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Principal Securities’s PepsiCo PEP Stock Holding History

Principal Securities’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 		$4.96M Buy
31,934
+7,664
+32% +$1.19M 0.07% 261
2025
Q4 		$3.48M Buy
24,270
+1,675
+7% +$246K 0.05% 318
2025
Q3 		$3.17M Buy
22,595
+656
+3% +$93.7K 0.05% 327
2025
Q2 		$2.9M Sell
21,939
-81,065
-79% -$10.9M 0.05% 313
2025
Q1 		$15.7M Buy
103,004
+79,216
+333% +$11.8M 0.35% 57
2024
Q4 		$3.62M Sell
23,788
-1,927
-7% -$316K 0.08% 239
2024
Q3 		$4.37M Sell
25,715
-2,927
-10% -$503K 0.11% 185
2024
Q2 		$4.72M Buy
28,642
+5,529
+24% +$954K 0.13% 147
2024
Q1 		$4.05M Sell
23,113
-145
-0.6% -$24.4K 0.13% 155
2023
Q4 		$3.95M Buy
+23,258
New +$3.86M 0.15% 137

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

Principal Securities's PEP Position: Q1 2026 in Review

Principal Securities increased its PepsiCo (PEP) stake by 32% in Q1 2026, buying an estimated $1.19M and bringing the position to 31,934 shares worth $4.96M. The position accounts for 0.07% of the portfolio, ranked #261.

Principal Securities first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.7M in Q1 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Principal Securities held 31,934 shares of PepsiCo worth $4.96M as of Q1 2026.
  • Principal Securities bought 7,664 PepsiCo shares in Q1 2026, an estimated $1.19M.
  • PepsiCo made up 0.07% of Principal Securities's portfolio in Q1 2026, its #261 holding.
  • Principal Securities first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's PepsiCo position peaked at $15.7M in Q1 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.