Marco Investment Management’s PepsiCo PEP Stock Holding History

Marco 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	$424K	Sell	2,729 -60	-2%	-$9.35K	0.03%	153
2025 Q4	$400K	Sell	2,789 -43	-2%	-$6.32K	0.03%	157
2025 Q3	$398K	Sell	2,832 -60	-2%	-$8.57K	0.03%	152
2025 Q2	$382K	Hold	2,892	–	–	0.03%	158
2025 Q1	$434K	Sell	2,892 -140	-5%	-$20.8K	0.04%	153
2024 Q4	$461K	Sell	3,032 -315	-9%	-$51.6K	0.04%	149
2024 Q3	$569K	Sell	3,347 -66	-2%	-$11.3K	0.05%	141
2024 Q2	$563K	Buy	3,413 +41	+1%	+$7.08K	0.05%	138
2024 Q1	$590K	Buy	3,372 +92	+3%	+$15.5K	0.06%	134
2023 Q4	$557K	Buy	3,280 +158	+5%	+$26.2K	0.06%	135
2023 Q3	$529K	Buy	3,122 +6	+0.2%	+$1.09K	0.06%	134
2023 Q2	$577K	Hold	3,116	–	–	0.06%	137
2023 Q1	$568K	Hold	3,116	–	–	0.06%	140
2022 Q4	$563K	Hold	3,116	–	–	0.07%	141
2022 Q3	$509K	Buy	3,116 +41	+1%	+$7.07K	0.06%	144
2022 Q2	$512K	Hold	3,075	–	–	0.06%	144
2022 Q1	$515K	Buy	3,075 +14	+0.5%	+$2.35K	0.05%	150
2021 Q4	$532K	Sell	3,061 -39	-1%	-$6.37K	0.05%	150
2021 Q3	$466K	Buy	3,100 +39	+1%	+$6.04K	0.05%	152
2021 Q2	$454K	Hold	3,061	–	–	0.05%	150
2021 Q1	$433K	Sell	3,061 -60	-2%	-$8.23K	0.06%	141
2020 Q4	$463K	Hold	3,121	–	–	0.07%	130
2020 Q3	$433K	Hold	3,121	–	–	0.07%	127
2020 Q2	$413K	Sell	3,121 -100	-3%	-$13.2K	0.08%	122
2020 Q1	$387K	Sell	3,221 -277	-8%	-$37.4K	0.08%	119
2019 Q4	$478K	Hold	3,498	–	–	0.07%	130
2019 Q3	$480K	Buy	3,498 +60	+2%	+$7.97K	0.08%	126
2019 Q2	$451K	Sell	3,438 -51	-1%	-$6.54K	0.08%	128
2019 Q1	$428K	Sell	3,489 -695	-17%	-$79.2K	0.08%	133
2018 Q4	$462K	Buy	4,184 +413	+11%	+$46.6K	0.09%	133
2018 Q3	$422K	Sell	3,771 -211	-5%	-$23.9K	0.06%	146
2018 Q2	$434K	Buy	3,982 +4	+0.1%	+$413	0.07%	146
2018 Q1	$434K	Sell	3,978 -105	-3%	-$11.9K	0.07%	145
2017 Q4	$490K	Sell	4,083 -324	-7%	-$37K	0.07%	136
2017 Q3	$491K	Sell	4,407 -19	-0.4%	-$2.19K	0.08%	141
2017 Q2	$511K	Hold	4,426	–	–	0.08%	135
2017 Q1	$495K	Hold	4,426	–	–	0.08%	133
2016 Q4	$463K	Hold	4,426	–	–	0.08%	137
2016 Q3	$481K	Sell	4,426 -223	-5%	-$24K	0.09%	133
2016 Q2	$493K	Sell	4,649 -153	-3%	-$15.8K	0.09%	132
2016 Q1	$492	Hold	4,802	–	–	0.07%	135
2015 Q4	$480K	Hold	4,802	–	–	0.09%	136
2015 Q3	$453K	Hold	4,802	–	–	0.09%	134
2015 Q2	$448K	Hold	4,802	–	–	0.07%	144
2015 Q1	$459K	Buy	4,802 +703	+17%	+$68K	0.08%	134
2014 Q4	$388K	Buy	4,099 +100	+3%	+$9.59K	0.05%	152
2014 Q3	$372K	Hold	3,999	–	–	0.05%	150
2014 Q2	$357K	Buy	3,999 +460	+13%	+$39.7K	0.07%	145
2014 Q1	$296K	Sell	3,539 -548	-13%	-$44.5K	0.06%	151
2013 Q4	$339	Sell	4,087 -75	-2%	-$6.23K	0.02%	145
2013 Q3	$331K	Hold	4,162	–	–	0.08%	140
2013 Q2	$340K	Buy	+4,162	New	+$340K	0.1%	110

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

Marco Investment Management's PEP Position: Q1 2026 in Review

Marco Investment Management reduced its PepsiCo (PEP) stake by 2.2% in Q1 2026, selling an estimated $9.35K and leaving 2,729 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #153.

Marco Investment Management first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $590K in Q1 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Marco Investment Management held 2,729 shares of PepsiCo worth $424K as of Q1 2026.
Marco Investment Management sold 60 PepsiCo shares in Q1 2026, an estimated $9.35K.
PepsiCo made up 0.03% of Marco Investment Management's portfolio in Q1 2026, its #153 holding.
Marco Investment Management first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
Marco Investment Management's PepsiCo position peaked at $590K in Q1 2024.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.