PIM
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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
Q2 		$9.49M Buy
70,534
+6,553
+10% +$980K 0.54% 36
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Plato Investment Management's PEP Position: Q2 2026 in Review

Plato Investment Management increased its PepsiCo (PEP) stake by 10% in Q2 2026, buying an estimated $980K and bringing the position to 70,534 shares worth $9.49M. The position accounts for 0.54% of the portfolio, ranked #36.

Plato Investment Management first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.94M in Q1 2026. 3,411 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Plato Investment Management held 70,534 shares of PepsiCo worth $9.49M as of Q2 2026.
  • Plato Investment Management bought 6,553 PepsiCo shares in Q2 2026, an estimated $980K.
  • PepsiCo made up 0.54% of Plato Investment Management's portfolio in Q2 2026, its #36 holding.
  • Plato Investment Management first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's PepsiCo position peaked at $9.94M in Q1 2026.
  • 3,411 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.