Natural Investments’s PepsiCo PEP Stock Holding History

Natural Investments’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	$2.05M	Sell	13,228 -52	-0.4%	-$8.1K	0.51%	39
2025 Q4	$1.91M	Buy	13,280 +84	+0.6%	+$12.3K	0.47%	42
2025 Q3	$1.85M	Sell	13,196 -391	-3%	-$55.8K	0.46%	57
2025 Q2	$1.79M	Buy	13,587 +627	+5%	+$84.5K	0.46%	58
2025 Q1	$1.94M	Sell	12,960 -218	-2%	-$32.4K	0.55%	51
2024 Q4	$2M	Buy	+13,178	New	+$2.16M	0.55%	51

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

Natural Investments's PEP Position: Q1 2026 in Review

Natural Investments reduced its PepsiCo (PEP) stake by 0.39% in Q1 2026, selling an estimated $8.1K and leaving 13,228 shares worth $2.05M. The position accounts for 0.51% of the portfolio, ranked #39.

Natural Investments first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Natural Investments held 13,228 shares of PepsiCo worth $2.05M as of Q1 2026.
Natural Investments sold 52 PepsiCo shares in Q1 2026, an estimated $8.1K.
PepsiCo made up 0.51% of Natural Investments's portfolio in Q1 2026, its #39 holding.
Natural Investments first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Natural Investments's 13F filing for Q1 2026, filed 1 May 2026.