KOC
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Koss-Olinger Consulting’s PepsiCo PEP Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-2,290
Closed -$329K – 279
2025
Q4 		$329K Sell
2,290
-27
-1% -$3.97K 0.03% 213
2025
Q3 		$306K Sell
2,317
-30
-1% -$4.28K 0.03% 264
2025
Q2 		$310K Sell
2,347
-198
-8% -$26.7K 0.03% 264
2025
Q1 		$382K Buy
+2,545
New +$379K 0.03% 232
2024
Q4 		– Sell
-2,371
Closed -$403K – 263
2024
Q3 		$403K Buy
2,371
+621
+35% +$107K 0.04% 187
2024
Q2 		$289K Sell
1,750
-31,675
-95% -$5.47M 0.03% 217
2024
Q1 		$5.85M Buy
33,425
+31,072
+1,321% +$5.23M 3.16% 13
2023
Q4 		$400K Sell
2,353
-198
-8% -$32.8K 0.04% 187
2023
Q3 		$432K Hold
2,551
– – 0.06% 140
2023
Q2 		$472K Buy
2,551
+170
+7% +$31.7K 0.05% 142
2023
Q1 		$434K Buy
2,381
+927
+64% +$162K 0.05% 146
2022
Q4 		$263K Sell
1,454
-3
-0.2% -$535 0.04% 170
2022
Q3 		$238K Buy
+1,457
New +$251K 0.04% 185
2022
Q2 		– Sell
-1,239
Closed -$207K – 207
2022
Q1 		$207K Sell
1,239
-221
-15% -$37.1K 0.03% 181
2021
Q4 		$254K Buy
+1,460
New +$238K 0.04% 164
2021
Q3 		– Sell
-1,841
Closed -$400K – 265
2021
Q2 		$400K Buy
1,841
+29
+2% +$4.22K 0.06% 161
2021
Q1 		$256K Buy
+1,812
New +$249K 0.04% 191

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

Koss-Olinger Consulting's PEP Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 2,290 shares — an estimated $329K sold.

Koss-Olinger Consulting first reported a position in PEP in Q1 2021 and held it in 17 quarters. The position peaked at $5.85M in Q1 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Koss-Olinger Consulting reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 2,290 PepsiCo shares in Q1 2026, an estimated $329K.
  • Koss-Olinger Consulting first reported a position in PepsiCo in Q1 2021 and held it in 17 quarters.
  • Koss-Olinger Consulting's PepsiCo position peaked at $5.85M in Q1 2024.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.