MP
PEP icon

McDonald Partners’s PepsiCo PEP Stock Holding History

McDonald Partners’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 		$1.2M Sell
7,727
-376
-5% -$58.6K 0.28% 91
2025
Q4 		$1.16M Sell
8,103
-2,727
-25% -$401K 0.37% 73
2025
Q3 		$1.52M Sell
10,830
-7,566
-41% -$1.08M 0.45% 61
2025
Q2 		$2.44M Sell
18,396
-426
-2% -$57.4K 0.58% 46
2025
Q1 		$2.83M Buy
18,822
+27
+0.1% +$4.02K 0.74% 37
2024
Q4 		$2.86M Buy
18,795
+1,704
+10% +$279K 0.73% 38
2024
Q3 		$2.91M Sell
17,091
-823
-5% -$141K 0.73% 37
2024
Q2 		$2.95M Buy
17,914
+6
+0% +$1.04K 0.79% 35
2024
Q1 		$3.13M Sell
17,908
-769
-4% -$129K 0.86% 32
2023
Q4 		$3.17M Buy
18,677
+369
+2% +$61.2K 0.94% 28
2023
Q3 		$3.1M Sell
18,308
-978
-5% -$178K 1.01% 24
2023
Q2 		$3.57M Sell
19,286
-478
-2% -$89.2K 1.09% 19
2023
Q1 		$3.6M Sell
19,764
-573
-3% -$100K 1.17% 17
2022
Q4 		$3.67M Sell
20,337
-85
-0.4% -$15.2K 1.26% 16
2022
Q3 		$3.33M Sell
20,422
-8,067
-28% -$1.39M 1.27% 16
2022
Q2 		$4.75M Buy
28,489
+1,530
+6% +$258K 1.21% 17
2022
Q1 		$4.51M Buy
26,959
+26,950
+299,444% +$4.52M 0.98% 21
2021
Q4 		$1.59K Sell
9
-27,100
-100% -$4.43M ﹤0.01% 387
2021
Q3 		$4.08M Sell
27,109
-674
-2% -$104K 0.96% 23
2021
Q2 		$4.12M Sell
27,783
-905
-3% -$132K 0.97% 20
2021
Q1 		$4.06M Sell
28,688
-2,176
-7% -$299K 1.04% 20
2020
Q4 		$4.58M Buy
+30,864
New +$4.39M 1.29% 14

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

McDonald Partners's PEP Position: Q1 2026 in Review

McDonald Partners reduced its PepsiCo (PEP) stake by 4.6% in Q1 2026, selling an estimated $58.6K and leaving 7,727 shares worth $1.2M. The position accounts for 0.28% of the portfolio, ranked #91.

McDonald Partners first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.75M in Q2 2022. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • McDonald Partners held 7,727 shares of PepsiCo worth $1.2M as of Q1 2026.
  • McDonald Partners sold 376 PepsiCo shares in Q1 2026, an estimated $58.6K.
  • PepsiCo made up 0.28% of McDonald Partners's portfolio in Q1 2026, its #91 holding.
  • McDonald Partners first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's PepsiCo position peaked at $4.75M in Q2 2022.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.