PIP
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Peachtree Investment Partners’s PepsiCo PEP Stock Holding History

Peachtree Investment 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 		$429K Sell
2,763
-10
-0.4% -$1.56K 0.16% 57
2025
Q4 		$398K Sell
2,773
-276
-9% -$40.6K 0.13% 59
2025
Q3 		$428K Sell
3,049
-503
-14% -$71.8K 0.15% 59
2025
Q2 		$469K Sell
3,552
-554
-13% -$74.6K 0.18% 54
2025
Q1 		$616K Sell
4,106
-650
-14% -$96.7K 0.24% 41
2024
Q4 		$723K Sell
4,756
-1,236
-21% -$203K 0.27% 38
2024
Q3 		$1.02M Sell
5,992
-1,171
-16% -$201K 0.38% 34
2024
Q2 		$1.18M Sell
7,163
-560
-7% -$96.6K 0.46% 30
2024
Q1 		$1.35M Buy
7,723
+658
+9% +$111K 0.55% 27
2023
Q4 		$1.2M Sell
7,065
-559
-7% -$92.7K 0.49% 29
2023
Q3 		$1.29M Sell
7,624
-554
-7% -$101K 0.66% 25
2023
Q2 		$1.51M Buy
8,178
+1,031
+14% +$192K 0.69% 25
2023
Q1 		$1.3M Sell
7,147
-3,959
-36% -$692K 0.81% 23
2022
Q4 		$2.01M Buy
11,106
+3,356
+43% +$599K 1.22% 21
2022
Q3 		$1.26M Buy
7,750
+1,549
+25% +$267K 0.85% 24
2022
Q2 		$1.03M Sell
6,201
-9
-0.1% -$1.51K 0.64% 32
2022
Q1 		$1.04M Sell
6,210
-252
-4% -$42.3K 0.48% 37
2021
Q4 		$1.12M Buy
6,462
+2,762
+75% +$451K 0.47% 36
2021
Q3 		$557K Buy
3,700
+176
+5% +$27.2K 0.27% 50
2021
Q2 		$522K Buy
3,524
+131
+4% +$19.1K 0.25% 52
2021
Q1 		$480K Sell
3,393
-11
-0.3% -$1.51K 0.28% 51
2020
Q4 		$505K Sell
3,404
-41
-1% -$5.83K 0.29% 48
2020
Q3 		$477K Buy
3,445
+925
+37% +$126K 0.33% 46
2020
Q2 		$333K Buy
2,520
+218
+9% +$28.7K 0.27% 46
2020
Q1 		$276K Sell
2,302
-131
-5% -$17.7K 0.28% 42
2019
Q4 		$332K Sell
2,433
-2,041
-46% -$278K 0.23% 50
2019
Q3 		$613K Buy
+4,474
New +$594K 0.49% 39

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

Peachtree Investment Partners's PEP Position: Q1 2026 in Review

Peachtree Investment Partners reduced its PepsiCo (PEP) stake by 0.36% in Q1 2026, selling an estimated $1.56K and leaving 2,763 shares worth $429K. The position accounts for 0.16% of the portfolio, ranked #57.

Peachtree Investment Partners first reported a position in PEP in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.01M in Q4 2022. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Peachtree Investment Partners held 2,763 shares of PepsiCo worth $429K as of Q1 2026.
  • Peachtree Investment Partners sold 10 PepsiCo shares in Q1 2026, an estimated $1.56K.
  • PepsiCo made up 0.16% of Peachtree Investment Partners's portfolio in Q1 2026, its #57 holding.
  • Peachtree Investment Partners first reported a position in PepsiCo in Q3 2019 and has held it in 27 quarters since.
  • Peachtree Investment Partners's PepsiCo position peaked at $2.01M in Q4 2022.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.