Kennedy Investment Group’s PepsiCo PEP Stock Holding History

Kennedy Investment Group’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	$1.12M	Buy	7,198 +231	+3%	+$36K	0.44%	55
2025 Q4	$1,000K	Sell	6,967 -566	-8%	-$83.2K	0.38%	64
2025 Q3	$1.06M	Buy	7,533 +22	+0.3%	+$3.14K	0.42%	55
2025 Q2	$992K	Buy	7,511 +23	+0.3%	+$3.1K	0.42%	55
2025 Q1	$1.12M	Sell	7,488 -318	-4%	-$47.3K	0.52%	52
2024 Q4	$1.19M	Sell	7,806 -581	-7%	-$95.2K	0.54%	48
2024 Q3	$1.43M	Sell	8,387 -219	-3%	-$37.6K	0.66%	39
2024 Q2	$1.42M	Buy	8,606 +208	+2%	+$35.9K	0.72%	32
2024 Q1	$1.47M	Buy	8,398 +234	+3%	+$39.4K	0.78%	32
2023 Q4	$1.39M	Buy	8,164 +99	+1%	+$16.4K	0.77%	33
2023 Q3	$1.37M	Buy	8,065 +218	+3%	+$39.6K	0.82%	32
2023 Q2	$1.45M	Buy	7,847 +112	+1%	+$20.9K	0.85%	33
2023 Q1	$1.41M	Buy	7,735 +335	+5%	+$58.6K	0.86%	33
2022 Q4	$1.34M	Buy	+7,400	New	+$1.32M	0.85%	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

Kennedy Investment Group's PEP Position: Q1 2026 in Review

Kennedy Investment Group increased its PepsiCo (PEP) stake by 3.3% in Q1 2026, buying an estimated $36K and bringing the position to 7,198 shares worth $1.12M. The position accounts for 0.44% of the portfolio, ranked #55.

Kennedy Investment Group first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.47M in Q1 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Kennedy Investment Group held 7,198 shares of PepsiCo worth $1.12M as of Q1 2026.
Kennedy Investment Group bought 231 PepsiCo shares in Q1 2026, an estimated $36K.
PepsiCo made up 0.44% of Kennedy Investment Group's portfolio in Q1 2026, its #55 holding.
Kennedy Investment Group first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
Kennedy Investment Group's PepsiCo position peaked at $1.47M in Q1 2024.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Kennedy Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.