Sweeney & Michel’s PepsiCo PEP Stock Holding History

Sweeney & Michel’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	$580K	Buy	3,718 +22	+0.6%	+$3.43K	0.17%	80
2025 Q4	$625K	Buy	3,696 +105	+3%	+$15.4K	0.18%	78
2025 Q3	$539K	Sell	3,591 -56	-2%	-$8K	0.18%	81
2025 Q2	$493K	Sell	3,647 -423	-10%	-$57K	0.18%	86
2025 Q1	$571K	Buy	+4,070	New	+$606K	0.25%	66
2024 Q3	$740K	Buy	4,228 +20	+0.5%	+$3.44K	0.29%	60
2024 Q2	$681K	Buy	4,208 +19	+0.5%	+$3.28K	0.29%	59
2024 Q1	$754K	Buy	+4,189	New	+$705K	0.33%	54
2023 Q3	$703K	Buy	4,198 +17	+0.4%	+$3.09K	0.37%	50
2023 Q2	$771K	Sell	4,181 -13	-0.3%	-$2.43K	0.4%	45
2023 Q1	$761K	Buy	+4,194	New	+$733K	0.41%	44

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

Sweeney & Michel's PEP Position: Q1 2026 in Review

Sweeney & Michel increased its PepsiCo (PEP) stake by 0.6% in Q1 2026, buying an estimated $3.43K and bringing the position to 3,718 shares worth $580K. The position accounts for 0.17% of the portfolio, ranked #80.

Sweeney & Michel first reported a position in PEP in Q1 2023 and has held it in 11 quarters since. The position peaked at $771K in Q2 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Sweeney & Michel held 3,718 shares of PepsiCo worth $580K as of Q1 2026.
Sweeney & Michel bought 22 PepsiCo shares in Q1 2026, an estimated $3.43K.
PepsiCo made up 0.17% of Sweeney & Michel's portfolio in Q1 2026, its #80 holding.
Sweeney & Michel first reported a position in PepsiCo in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's PepsiCo position peaked at $771K in Q2 2023.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.