Monument Capital Management
PEP icon

Monument Capital Management’s PepsiCo PEP Stock Holding History

Monument Capital 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
Q3 		$254K Buy
2,005
+239
+14% +$32.9K 0.05% 226
2026
Q2 		$239K Sell
1,766
-668
-27% -$100K 0.05% 235
2026
Q1 		$378K Sell
2,434
-176
-7% -$27.4K 0.09% 154
2025
Q4 		$375K Sell
2,610
-1,615
-38% -$237K 0.09% 159
2025
Q3 		$593K Buy
+4,225
New +$603K 0.15% 120
2024
Q4 		– Sell
-1,751
Closed -$298K – 213
2024
Q3 		$298K Sell
1,751
-771
-31% -$132K 0.08% 153
2024
Q2 		$416K Buy
2,522
+222
+10% +$38.3K 0.12% 119
2024
Q1 		$402K Sell
2,300
-594
-21% -$100K 0.12% 134
2023
Q4 		$491K Sell
2,894
-16,604
-85% -$2.75M 0.16% 113
2023
Q3 		$3.3M Sell
19,498
-1,391
-7% -$253K 1.11% 20
2023
Q2 		$3.87M Sell
20,889
-169
-0.8% -$31.5K 1.23% 15
2023
Q1 		$3.84M Buy
21,058
+11,584
+122% +$2.02M 1.28% 20
2022
Q4 		$1.71M Buy
9,474
+1,241
+15% +$221K 0.59% 56
2022
Q3 		$1.34M Buy
8,233
+5,084
+161% +$876K 0.5% 60
2022
Q2 		$525K Buy
3,149
+676
+27% +$114K 0.2% 97
2022
Q1 		$414K Buy
2,473
+311
+14% +$52.2K 0.13% 103
2021
Q4 		$375K Buy
+2,162
New +$353K 0.12% 115

Other funds holding PEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Monument Capital Management's PEP Position: Q3 2026 in Review

Monument Capital Management increased its PepsiCo (PEP) stake by 14% in Q3 2026, buying an estimated $32.9K and bringing the position to 2,005 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #226.

Monument Capital Management first reported a position in PEP in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.87M in Q2 2023. 2,351 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Monument Capital Management held 2,005 shares of PepsiCo worth $254K as of Q3 2026.
  • Monument Capital Management bought 239 PepsiCo shares in Q3 2026, an estimated $32.9K.
  • PepsiCo made up 0.05% of Monument Capital Management's portfolio in Q3 2026, its #226 holding.
  • Monument Capital Management first reported a position in PepsiCo in Q4 2021 and has held it in 17 quarters since.
  • Monument Capital Management's PepsiCo position peaked at $3.87M in Q2 2023.
  • 2,351 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.