South Plains Financial’s PepsiCo PEP Stock Holding History

South Plains Financial’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	$1.51M	Sell	9,734 -22	-0.2%	-$3.43K	0.88%	33
2025 Q4	$1.4M	Buy	9,756 +44	+0.5%	+$6.46K	0.83%	32
2025 Q3	$1.36M	Buy	9,712 +619	+7%	+$88.4K	0.85%	31
2025 Q2	$1.2M	Buy	9,093 +246	+3%	+$33.1K	0.84%	31
2025 Q1	$1.33M	Buy	8,847 +894	+11%	+$133K	1.03%	24
2024 Q4	$1.21M	Buy	+7,953	New	+$1.3M	0.92%	30

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

South Plains Financial's PEP Position: Q1 2026 in Review

South Plains Financial reduced its PepsiCo (PEP) stake by 0.23% in Q1 2026, selling an estimated $3.43K and leaving 9,734 shares worth $1.51M. The position accounts for 0.88% of the portfolio, ranked #33.

South Plains Financial first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

South Plains Financial held 9,734 shares of PepsiCo worth $1.51M as of Q1 2026.
South Plains Financial sold 22 PepsiCo shares in Q1 2026, an estimated $3.43K.
PepsiCo made up 0.88% of South Plains Financial's portfolio in Q1 2026, its #33 holding.
South Plains Financial first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on South Plains Financial's 13F filing for Q1 2026, filed 13 May 2026.