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Summit Securities Group’s PepsiCo PEP Stock Holding History

Summit Securities Group’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
2021
Q4 		– Sell
-38
Closed -$572K – 904
2021
Q3 		$572K Buy
+38
New +$5.88K 0.04% 369
2019
Q1 		– Sell
-92
Closed -$1.02M – 315
2018
Q4 		$1.02M Buy
+92
New +$10.4K 0.09% 138
2015
Q2 		– Sell
-22
Closed -$58K – 564
2015
Q1 		$58K Buy
+22
New +$2.13K 0.04% 151

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

Summit Securities Group's PEP Position: Q1 2026 in Review

Summit Securities Group reduced its PepsiCo (PEP) stake by 98% in Q1 2026, selling an estimated $625K and leaving 100 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Summit Securities Group first reported a position in PEP in Q2 2013 and has held it in 39 quarters since. The position peaked at $4.37M in Q4 2022. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Summit Securities Group held 100 shares of PepsiCo worth $15.5K as of Q1 2026.
  • Summit Securities Group sold 4,013 PepsiCo shares in Q1 2026, an estimated $625K.
  • PepsiCo made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #578 holding.
  • Summit Securities Group first reported a position in PepsiCo in Q2 2013 and has held it in 39 quarters since.
  • Summit Securities Group's PepsiCo position peaked at $4.37M in Q4 2022.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.