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NorthRock Partners’s PepsiCo PEP Stock Holding History

NorthRock Partners’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 		$31.1K Buy
+200
New +$31.2K ﹤0.01% 665

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

NorthRock Partners's PEP Position: Q1 2026 in Review

NorthRock Partners increased its PepsiCo (PEP) stake by 45% in Q1 2026, buying an estimated $1.77M and bringing the position to 36,577 shares worth $5.68M. The position accounts for 0.09% of the portfolio, ranked #113.

NorthRock Partners first reported a position in PEP in Q3 2019 and has held it in 27 quarters since. The position peaked at $6.1M in Q1 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • NorthRock Partners held 36,577 shares of PepsiCo worth $5.68M as of Q1 2026.
  • NorthRock Partners bought 11,384 PepsiCo shares in Q1 2026, an estimated $1.77M.
  • PepsiCo made up 0.09% of NorthRock Partners's portfolio in Q1 2026, its #113 holding.
  • NorthRock Partners first reported a position in PepsiCo in Q3 2019 and has held it in 27 quarters since.
  • NorthRock Partners's PepsiCo position peaked at $6.1M in Q1 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.