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Syverson Strege & Co’s PepsiCo PEP Stock Holding History

Syverson Strege & Co’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 		$466K Buy
3,004
+327
+12% +$51K 0.11% 81
2025
Q4 		$384K Sell
2,677
-30
-1% -$4.41K 0.09% 93
2025
Q3 		$380K Sell
2,707
-177
-6% -$25.3K 0.09% 88
2025
Q2 		$381K Buy
2,884
+1,329
+85% +$179K 0.09% 90
2025
Q1 		$233K Buy
1,555
+58
+4% +$8.63K 0.07% 70
2024
Q4 		$228K Buy
1,497
+292
+24% +$47.8K 0.08% 70
2024
Q3 		$205K Sell
1,205
-130
-10% -$22.3K 0.07% 68
2024
Q2 		$220K Buy
1,335
+13
+1% +$2.24K 0.08% 73
2024
Q1 		$231K Buy
1,322
+142
+12% +$23.9K 0.08% 66
2023
Q4 		$200K Sell
1,180
-31
-3% -$5.14K 0.08% 68
2023
Q3 		$205K Buy
1,211
+16
+1% +$2.91K 0.09% 56
2023
Q2 		$221K Buy
1,195
+20
+2% +$3.73K 0.09% 56
2023
Q1 		$214K Buy
1,175
+10
+0.9% +$1.75K 0.09% 58
2022
Q4 		$210K Sell
1,165
-97
-8% -$17.3K 0.1% 63
2022
Q3 		$206K Buy
1,262
+5
+0.4% +$862 0.1% 66
2022
Q2 		$209K Buy
1,257
+6
+0.5% +$1.01K 0.08% 68
2022
Q1 		$209K Buy
1,251
+9
+0.7% +$1.51K 0.23% 59
2021
Q4 		$216K Buy
1,242
+97
+8% +$15.8K 0.16% 60
2021
Q3 		$172K Buy
1,145
+6
+0.5% +$929 0.14% 70
2021
Q2 		$169K Sell
1,139
-956
-46% -$139K 0.15% 63
2021
Q1 		$296K Buy
2,095
+24
+1% +$3.29K 0.31% 45
2020
Q4 		$307K Buy
+2,071
New +$294K 0.29% 45

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

Syverson Strege & Co's PEP Position: Q1 2026 in Review

Syverson Strege & Co increased its PepsiCo (PEP) stake by 12% in Q1 2026, buying an estimated $51K and bringing the position to 3,004 shares worth $466K. The position accounts for 0.11% of the portfolio, ranked #81.

Syverson Strege & Co first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Syverson Strege & Co held 3,004 shares of PepsiCo worth $466K as of Q1 2026.
  • Syverson Strege & Co bought 327 PepsiCo shares in Q1 2026, an estimated $51K.
  • PepsiCo made up 0.11% of Syverson Strege & Co's portfolio in Q1 2026, its #81 holding.
  • Syverson Strege & Co first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.