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Rakuten Investment Management’s PepsiCo PEP Stock Holding History

Rakuten 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
Q1 		$44.5M Buy
283,801
+29,928
+12% +$4.66M 0.09% 40
2025
Q4 		$36.6M Buy
253,873
+250,696
+7,891% +$36.8M 0.12% 48
2025
Q3 		$448K Buy
+3,177
New +$454K ﹤0.01% 573
2025
Q1 		$26.2M Buy
+175,470
New +$26.1M 0.12% 36
2024
Q3 		$18.5M Buy
109,073
+27,883
+34% +$4.79M 0.11% 31
2024
Q2 		$13.5M Buy
81,190
+30,983
+62% +$5.35M 0.09% 35
2024
Q1 		$8.79M Buy
50,207
+46,807
+1,377% +$7.88M 0.06% 37
2023
Q4 		$576K Buy
+3,400
New +$564K 0.01% 48

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

Rakuten Investment Management's PEP Position: Q1 2026 in Review

Rakuten Investment Management increased its PepsiCo (PEP) stake by 12% in Q1 2026, buying an estimated $4.66M and bringing the position to 283,801 shares worth $44.5M. The position accounts for 0.09% of the portfolio, ranked #40.

Rakuten Investment Management first reported a position in PEP in Q4 2023 and has held it in 8 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Rakuten Investment Management held 283,801 shares of PepsiCo worth $44.5M as of Q1 2026.
  • Rakuten Investment Management bought 29,928 PepsiCo shares in Q1 2026, an estimated $4.66M.
  • PepsiCo made up 0.09% of Rakuten Investment Management's portfolio in Q1 2026, its #40 holding.
  • Rakuten Investment Management first reported a position in PepsiCo in Q4 2023 and has held it in 8 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.