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Sone Capital Management’s PepsiCo PEP Stock Holding History

Sone Capital 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 		$19.2M Buy
123,824
+70,247
+131% +$10.9M 1.61% 22
2025
Q4 		$7.69M Buy
+53,577
New +$7.87M 0.62% 62
2025
Q3 		– Sell
-70,542
Closed -$9.31M – 117
2025
Q2 		$9.31M Sell
70,542
-83,750
-54% -$11.3M 0.86% 49
2025
Q1 		$23.1M Buy
154,292
+20,950
+16% +$3.12M 2.38% 8
2024
Q4 		$20.3M Buy
+133,342
New +$21.8M 2.57% 5

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

Sone Capital Management's PEP Position: Q1 2026 in Review

Sone Capital Management increased its PepsiCo (PEP) stake by 131% in Q1 2026, buying an estimated $10.9M and bringing the position to 123,824 shares worth $19.2M. The position accounts for 1.61% of the portfolio, ranked #22.

Sone Capital Management first reported a position in PEP in Q4 2024 and has held it in 5 quarters since. The position peaked at $23.1M in Q1 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Sone Capital Management held 123,824 shares of PepsiCo worth $19.2M as of Q1 2026.
  • Sone Capital Management bought 70,247 PepsiCo shares in Q1 2026, an estimated $10.9M.
  • PepsiCo made up 1.61% of Sone Capital Management's portfolio in Q1 2026, its #22 holding.
  • Sone Capital Management first reported a position in PepsiCo in Q4 2024 and has held it in 5 quarters since.
  • Sone Capital Management's PepsiCo position peaked at $23.1M in Q1 2025.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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