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Studio Investment Management’s PepsiCo PEP Stock Holding History

Studio 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 		$2.74M Buy
17,646
+185
+1% +$28.8K 0.49% 42
2025
Q4 		$2.53M Buy
17,461
+135
+0.8% +$19.8K 0.46% 44
2025
Q3 		$2.43M Sell
17,326
-1,058
-6% -$151K 0.46% 45
2025
Q2 		$2.43M Buy
18,384
+722
+4% +$97.3K 0.49% 45
2025
Q1 		$2.65M Buy
17,662
+932
+6% +$139K 0.55% 42
2024
Q4 		$2.57M Buy
16,730
+358
+2% +$58.7K 0.55% 48
2024
Q3 		$2.78M Buy
16,372
+264
+2% +$45.4K 0.59% 46
2024
Q2 		$2.66M Buy
16,108
+874
+6% +$151K 0.6% 44
2024
Q1 		$2.69M Sell
15,234
-11
-0.1% -$1.85K 0.64% 44
2023
Q4 		$2.59M Buy
15,245
+1,531
+11% +$254K 0.66% 46
2023
Q3 		$2.32M Buy
13,714
+1,360
+11% +$247K 0.65% 42
2023
Q2 		$2.29M Buy
12,354
+396
+3% +$73.9K 0.64% 45
2023
Q1 		$2.18M Sell
11,958
-199
-2% -$34.8K 0.66% 42
2022
Q4 		$2.2M Sell
12,157
-163
-1% -$29.1K 0.71% 43
2022
Q3 		$2.01M Sell
12,320
-975
-7% -$168K 0.72% 42
2022
Q2 		$2.22M Sell
13,295
-425
-3% -$71.5K 0.77% 42
2022
Q1 		$2.3M Sell
13,720
-581
-4% -$97.5K 0.76% 48
2021
Q4 		$2.48M Sell
14,301
-3,012
-17% -$492K 0.89% 36
2021
Q3 		$2.6M Buy
+17,313
New +$2.68M 1.11% 31

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

Studio Investment Management's PEP Position: Q1 2026 in Review

Studio Investment Management increased its PepsiCo (PEP) stake by 1.1% in Q1 2026, buying an estimated $28.8K and bringing the position to 17,646 shares worth $2.74M. The position accounts for 0.49% of the portfolio, ranked #42.

Studio Investment Management first reported a position in PEP in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.78M in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Studio Investment Management held 17,646 shares of PepsiCo worth $2.74M as of Q1 2026.
  • Studio Investment Management bought 185 PepsiCo shares in Q1 2026, an estimated $28.8K.
  • PepsiCo made up 0.49% of Studio Investment Management's portfolio in Q1 2026, its #42 holding.
  • Studio Investment Management first reported a position in PepsiCo in Q3 2021 and has held it in 19 quarters since.
  • Studio Investment Management's PepsiCo position peaked at $2.78M in Q3 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Studio Investment Management's 13F filing for Q1 2026, filed 5 May 2026.