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Liberty One Investment Management’s PepsiCo PEP Stock Holding History

Liberty One Investment Management’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
-36,670
Closed -$5.26M – 158
2025
Q4 		$5.26M Sell
36,670
-43,106
-54% -$6.33M 0.67% 32
2025
Q3 		$11.2M Buy
79,776
+30,205
+61% +$4.31M 0.63% 28
2025
Q2 		$6.55M Buy
49,571
+4,500
+10% +$606K 0.66% 31
2025
Q1 		$6.76M Sell
45,071
-98,910
-69% -$14.7M 0.68% 29
2024
Q4 		$21.9M Buy
143,981
+3,847
+3% +$630K 2.37% 20
2024
Q3 		$23.8M Buy
140,134
+2,248
+2% +$386K 2.44% 21
2024
Q2 		$22.7M Buy
137,886
+10,040
+8% +$1.73M 2.56% 19
2024
Q1 		$22.4M Buy
127,846
+1,977
+2% +$333K 2.53% 20
2023
Q4 		$21.4M Buy
125,869
+2,839
+2% +$471K 2.64% 20
2023
Q3 		$20.8M Sell
123,030
-22,624
-16% -$4.11M 3.02% 17
2023
Q2 		$27M Buy
145,654
+1,693
+1% +$316K 3.5% 8
2023
Q1 		$26.2M Buy
143,961
+7,628
+6% +$1.33M 3.58% 5
2022
Q4 		$24.6M Buy
136,333
+1,894
+1% +$338K 3.54% 8
2022
Q3 		$21.9M Sell
134,439
-843
-0.6% -$145K 3.61% 7
2022
Q2 		$20M Sell
135,282
-1,554
-1% -$262K 3.41% 7
2022
Q1 		$22.9M Buy
136,836
+1,026
+0.8% +$172K 3.48% 6
2021
Q4 		$23.6M Buy
135,810
+1,038
+0.8% +$170K 3.55% 5
2021
Q3 		$20.3M Sell
134,772
-510
-0.4% -$78.9K 3.46% 5
2021
Q2 		$20M Buy
135,282
+2,590
+2% +$377K 3.39% 7
2021
Q1 		$18.8M Buy
132,692
+7,121
+6% +$977K 3.34% 7
2020
Q4 		$18.6M Buy
125,571
+2,464
+2% +$350K 3.5% 6
2020
Q3 		$17.1M Buy
123,107
+5,571
+5% +$758K 3.49% 7
2020
Q2 		$15.5M Buy
117,536
+6,823
+6% +$899K 3.48% 10
2020
Q1 		$13.3M Buy
110,713
+4,327
+4% +$585K 3.43% 11
2019
Q4 		$14.5M Buy
+106,386
New +$14.5M 3.15% 12

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

Liberty One Investment Management's PEP Position: Q1 2026 in Review

Liberty One Investment Management sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 36,670 shares — an estimated $5.26M sold.

Liberty One Investment Management first reported a position in PEP in Q4 2019 and held it in 25 quarters. The position peaked at $27M in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Liberty One Investment Management reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
  • Liberty One Investment Management sold 36,670 PepsiCo shares in Q1 2026, an estimated $5.26M.
  • Liberty One Investment Management first reported a position in PepsiCo in Q4 2019 and held it in 25 quarters.
  • Liberty One Investment Management's PepsiCo position peaked at $27M in Q2 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.