Nexus Investment Management’s PepsiCo PEP Stock Holding History

Nexus 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	–	Sell	-125	Closed	-$17.9K	–	72
2025 Q4	$17.9K	Hold	125	–	–	﹤0.01%	67
2025 Q3	$17.6K	Hold	125	–	–	﹤0.01%	67
2025 Q2	$16.5K	Hold	125	–	–	﹤0.01%	76
2025 Q1	$27K	Buy	+125	New	+$18.6K	﹤0.01%	69
2022 Q3	–	Sell	-4,250	Closed	-$708K	–	67
2022 Q2	$708K	Hold	4,250	–	–	0.08%	52
2022 Q1	$711K	Hold	4,250	–	–	0.07%	50
2021 Q4	$738K	Hold	4,250	–	–	0.08%	49
2021 Q3	$639K	Hold	4,250	–	–	0.07%	52
2021 Q2	$630K	Hold	4,250	–	–	0.07%	51
2021 Q1	$601K	Hold	4,250	–	–	0.07%	54
2020 Q4	$617K	Buy	4,250 +875	+26%	+$124K	0.08%	50
2020 Q3	$468K	Hold	3,375	–	–	0.07%	53
2020 Q2	$446K	Buy	3,375 +700	+26%	+$92.3K	0.07%	52
2020 Q1	$321K	Sell	2,675 -325	-11%	-$43.9K	0.06%	57
2019 Q4	$410K	Hold	3,000	–	–	0.06%	58
2019 Q3	$411K	Sell	3,000 -3,000	-50%	-$399K	0.06%	56
2019 Q2	$787K	Hold	6,000	–	–	0.11%	48
2019 Q1	$735K	Sell	6,000 -150	-2%	-$17.1K	0.11%	49
2018 Q4	$679K	Hold	6,150	–	–	0.12%	46
2018 Q3	$688K	Sell	6,150 -450	-7%	-$51K	0.1%	54
2018 Q2	$719K	Hold	6,600	–	–	0.11%	54
2018 Q1	$720K	Hold	6,600	–	–	0.11%	49
2017 Q4	$791K	Hold	6,600	–	–	0.12%	51
2017 Q3	$735K	Hold	6,600	–	–	0.11%	51
2017 Q2	$762K	Hold	6,600	–	–	0.12%	47
2017 Q1	$738K	Sell	6,600 -300	-4%	-$32.2K	0.13%	45
2016 Q4	$722K	Hold	6,900	–	–	0.12%	50
2016 Q3	$751K	Buy	6,900 +950	+16%	+$102K	0.14%	48
2016 Q2	$630K	Sell	5,950 -1,000	-14%	-$103K	0.12%	55
2016 Q1	$712K	Hold	6,950	–	–	0.13%	52
2015 Q4	$694K	Hold	6,950	–	–	0.14%	51
2015 Q3	$655K	Buy	6,950 +200	+3%	+$19K	0.14%	48
2015 Q2	$630K	Hold	6,750	–	–	0.12%	50
2015 Q1	$645K	Hold	6,750	–	–	0.13%	50
2014 Q4	$638K	Hold	6,750	–	–	0.12%	50
2014 Q3	$628K	Hold	6,750	–	–	0.12%	50
2014 Q2	$603K	Hold	6,750	–	–	0.11%	53
2014 Q1	$564K	Buy	6,750 +3,970	+143%	+$322K	0.11%	52
2013 Q4	$231K	Hold	2,780	–	–	0.05%	66
2013 Q3	$221K	Buy	2,780 +280	+11%	+$23K	0.05%	65
2013 Q2	$214K	Buy	+2,500	New	+$204K	0.05%	63

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

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

Nexus Investment Management sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 125 shares — an estimated $17.9K sold.

Nexus Investment Management first reported a position in PEP in Q2 2013 and held it in 41 quarters. The position peaked at $791K in Q4 2017. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Nexus Investment Management reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Nexus Investment Management sold 125 PepsiCo shares in Q1 2026, an estimated $17.9K.
Nexus Investment Management first reported a position in PepsiCo in Q2 2013 and held it in 41 quarters.
Nexus Investment Management's PepsiCo position peaked at $791K in Q4 2017.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Nexus Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.