Prelude Capital Management’s PepsiCo PEP Stock Holding History

Prelude Capital 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
2019 Q1	–	Sell	-700	Closed	-$77K	–	2070
2018 Q4	$77K	Buy	700 +400	+133%	+$45.1K	0.01%	1007
2018 Q3	$34K	Sell	300 -800	-73%	-$90.6K	﹤0.01%	1215
2018 Q2	$120K	Sell	1,100 -5,800	-84%	-$599K	0.01%	867
2018 Q1	$753K	Buy	+6,900	New	+$785K	0.05%	343
2017 Q4	–	Sell	-400	Closed	-$45K	–	1621
2017 Q3	$45K	Buy	+400	New	+$46.2K	﹤0.01%	1132
2014 Q4	–	Sell	-13,300	Closed	-$1.24M	–	2105
2014 Q3	$1.24M	Buy	+13,300	New	+$1.21M	0.17%	134

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

Prelude Capital Management's PEP Position: Q1 2026 in Review

Prelude Capital Management sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 1,940 shares — an estimated $278K sold.

Prelude Capital Management first reported a position in PEP in Q3 2013 and held it in 31 quarters. The position peaked at $1.95M in Q2 2022. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Prelude Capital Management reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Prelude Capital Management sold 1,940 PepsiCo shares in Q1 2026, an estimated $278K.
Prelude Capital Management first reported a position in PepsiCo in Q3 2013 and held it in 31 quarters.
Prelude Capital Management's PepsiCo position peaked at $1.95M in Q2 2022.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.