PMA
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Prudent Man Advisors’s PepsiCo PEP Stock Holding History

Prudent Man Advisors’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 		$818K Buy
+5,268
New +$821K 0.25% 85
2020
Q3 		– Sell
-2,397
Closed -$317K – 168
2020
Q2 		$317K Buy
+2,397
New +$316K 0.28% 95

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

Prudent Man Advisors's PEP Position: Q1 2026 in Review

Prudent Man Advisors opened a new position in PepsiCo (PEP) in Q1 2026: 5,268 shares worth $818K. The stake represents 0.25% of the portfolio and ranks #85 among its holdings. This is a return to the name: Prudent Man Advisors previously reported a position in PEP as recently as Q2 2020.

Prudent Man Advisors first reported a position in PEP in Q2 2020 and has held it in 2 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Prudent Man Advisors held 5,268 shares of PepsiCo worth $818K as of Q1 2026.
  • PepsiCo was a new Prudent Man Advisors position in Q1 2026.
  • PepsiCo made up 0.25% of Prudent Man Advisors's portfolio in Q1 2026, its #85 holding.
  • Prudent Man Advisors first reported a position in PepsiCo in Q2 2020 and has held it in 2 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.