MKA
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M. Kulyk & Associates’s PepsiCo PEP Stock Holding History

M. Kulyk & Associates’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 		$252K Buy
1,621
+16
+1% +$2.49K 0.05% 103
2025
Q4 		$230K Hold
1,605
– – 0.04% 97
2025
Q3 		$225K Sell
1,605
-50
-3% -$7.14K 0.05% 95
2025
Q2 		$219K Sell
1,655
-10
-0.6% -$1.35K 0.05% 101
2025
Q1 		$250K Buy
1,665
+186
+13% +$27.7K 0.06% 86
2024
Q4 		$225K Hold
1,479
– – 0.05% 98
2024
Q3 		$251K Sell
1,479
-3
-0.2% -$515 0.05% 98
2024
Q2 		$244K Sell
1,482
-46
-3% -$7.94K 0.06% 98
2024
Q1 		$267K Buy
1,528
+1
+0.1% +$168 0.06% 94
2023
Q4 		$259K Hold
1,527
– – 0.06% 93
2023
Q3 		$259K Sell
1,527
-2,081
-58% -$378K 0.07% 84
2023
Q2 		$668K Sell
3,608
-446
-11% -$83.2K 0.19% 63
2023
Q1 		$739K Sell
4,054
-254
-6% -$44.4K 0.22% 61
2022
Q4 		$778K Buy
4,308
+48
+1% +$8.56K 0.26% 61
2022
Q3 		$695K Sell
4,260
-343
-7% -$59.1K 0.24% 60
2022
Q2 		$767K Sell
4,603
-1,637
-26% -$276K 0.24% 56
2022
Q1 		$1.04M Sell
6,240
-25,039
-80% -$4.2M 0.29% 52
2021
Q4 		$5.43M Buy
31,279
+617
+2% +$101K 1.41% 31
2021
Q3 		$4.61M Buy
30,662
+563
+2% +$87.1K 1.48% 30
2021
Q2 		$4.46M Buy
30,099
+464
+2% +$67.6K 1.61% 28
2021
Q1 		$4.19M Buy
29,635
+4,698
+19% +$645K 1.56% 24
2020
Q4 		$3.7M Buy
+24,937
New +$3.54M 2.05% 13

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

M. Kulyk & Associates's PEP Position: Q1 2026 in Review

M. Kulyk & Associates increased its PepsiCo (PEP) stake by 1% in Q1 2026, buying an estimated $2.49K and bringing the position to 1,621 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #103.

M. Kulyk & Associates first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.43M in Q4 2021. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • M. Kulyk & Associates held 1,621 shares of PepsiCo worth $252K as of Q1 2026.
  • M. Kulyk & Associates bought 16 PepsiCo shares in Q1 2026, an estimated $2.49K.
  • PepsiCo made up 0.05% of M. Kulyk & Associates's portfolio in Q1 2026, its #103 holding.
  • M. Kulyk & Associates first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • M. Kulyk & Associates's PepsiCo position peaked at $5.43M in Q4 2021.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.