RW Investment Management’s PepsiCo PEP Stock Holding History

RW 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	$440K	Buy	+2,833	New	+$441K	0.04%	75
2025 Q3	$398K	Hold	2,833	–	–	0.04%	71
2025 Q2	$374K	Sell	2,833 -297	-9%	-$40K	0.04%	75
2025 Q1	$469K	Buy	3,130 +297	+10%	+$44.2K	0.06%	60
2024 Q4	$431K	Buy	2,833 +458	+19%	+$75K	0.05%	66
2024 Q3	$404K	Hold	2,375	–	–	0.05%	70
2024 Q2	$392K	Hold	2,375	–	–	0.05%	69
2024 Q1	$416K	Buy	2,375 +325	+16%	+$54.7K	0.06%	66
2023 Q4	$348K	Sell	2,050 -49	-2%	-$8.13K	0.05%	67
2023 Q3	$356K	Hold	2,099	–	–	0.06%	63
2023 Q2	$389K	Hold	2,099	–	–	0.08%	62
2023 Q1	$383K	Hold	2,099	–	–	0.11%	58
2022 Q4	$379K	Buy	+2,099	New	+$374K	0.15%	52

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

RW Investment Management opened a new position in PepsiCo (PEP) in Q1 2026: 2,833 shares worth $440K. The stake represents 0.04% of the portfolio and ranks #75 among its holdings. This is a return to the name: RW Investment Management previously reported a position in PEP as recently as Q3 2025.

RW Investment Management first reported a position in PEP in Q4 2022 and has held it in 13 quarters since. The position peaked at $469K in Q1 2025. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

RW Investment Management held 2,833 shares of PepsiCo worth $440K as of Q1 2026.
PepsiCo was a new RW Investment Management position in Q1 2026.
PepsiCo made up 0.04% of RW Investment Management's portfolio in Q1 2026, its #75 holding.
RW Investment Management first reported a position in PepsiCo in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's PepsiCo position peaked at $469K in Q1 2025.
3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.