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Sunpointe’s PepsiCo PEP Stock Holding History

Sunpointe’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 		$475K Buy
3,060
+57
+2% +$8.88K 0.16% 141
2025
Q4 		$435K Buy
3,003
+306
+11% +$45K 0.14% 150
2025
Q3 		$379K Buy
2,697
+360
+15% +$51.4K 0.14% 157
2025
Q2 		$309K Buy
2,337
+476
+26% +$64.1K 0.12% 163
2025
Q1 		$279K Sell
1,861
-411
-18% -$61.2K 0.15% 127
2024
Q4 		$349K Buy
2,272
+551
+32% +$90.3K 0.18% 114
2024
Q3 		$293K Buy
1,721
+435
+34% +$74.7K 0.24% 104
2024
Q2 		$212K Buy
1,286
+44
+4% +$7.59K 0.14% 148
2024
Q1 		$219K Buy
1,242
+54
+5% +$9.09K 0.24% 124
2023
Q4 		$203K Buy
+1,188
New +$197K 0.26% 124

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

Sunpointe's PEP Position: Q1 2026 in Review

Sunpointe increased its PepsiCo (PEP) stake by 1.9% in Q1 2026, buying an estimated $8.88K and bringing the position to 3,060 shares worth $475K. The position accounts for 0.16% of the portfolio, ranked #141.

Sunpointe first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Sunpointe held 3,060 shares of PepsiCo worth $475K as of Q1 2026.
  • Sunpointe bought 57 PepsiCo shares in Q1 2026, an estimated $8.88K.
  • PepsiCo made up 0.16% of Sunpointe's portfolio in Q1 2026, its #141 holding.
  • Sunpointe first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.