015 Q4	$529K	Sell	5,295 -45	-0.8%	-$4.49K	0.64%	62
2015 Q3	$502K	Sell	5,340 -754	-12%	-$71.7K	0.66%	61
2015 Q2	$567K	Buy	6,094 +11	+0.2%	+$1.05K	0.68%	62
2015 Q1	$581K	Buy	6,083 +15	+0.2%	+$1.45K	0.64%	59
2014 Q4	$573K	Buy	+6,068	New	+$582K	0.66%	57

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

Investment Partners's PEP Position: Q1 2026 in Review

Investment Partners increased its PepsiCo (PEP) stake by 0.17% in Q1 2026, buying an estimated $2.96K and bringing the position to 11,074 shares worth $1.72M. The position accounts for 0.61% of the portfolio, ranked #47.

Investment Partners first reported a position in PEP in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.3M in Q3 2022. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Investment Partners held 11,074 shares of PepsiCo worth $1.72M as of Q1 2026.
Investment Partners bought 19 PepsiCo shares in Q1 2026, an estimated $2.96K.
PepsiCo made up 0.61% of Investment Partners's portfolio in Q1 2026, its #47 holding.
Investment Partners first reported a position in PepsiCo in Q4 2014 and has held it in 46 quarters since.
Investment Partners's PepsiCo position peaked at $3.3M in Q3 2022.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.