Purpose Unlimited Inc’s PepsiCo PEP Stock Holding History

Purpose Unlimited Inc’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	$924K	Buy	5,951 +1,550	+35%	+$242K	0.04%	129
2025 Q4	$632K	Buy	+4,401	New	+$647K	0.03%	130

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $147M AUM 25.76% 1-Year Est. Return

Purpose Unlimited Inc's PEP Position: Q1 2026 in Review

Purpose Unlimited Inc increased its PepsiCo (PEP) stake by 35% in Q1 2026, buying an estimated $242K and bringing the position to 5,951 shares worth $924K. The position accounts for 0.04% of the portfolio, ranked #129.

Purpose Unlimited Inc first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. 3,542 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Purpose Unlimited Inc held 5,951 shares of PepsiCo worth $924K as of Q1 2026.
Purpose Unlimited Inc bought 1,550 PepsiCo shares in Q1 2026, an estimated $242K.
PepsiCo made up 0.04% of Purpose Unlimited Inc's portfolio in Q1 2026, its #129 holding.
Purpose Unlimited Inc first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
3,542 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.