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McLaughlin Asset Management’s PepsiCo PEP Stock Holding History

McLaughlin Asset 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 		$409K Sell
2,634
-144
-5% -$22.4K 0.39% 73
2025
Q4 		$399K Buy
+2,778
New +$408K 0.36% 76

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

McLaughlin Asset Management's PEP Position: Q1 2026 in Review

McLaughlin Asset Management reduced its PepsiCo (PEP) stake by 5.2% in Q1 2026, selling an estimated $22.4K and leaving 2,634 shares worth $409K. The position accounts for 0.39% of the portfolio, ranked #73.

McLaughlin Asset Management first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • McLaughlin Asset Management held 2,634 shares of PepsiCo worth $409K as of Q1 2026.
  • McLaughlin Asset Management sold 144 PepsiCo shares in Q1 2026, an estimated $22.4K.
  • PepsiCo made up 0.39% of McLaughlin Asset Management's portfolio in Q1 2026, its #73 holding.
  • McLaughlin Asset Management first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on McLaughlin Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.