Stone House Investment Management’s PepsiCo PEP Stock Holding History

Stone House 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	$163K	Buy	1,051 +66	+7%	+$10.3K	0.03%	94
2025 Q4	$141K	Buy	985 +429	+77%	+$63K	0.02%	98
2025 Q3	$78.1K	Sell	556 -3	-0.5%	-$428	0.01%	126
2025 Q2	$73.8K	Buy	559 +4	+0.7%	+$539	0.01%	125
2025 Q1	$83.2K	Buy	+555	New	+$82.6K	0.02%	110
2024 Q4	–	Sell	-466	Closed	-$79.3K	–	271
2024 Q3	$79.3K	Buy	466 +2	+0.4%	+$344	0.02%	90
2024 Q2	$76.5K	Buy	464 +25	+6%	+$4.32K	0.02%	95
2024 Q1	$76.8K	Buy	439 +17	+4%	+$2.86K	0.02%	95
2023 Q4	$71.6K	Hold	422	–	–	0.02%	73
2023 Q3	$71.4K	Buy	422 +3	+0.7%	+$545	0.02%	67
2023 Q2	$77.6K	Buy	419 +2	+0.5%	+$373	0.03%	67
2023 Q1	$76K	Buy	+417	New	+$72.9K	0.03%	74
2019 Q2	–	Sell	-404	Closed	-$50K	–	151
2019 Q1	$50K	Buy	+404	New	+$46K	0.03%	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

Stone House Investment Management's PEP Position: Q1 2026 in Review

Stone House Investment Management increased its PepsiCo (PEP) stake by 6.7% in Q1 2026, buying an estimated $10.3K and bringing the position to 1,051 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #94.

Stone House Investment Management first reported a position in PEP in Q1 2019 and has held it in 13 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Stone House Investment Management held 1,051 shares of PepsiCo worth $163K as of Q1 2026.
Stone House Investment Management bought 66 PepsiCo shares in Q1 2026, an estimated $10.3K.
PepsiCo made up 0.03% of Stone House Investment Management's portfolio in Q1 2026, its #94 holding.
Stone House Investment Management first reported a position in PepsiCo in Q1 2019 and has held it in 13 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.