Michael J. Puzo’s PepsiCo PEP Stock Holding History

Michael J. Puzo’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	$835K	Sell	5,375 -700	-12%	-$109K	0.24%	46
2025 Q4	$872K	Sell	6,075 -785	-11%	-$115K	0.24%	43
2025 Q3	$963K	Sell	6,860 -985	-13%	-$141K	0.26%	45
2025 Q2	$1.04M	Sell	7,845 -705	-8%	-$95K	0.3%	44
2025 Q1	$1.28M	Sell	8,550 -2,637	-24%	-$392K	0.37%	40
2024 Q4	$1.7M	Sell	11,187 -4,858	-30%	-$796K	0.48%	37
2024 Q3	$2.73M	Sell	16,045 -3,174	-17%	-$545K	0.71%	34
2024 Q2	$3.17M	Sell	19,219 -420	-2%	-$72.5K	0.88%	33
2024 Q1	$3.44M	Buy	19,639 +1,749	+10%	+$294K	0.95%	31
2023 Q4	$3.04M	Sell	17,890 -255	-1%	-$42.3K	0.97%	32
2023 Q3	$3.07M	Sell	18,145 -675	-4%	-$123K	1.04%	32
2023 Q2	$3.49M	Sell	18,820 -250	-1%	-$46.7K	1.1%	33
2023 Q1	$3.48M	Buy	19,070 +599	+3%	+$105K	1.16%	31
2022 Q4	$3.34M	Sell	18,471 -69	-0.4%	-$12.3K	1.21%	29
2022 Q3	$3.03M	Sell	18,540 -524	-3%	-$90.3K	1.15%	31
2022 Q2	$3.18M	Sell	19,064 -150	-0.8%	-$25.3K	1.13%	33
2022 Q1	$3.22M	Sell	19,214 -647	-3%	-$109K	0.97%	37
2021 Q4	$3.45M	Sell	19,861 -118	-0.6%	-$19.3K	0.97%	37
2021 Q3	$3M	Sell	19,979 -196	-1%	-$30.3K	0.95%	37
2021 Q2	$2.99M	Sell	20,175 -1,500	-7%	-$219K	0.93%	37
2021 Q1	$3.07M	Sell	21,675 -275	-1%	-$37.7K	0.98%	36
2020 Q4	$3.25M	Sell	21,950 -400	-2%	-$56.9K	1.06%	36
2020 Q3	$3.1M	Sell	22,350 -480	-2%	-$65.3K	1.1%	34
2020 Q2	$3.02M	Sell	22,830 -390	-2%	-$51.4K	1.13%	34
2020 Q1	$2.79M	Sell	23,220 -293	-1%	-$39.6K	1.23%	32
2019 Q4	$3.21M	Sell	23,513 -575	-2%	-$78.3K	1.15%	33
2019 Q3	$3.3M	Buy	24,088 +1,657	+7%	+$220K	1.24%	31
2019 Q2	$2.94M	Sell	22,431 -250	-1%	-$32K	1.09%	34
2019 Q1	$2.78M	Sell	22,681 -110	-0.5%	-$12.5K	1.08%	34
2018 Q4	$2.52M	Buy	22,791 +4	+0%	+$451	1.12%	31
2018 Q3	$2.55M	Hold	22,787	–	–	0.96%	33
2018 Q2	$2.48M	Sell	22,787 -199	-0.9%	-$20.6K	1.05%	34
2018 Q1	$2.51M	Buy	22,986 +200	+0.9%	+$22.7K	1.07%	32
2017 Q4	$2.73M	Sell	22,786 -100	-0.4%	-$11.4K	1.13%	32
2017 Q3	$2.55M	Sell	22,886 -125	-0.5%	-$14.4K	1.33%	30
2017 Q2	$2.66M	Sell	23,011 -435	-2%	-$49.9K	1.44%	27
2017 Q1	$2.62M	Sell	23,446 -995	-4%	-$107K	1.46%	25
2016 Q4	$2.56M	Sell	24,441 -375	-2%	-$39.3K	1.48%	24
2016 Q3	$2.7M	Buy	24,816 +3,000	+14%	+$323K	1.56%	23
2016 Q2	$2.31M	Hold	21,816	–	–	1.52%	25
2016 Q1	$2.23M	Buy	21,816 +1,371	+7%	+$135K	1.48%	26
2015 Q4	$2.04M	Buy	20,445 +1,420	+7%	+$142K	1.43%	26
2015 Q3	$1.79M	Sell	19,025 -2,325	-11%	-$221K	1.27%	30
2015 Q2	$1.99M	Sell	21,350 -675	-3%	-$64.5K	1.28%	31
2015 Q1	$2.11M	Sell	22,025 -930	-4%	-$90K	1.35%	30
2014 Q4	$2.17M	Sell	22,955 -760	-3%	-$72.9K	1.43%	26
2014 Q3	$2.21M	Sell	23,715 -2,370	-9%	-$216K	1.52%	27
2014 Q2	$2.33M	Sell	26,085 -12,410	-32%	-$1.07M	1.62%	24
2014 Q1	$3.21M	Sell	38,495 -4,520	-11%	-$367K	2.31%	15
2013 Q4	$3.57M	Buy	43,015 +1,160	+3%	+$96.3K	2.6%	14
2013 Q3	$3.33M	Buy	41,855 +175	+0.4%	+$14.4K	2.78%	14
2013 Q2	$3.41M	Buy	+41,680	New	+$3.4M	2.99%	12

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

Michael J. Puzo's PEP Position: Q1 2026 in Review

Michael J. Puzo reduced its PepsiCo (PEP) stake by 12% in Q1 2026, selling an estimated $109K and leaving 5,375 shares worth $835K. The position accounts for 0.24% of the portfolio, ranked #46.

Michael J. Puzo first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.57M in Q4 2013. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Michael J. Puzo held 5,375 shares of PepsiCo worth $835K as of Q1 2026.
Michael J. Puzo sold 700 PepsiCo shares in Q1 2026, an estimated $109K.
PepsiCo made up 0.24% of Michael J. Puzo's portfolio in Q1 2026, its #46 holding.
Michael J. Puzo first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
Michael J. Puzo's PepsiCo position peaked at $3.57M in Q4 2013.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.