Sumitomo Life Insurance’s PepsiCo PEP Stock Holding History

Sumitomo Life Insurance’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	$2.13M	Buy	13,713 +6,490	+90%	+$1.01M	0.05%	123
2025 Q4	$1.04M	Buy	7,223 +40	+0.6%	+$5.88K	0.03%	183
2025 Q3	$1.01M	Sell	7,183 -7,162	-50%	-$1.02M	0.03%	180
2025 Q2	$1.89M	Sell	14,345 -5,886	-29%	-$793K	0.13%	117
2025 Q1	$3.03M	Sell	20,231 -232	-1%	-$34.5K	0.11%	84
2024 Q4	$3.11M	Sell	20,463 -328	-2%	-$53.7K	0.06%	86
2024 Q3	$3.54M	Buy	20,791 +376	+2%	+$64.6K	0.07%	72
2024 Q2	$3.37M	Sell	20,415 -723	-3%	-$125K	0.08%	72
2024 Q1	$3.7M	Buy	21,138 +928	+5%	+$156K	0.1%	69
2023 Q4	$3.43M	Sell	20,210 -940	-4%	-$156K	0.11%	61
2023 Q3	$3.58M	Sell	21,150 -248	-1%	-$45K	0.1%	49
2023 Q2	$3.96M	Sell	21,398 -1,233	-5%	-$230K	0.17%	41
2023 Q1	$4.13M	Sell	22,631 -520	-2%	-$90.9K	0.35%	34
2022 Q4	$4.18M	Sell	23,151 -236	-1%	-$42.1K	0.31%	32
2022 Q3	$3.82M	Sell	23,387 -2,831	-11%	-$488K	0.16%	35
2022 Q2	$4.37M	Buy	26,218 +517	+2%	+$87K	0.12%	35
2022 Q1	$4.3M	Sell	25,701 -381	-1%	-$64K	0.11%	40
2021 Q4	$4.53M	Sell	26,082 -801	-3%	-$131K	0.11%	39
2021 Q3	$4.04M	Sell	26,883 -1,137	-4%	-$176K	0.11%	36
2021 Q2	$4.15M	Sell	28,020 -4,291	-13%	-$625K	0.13%	40
2021 Q1	$4.57M	Sell	32,311 -2,041	-6%	-$280K	0.18%	37
2020 Q4	$5.09M	Sell	34,352 -2,540	-7%	-$361K	0.22%	37
2020 Q3	$5.11M	Sell	36,892 -2,796	-7%	-$380K	0.24%	38
2020 Q2	$5.25M	Sell	39,688 -3,367	-8%	-$444K	0.28%	32
2020 Q1	$5.17M	Buy	43,055 +711	+2%	+$96.1K	0.37%	27
2019 Q4	$5.79M	Buy	42,344 +2,389	+6%	+$325K	0.66%	30
2019 Q3	$5.48M	Sell	39,955 -5,175	-11%	-$688K	0.71%	31
2019 Q2	$5.92M	Buy	45,130 +1,820	+4%	+$233K	0.7%	33
2019 Q1	$5.31M	Sell	43,310 -4,899	-10%	-$558K	0.71%	31
2018 Q4	$5.33M	Buy	48,209 +1,145	+2%	+$129K	0.74%	31
2018 Q3	$5.26M	Sell	47,064 -802	-2%	-$90.8K	0.63%	37
2018 Q2	$5.21M	Buy	47,866 +1,932	+4%	+$200K	0.64%	36
2018 Q1	$5.01M	Sell	45,934 -2,022	-4%	-$230K	0.66%	34
2017 Q4	$5.75M	Sell	47,956 -2,331	-5%	-$266K	0.72%	29
2017 Q3	$5.6M	Sell	50,287 -915	-2%	-$106K	0.71%	32
2017 Q2	$5.91M	Buy	51,202 +2,157	+4%	+$247K	0.77%	26
2017 Q1	$5.49M	Sell	49,045 -3,051	-6%	-$327K	0.78%	27
2016 Q4	$5.45M	Buy	52,096 +8,318	+19%	+$871K	0.78%	27
2016 Q3	$4.76M	Sell	43,778 -5,256	-11%	-$566K	0.71%	30
2016 Q2	$5.2M	Sell	49,034 -1,726	-3%	-$178K	0.71%	32
2016 Q1	$5.2M	Sell	50,760 -9,333	-16%	-$922K	0.68%	33
2015 Q4	$6M	Sell	60,093 -1,416	-2%	-$141K	0.76%	30
2015 Q3	$5.8M	Sell	61,509 -1,566	-2%	-$149K	0.77%	26
2015 Q2	$5.89M	Sell	63,075 -7,806	-11%	-$746K	0.72%	28
2015 Q1	$6.78M	Sell	70,881 -7,503	-10%	-$726K	0.75%	28
2014 Q4	$7.41M	Sell	78,384 -4,327	-5%	-$415K	0.74%	27
2014 Q3	$7.7M	Sell	82,711 -2,271	-3%	-$207K	0.75%	26
2014 Q2	$7.59M	Buy	84,982 +441	+0.5%	+$38.1K	0.73%	29
2014 Q1	$7.06M	Sell	84,541 -7,137	-8%	-$579K	0.69%	31
2013 Q4	$7.6M	Sell	91,678 -5,082	-5%	-$422K	0.68%	33
2013 Q3	$7.69M	Sell	96,760 -3,527	-4%	-$290K	0.72%	33
2013 Q2	$8.2M	Buy	+100,287	New	+$8.19M	0.79%	27

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

Sumitomo Life Insurance's PEP Position: Q1 2026 in Review

Sumitomo Life Insurance increased its PepsiCo (PEP) stake by 90% in Q1 2026, buying an estimated $1.01M and bringing the position to 13,713 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #123.

Sumitomo Life Insurance first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.2M in Q2 2013. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Sumitomo Life Insurance held 13,713 shares of PepsiCo worth $2.13M as of Q1 2026.
Sumitomo Life Insurance bought 6,490 PepsiCo shares in Q1 2026, an estimated $1.01M.
PepsiCo made up 0.05% of Sumitomo Life Insurance's portfolio in Q1 2026, its #123 holding.
Sumitomo Life Insurance first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
Sumitomo Life Insurance's PepsiCo position peaked at $8.2M in Q2 2013.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.