SimplyRich’s PepsiCo PEP Stock Holding History

SimplyRich’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	$803K	Hold	5,176	–	–	0.21%	93
2025 Q4	$742K	Sell	5,176 -41	-0.8%	-$6.02K	0.19%	100
2025 Q3	$732K	Sell	5,217 -64	-1%	-$9.14K	0.2%	106
2025 Q2	$697K	Hold	5,281	–	–	0.19%	105
2025 Q1	$791K	Hold	5,281	–	–	0.23%	95
2024 Q4	$803K	Hold	5,281	–	–	0.23%	92
2024 Q3	$898K	Hold	5,281	–	–	0.25%	95
2024 Q2	$870K	Sell	5,281 -110	-2%	-$19K	0.28%	82
2024 Q1	$944K	Hold	5,391	–	–	0.31%	83
2023 Q4	$916K	Hold	5,391	–	–	0.32%	82
2023 Q3	$913K	Hold	5,391	–	–	0.44%	67
2023 Q2	$998K	Hold	5,391	–	–	0.36%	75
2023 Q1	$982K	Hold	5,391	–	–	0.37%	70
2022 Q4	$973K	Hold	5,391	–	–	0.39%	68
2022 Q3	$880K	Hold	5,391	–	–	0.4%	67
2022 Q2	$898K	Hold	5,391	–	–	0.37%	72
2022 Q1	$902K	Hold	5,391	–	–	0.32%	81
2021 Q4	$936K	Hold	5,391	–	–	0.31%	83
2021 Q3	$810K	Hold	5,391	–	–	0.29%	92
2021 Q2	$798K	Hold	5,391	–	–	0.37%	82
2021 Q1	$763K	Hold	5,391	–	–	0.3%	86
2020 Q4	$799K	Hold	5,391	–	–	0.36%	71
2020 Q3	$747K	Hold	5,391	–	–	0.37%	68
2020 Q2	$707K	Hold	5,391	–	–	0.39%	68
2020 Q1	$676K	Sell	5,391 -113	-2%	-$15.3K	0.45%	60
2019 Q4	$753K	Hold	5,504	–	–	0.38%	74
2019 Q3	$746K	Hold	5,504	–	–	0.41%	73
2019 Q2	$722K	Buy	+5,504	New	+$706K	0.4%	72
2018 Q4	–	Sell	-5,614	Closed	-$628K	–	125
2018 Q3	$628K	Hold	5,614	–	–	0.34%	93
2018 Q2	$611K	Hold	5,614	–	–	0.35%	94
2018 Q1	$613K	Hold	5,614	–	–	0.34%	98
2017 Q4	$673K	Buy	+5,614	New	+$641K	0.38%	94

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 $137B AUM 18.02% 1-Year Est. Return

SimplyRich's PEP Position: Q1 2026 in Review

SimplyRich held its PepsiCo (PEP) position steady in Q1 2026 at 5,176 shares worth $803K. The position accounts for 0.21% of the portfolio, ranked #93.

SimplyRich first reported a position in PEP in Q4 2017 and has held it in 32 quarters since. The position peaked at $998K in Q2 2023. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

SimplyRich held 5,176 shares of PepsiCo worth $803K as of Q1 2026.
SimplyRich left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up 0.21% of SimplyRich's portfolio in Q1 2026, its #93 holding.
SimplyRich first reported a position in PepsiCo in Q4 2017 and has held it in 32 quarters since.
SimplyRich's PepsiCo position peaked at $998K in Q2 2023.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.