Ogorek Anthony Joseph’s PepsiCo PEP Stock Holding History

Ogorek Anthony Joseph’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	$70K	Hold	455	–	–	0.02%	133
2025 Q4	$65K	Sell	455 -38	-8%	-$5.58K	0.02%	140
2025 Q3	$69K	Buy	493 +61	+14%	+$8.71K	0.02%	135
2025 Q2	$57K	Sell	432 -357	-45%	-$48.1K	0.02%	154
2025 Q1	$118K	Buy	789 +322	+69%	+$47.9K	0.04%	92
2024 Q4	$71K	Sell	467 -14	-3%	-$2.29K	0.02%	93
2024 Q3	$81K	Buy	481 +4	+0.8%	+$687	0.03%	86
2024 Q2	$78K	Sell	477 -3	-0.6%	-$518	0.03%	83
2024 Q1	$84K	Sell	480 -75	-14%	-$12.6K	0.03%	82
2023 Q4	$94K	Buy	555 +49	+10%	+$8.13K	0.03%	74
2023 Q3	$85K	Hold	506	–	–	0.03%	89
2023 Q2	$93K	Buy	506 +1	+0.2%	+$187	0.04%	81
2023 Q1	$92K	Buy	505 +210	+71%	+$36.7K	0.04%	81
2022 Q4	$53K	Buy	295 +1	+0.3%	+$178	0.02%	75
2022 Q3	$48K	Hold	294	–	–	0.02%	72
2022 Q2	$49K	Buy	294 +1	+0.3%	+$168	0.02%	71
2022 Q1	$49K	Hold	293	–	–	0.02%	76
2021 Q4	$50K	Hold	293	–	–	0.02%	77
2021 Q3	$44K	Buy	293 +1	+0.3%	+$155	0.02%	79
2021 Q2	$43K	Hold	292	–	–	0.02%	77
2021 Q1	$41K	Buy	292 +70	+32%	+$9.61K	0.02%	71
2020 Q4	$33K	Buy	222 +48	+28%	+$6.82K	0.02%	66
2020 Q3	$24K	Buy	174 +124	+248%	+$16.9K	0.01%	69
2020 Q2	$7K	Sell	50 -100	-67%	-$13.2K	0.01%	145
2020 Q1	$18K	Hold	150	–	–	0.01%	80
2019 Q4	$20K	Buy	150 +60	+67%	+$8.17K	0.01%	85
2019 Q3	$12K	Hold	90	–	–	0.01%	102
2019 Q2	$11K	Hold	90	–	–	0.01%	104
2019 Q1	$11K	Sell	90 -91	-50%	-$10.4K	0.01%	100
2018 Q4	$20K	Sell	181 -217	-55%	-$24.5K	0.02%	55
2018 Q3	$44K	Hold	398	–	–	0.03%	36
2018 Q2	$43K	Hold	398	–	–	0.03%	34
2018 Q1	$43K	Hold	398	–	–	0.04%	33
2017 Q4	$47K	Hold	398	–	–	0.04%	28
2017 Q3	$44K	Hold	398	–	–	0.04%	26
2017 Q2	$46K	Hold	398	–	–	0.04%	28
2017 Q1	$44K	Sell	398 -196	-33%	-$21K	0.05%	29
2016 Q4	$64K	Hold	594	–	–	0.06%	28
2016 Q3	$64K	Hold	594	–	–	0.06%	28
2016 Q2	$62K	Hold	594	–	–	0.06%	27
2016 Q1	$61K	Hold	594	–	–	0.05%	27
2015 Q4	$59K	Hold	594	–	–	0.05%	32
2015 Q3	$56K	Hold	594	–	–	0.05%	28
2015 Q2	$55K	Hold	594	–	–	0.04%	29
2015 Q1	$57K	Sell	594 -544	-48%	-$52.6K	0.04%	28
2014 Q4	$108K	Buy	+1,138	New	+$109K	0.08%	22

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

Ogorek Anthony Joseph's PEP Position: Q1 2026 in Review

Ogorek Anthony Joseph held its PepsiCo (PEP) position steady in Q1 2026 at 455 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #133.

Ogorek Anthony Joseph first reported a position in PEP in Q4 2014 and has held it in 46 quarters since. The position peaked at $118K in Q1 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Ogorek Anthony Joseph held 455 shares of PepsiCo worth $70K as of Q1 2026.
Ogorek Anthony Joseph left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up 0.02% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #133 holding.
Ogorek Anthony Joseph first reported a position in PepsiCo in Q4 2014 and has held it in 46 quarters since.
Ogorek Anthony Joseph's PepsiCo position peaked at $118K in Q1 2025.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.