Richards, Merrill & Peterson’s PepsiCo PEP Stock Holding History

Richards, Merrill & Peterson’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 Q3	$278K	Buy	2,196 +105	+5%	+$14.5K	0.08%	163
2026 Q2	$283K	Buy	2,091 +153	+8%	+$22.9K	0.09%	162
2026 Q1	$301K	Buy	1,938 +67	+4%	+$10.4K	0.11%	156
2025 Q4	$268K	Buy	1,871 +151	+9%	+$22.2K	0.1%	153
2025 Q3	$241K	Sell	1,720 -29	-2%	-$4.14K	0.1%	151
2025 Q2	$231K	Sell	1,749 -101	-5%	-$13.6K	0.11%	145
2025 Q1	$277K	Buy	1,850 +49	+3%	+$7.29K	0.14%	125
2024 Q4	$274K	Buy	+1,801	New	+$295K	0.14%	125

Other funds holding PEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Richards, Merrill & Peterson's PEP Position: Q3 2026 in Review

Richards, Merrill & Peterson increased its PepsiCo (PEP) stake by 5% in Q3 2026, buying an estimated $14.5K and bringing the position to 2,196 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #163.

Richards, Merrill & Peterson first reported a position in PEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $301K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

Richards, Merrill & Peterson held 2,196 shares of PepsiCo worth $278K as of Q3 2026.
Richards, Merrill & Peterson bought 105 PepsiCo shares in Q3 2026, an estimated $14.5K.
PepsiCo made up 0.08% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #163 holding.
Richards, Merrill & Peterson first reported a position in PepsiCo in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's PepsiCo position peaked at $301K in Q1 2026.
2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.