PIM
PEP icon

Plato Investment Management’s PepsiCo PEP Stock Holding History

Plato 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 		$9.94M Buy
63,981
+1,595
+3% +$249K 0.67% 23
2025
Q4 		$9M Buy
62,386
+1,697
+3% +$249K 0.59% 27
2025
Q3 		$8.46M Buy
60,689
+8,814
+17% +$1.26M 0.57% 29
2025
Q2 		$6.82M Buy
51,875
+1,628
+3% +$219K 0.51% 36
2025
Q1 		$7.62M Sell
50,247
-3,608
-7% -$537K 0.64% 26
2024
Q4 		$8.22M Buy
53,855
+142
+0.3% +$23.3K 0.6% 26
2024
Q3 		$9.12M Buy
53,713
+463
+0.9% +$79.5K 0.74% 21
2024
Q2 		$8.78M Buy
53,250
+5,218
+11% +$901K 0.82% 20
2024
Q1 		$8.41M Buy
48,032
+42,211
+725% +$7.11M 0.87% 19
2023
Q4 		$989K Buy
+5,821
New +$965K 1.21% 13

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

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

Plato Investment Management increased its PepsiCo (PEP) stake by 2.6% in Q1 2026, buying an estimated $249K and bringing the position to 63,981 shares worth $9.94M. The position accounts for 0.67% of the portfolio, ranked #23.

Plato Investment Management first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Plato Investment Management held 63,981 shares of PepsiCo worth $9.94M as of Q1 2026.
  • Plato Investment Management bought 1,595 PepsiCo shares in Q1 2026, an estimated $249K.
  • PepsiCo made up 0.67% of Plato Investment Management's portfolio in Q1 2026, its #23 holding.
  • Plato Investment Management first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.