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Smartleaf Asset Management’s PepsiCo PEP Stock Holding History

Smartleaf Asset 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 		$3.32M Buy
21,155
+2,035
+11% +$317K 0.12% 155
2025
Q4 		$2.76M Buy
19,120
+2,815
+17% +$414K 0.1% 174
2025
Q3 		$2.29M Buy
16,305
+3,794
+30% +$542K 0.14% 155
2025
Q2 		$1.64M Sell
12,511
-976
-7% -$131K 0.14% 163
2025
Q1 		$2.01M Sell
13,487
-1,106
-8% -$165K 0.19% 112
2024
Q4 		$2.21M Sell
14,593
-632
-4% -$104K 0.23% 97
2024
Q3 		$2.59M Buy
15,225
+3,921
+35% +$674K 0.31% 73
2024
Q2 		$1.88M Buy
11,304
+2,029
+22% +$350K 0.31% 72
2024
Q1 		$1.61M Buy
9,275
+2,671
+40% +$450K 0.31% 76
2023
Q4 		$1.12M Buy
+6,604
New +$1.1M 0.3% 82

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

Smartleaf Asset Management's PEP Position: Q1 2026 in Review

Smartleaf Asset Management increased its PepsiCo (PEP) stake by 11% in Q1 2026, buying an estimated $317K and bringing the position to 21,155 shares worth $3.32M. The position accounts for 0.12% of the portfolio, ranked #155.

Smartleaf Asset Management first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Smartleaf Asset Management held 21,155 shares of PepsiCo worth $3.32M as of Q1 2026.
  • Smartleaf Asset Management bought 2,035 PepsiCo shares in Q1 2026, an estimated $317K.
  • PepsiCo made up 0.12% of Smartleaf Asset Management's portfolio in Q1 2026, its #155 holding.
  • Smartleaf Asset Management first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.