Miller Investment Management’s PepsiCo PEP Stock Holding History

Miller Investment 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	$719K	Hold	4,631	–	–	0.07%	60
2025 Q4	$665K	Hold	4,631	–	–	0.06%	66
2025 Q3	$650K	Hold	4,631	–	–	0.07%	75
2025 Q2	$611K	Hold	4,631	–	–	0.06%	77
2025 Q1	$694K	Hold	4,631	–	–	0.08%	74
2024 Q4	$704K	Hold	4,631	–	–	0.08%	73
2024 Q3	$788K	Hold	4,631	–	–	0.08%	73
2024 Q2	$764K	Hold	4,631	–	–	0.09%	71
2024 Q1	$810K	Hold	4,631	–	–	0.1%	72
2023 Q4	$787K	Hold	4,631	–	–	0.11%	72
2023 Q3	$785K	Hold	4,631	–	–	0.12%	65
2023 Q2	$858K	Hold	4,631	–	–	0.13%	63
2023 Q1	$844K	Hold	4,631	–	–	0.14%	61
2022 Q4	$837K	Hold	4,631	–	–	0.14%	61
2022 Q3	$756K	Hold	4,631	–	–	0.16%	54
2022 Q2	$772K	Hold	4,631	–	–	0.16%	53
2022 Q1	$775K	Hold	4,631	–	–	0.12%	57
2021 Q4	$804K	Hold	4,631	–	–	0.12%	56
2021 Q3	$697K	Hold	4,631	–	–	0.12%	55
2021 Q2	$686K	Hold	4,631	–	–	0.12%	55
2021 Q1	$655K	Hold	4,631	–	–	0.12%	54
2020 Q4	$687K	Hold	4,631	–	–	0.13%	52
2020 Q3	$642K	Hold	4,631	–	–	0.16%	47
2020 Q2	$612K	Hold	4,631	–	–	0.18%	47
2020 Q1	$556K	Hold	4,631	–	–	0.18%	47
2019 Q4	$633K	Hold	4,631	–	–	0.14%	51
2019 Q3	$635K	Hold	4,631	–	–	0.14%	51
2019 Q2	$607K	Hold	4,631	–	–	0.14%	51
2019 Q1	$568K	Hold	4,631	–	–	0.15%	51
2018 Q4	$512K	Hold	4,631	–	–	0.15%	51
2018 Q3	$518K	Hold	4,631	–	–	0.16%	53
2018 Q2	$504K	Hold	4,631	–	–	0.15%	56
2018 Q1	$505K	Hold	4,631	–	–	0.17%	53
2017 Q4	$555K	Hold	4,631	–	–	0.17%	52
2017 Q3	$516K	Hold	4,631	–	–	0.17%	51
2017 Q2	$535K	Hold	4,631	–	–	0.19%	49
2017 Q1	$518K	Sell	4,631 -470	-9%	-$50.4K	0.19%	46
2016 Q4	$534K	Hold	5,101	–	–	0.17%	46
2016 Q3	$555K	Hold	5,101	–	–	0.2%	44
2016 Q2	$540K	Hold	5,101	–	–	0.21%	44
2016 Q1	$523K	Hold	5,101	–	–	0.23%	42
2015 Q4	$510K	Hold	5,101	–	–	0.2%	44
2015 Q3	$481K	Hold	5,101	–	–	0.19%	46
2015 Q2	$476K	Hold	5,101	–	–	0.18%	48
2015 Q1	$488K	Sell	5,101 -1,300	-20%	-$126K	0.18%	50
2014 Q4	$605K	Hold	6,401	–	–	0.23%	44
2014 Q3	$596K	Hold	6,401	–	–	0.29%	43
2014 Q2	$572K	Hold	6,401	–	–	0.25%	45
2014 Q1	$534K	Sell	6,401 -1,604	-20%	-$130K	0.3%	45
2013 Q4	$664K	Hold	8,005	–	–	0.37%	43
2013 Q3	$636K	Sell	8,005 -54	-0.7%	-$4.44K	0.38%	43
2013 Q2	$659K	Buy	+8,059	New	+$658K	0.47%	40

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

Miller Investment Management's PEP Position: Q1 2026 in Review

Miller Investment Management held its PepsiCo (PEP) position steady in Q1 2026 at 4,631 shares worth $719K. The position accounts for 0.07% of the portfolio, ranked #60.

Miller Investment Management first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $858K in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Miller Investment Management held 4,631 shares of PepsiCo worth $719K as of Q1 2026.
Miller Investment Management left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up 0.07% of Miller Investment Management's portfolio in Q1 2026, its #60 holding.
Miller Investment Management first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
Miller Investment Management's PepsiCo position peaked at $858K in Q2 2023.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.