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Means Investment Company’s PepsiCo PEP Stock Holding History

Means Investment Company’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 		$1.6M Sell
10,302
-384
-4% -$59.8K 0.14% 66
2025
Q4 		$1.53M Sell
10,686
-441
-4% -$64.8K 0.13% 67
2025
Q3 		$1.56M Sell
11,127
-463
-4% -$66.1K 0.14% 68
2025
Q2 		$1.53M Sell
11,590
-450
-4% -$60.6K 0.15% 70
2025
Q1 		$1.81M Buy
12,040
+1,129
+10% +$168K 0.19% 62
2024
Q4 		$1.66M Sell
10,911
-233
-2% -$38.2K 0.17% 70
2024
Q3 		$1.9M Buy
11,144
+95
+0.9% +$16.3K 0.21% 62
2024
Q2 		$1.82M Sell
11,049
-720
-6% -$124K 0.22% 59
2024
Q1 		$2.06M Sell
11,769
-385
-3% -$64.8K 0.27% 59
2023
Q4 		$2.06M Sell
12,154
-257
-2% -$42.6K 0.3% 59
2023
Q3 		$2.1M Sell
12,411
-132
-1% -$24K 0.34% 55
2023
Q2 		$2.32M Buy
12,543
+50
+0.4% +$9.33K 0.37% 53
2023
Q1 		$2.28M Buy
12,493
+63
+0.5% +$11K 0.4% 49
2022
Q4 		$2.25M Buy
12,430
+193
+2% +$34.4K 0.45% 50
2022
Q3 		$2M Buy
12,237
+63
+0.5% +$10.9K 0.43% 49
2022
Q2 		$2.03M Buy
12,174
+37
+0.3% +$6.23K 0.43% 50
2022
Q1 		$2.03M Buy
12,137
+576
+5% +$96.7K 0.37% 60
2021
Q4 		$2.01M Buy
11,561
+161
+1% +$26.3K 0.35% 60
2021
Q3 		$1.72M Buy
11,400
+19
+0.2% +$2.94K 0.34% 62
2021
Q2 		$1.69M Buy
11,381
+36
+0.3% +$5.25K 0.34% 58
2021
Q1 		$1.6M Buy
11,345
+35
+0.3% +$4.8K 0.37% 57
2020
Q4 		$1.53M Buy
11,310
+157
+1% +$22.3K 0.35% 54
2020
Q3 		$1.54M Buy
11,153
+2,434
+28% +$331K 0.42% 49
2020
Q2 		$1.18M Buy
8,719
+14
+0.2% +$1.84K 0.37% 57
2020
Q1 		$1.15M Buy
8,705
+19
+0.2% +$2.57K 0.45% 54
2019
Q4 		$1.23M Sell
8,686
-17
-0.2% -$2.31K 0.41% 58
2019
Q3 		$1.18M Sell
8,703
-62
-0.7% -$8.24K 0.44% 59
2019
Q2 		$1.16M Sell
8,765
-100
-1% -$12.8K 0.47% 56
2019
Q1 		$1.09M Buy
8,865
+439
+5% +$50K 0.48% 57
2018
Q4 		$931K Buy
+8,426
New +$950K 0.52% 53

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

Means Investment Company's PEP Position: Q1 2026 in Review

Means Investment Company reduced its PepsiCo (PEP) stake by 3.6% in Q1 2026, selling an estimated $59.8K and leaving 10,302 shares worth $1.6M. The position accounts for 0.14% of the portfolio, ranked #66.

Means Investment Company first reported a position in PEP in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.32M in Q2 2023. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Means Investment Company held 10,302 shares of PepsiCo worth $1.6M as of Q1 2026.
  • Means Investment Company sold 384 PepsiCo shares in Q1 2026, an estimated $59.8K.
  • PepsiCo made up 0.14% of Means Investment Company's portfolio in Q1 2026, its #66 holding.
  • Means Investment Company first reported a position in PepsiCo in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's PepsiCo position peaked at $2.32M in Q2 2023.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.