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
2023 Q1	–	Sell	-2,500	Closed	-$452K	–	1167
2022 Q4	$452K	Buy	+2,500	New	+$446K	0.02%	260
2022 Q1	–	Sell	-1,500	Closed	-$261K	–	1292
2021 Q4	$261K	Buy	1,500 +1,468	+4,588%	+$240K	0.01%	532
2021 Q3	$481K	Buy	+32	New	+$4.95K	0.04%	403
2019 Q1	–	Sell	-451	Closed	-$4.98M	–	316
2018 Q4	$4.98M	Buy	+451	New	+$50.9K	0.43%	39
2014 Q4	–	Sell	-202	Closed	-$2K	–	701
2014 Q3	$2K	Buy	+202	New	+$18.4K	﹤0.01%	615
2014 Q1	–	Sell	-246	Closed	-$1K	–	538
2013 Q4	$1K	Buy	+246	New	+$20.4K	﹤0.01%	463
2013 Q3	–	Sell	-179	Closed	-$6K	–	524
2013 Q2	$6K	Buy	+179	New	+$14.6K	﹤0.01%	371

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

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.