MFS
PEP icon

Miller Financial Services’s PepsiCo PEP Stock Holding History

Miller Financial Services’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 		$1.63M Sell
10,476
-901
-8% -$140K 1.78% 11
2025
Q4 		$1.63M Buy
11,377
+230
+2% +$33.8K 1.91% 11
2025
Q3 		$1.57M Buy
11,147
+1,373
+14% +$196K 1.81% 15
2025
Q2 		$1.29M Buy
9,774
+1,585
+19% +$214K 1.65% 17
2025
Q1 		$1.23M Buy
8,189
+683
+9% +$102K 1.76% 15
2024
Q4 		$1.14M Buy
+7,506
New +$1.23M 0.96% 28

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

Miller Financial Services's PEP Position: Q1 2026 in Review

Miller Financial Services reduced its PepsiCo (PEP) stake by 7.9% in Q1 2026, selling an estimated $140K and leaving 10,476 shares worth $1.63M. The position accounts for 1.78% of the portfolio, ranked #11.

Miller Financial Services first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.63M in Q4 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Miller Financial Services held 10,476 shares of PepsiCo worth $1.63M as of Q1 2026.
  • Miller Financial Services sold 901 PepsiCo shares in Q1 2026, an estimated $140K.
  • PepsiCo made up 1.78% of Miller Financial Services's portfolio in Q1 2026, its #11 holding.
  • Miller Financial Services first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Miller Financial Services's PepsiCo position peaked at $1.63M in Q4 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.