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Tevis Investment Management’s PepsiCo PEP Stock Holding History

Tevis Investment Management’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 		$1.74M Buy
11,198
+1,739
+18% +$271K 0.99% 30
2025
Q4 		$1.33M Hold
9,459
– – 0.8% 43
2025
Q3 		$1.33M Buy
9,459
+644
+7% +$92K 0.8% 43
2025
Q2 		$1.16M Buy
8,815
+1,146
+15% +$154K 0.75% 44
2025
Q1 		$1.17M Hold
7,669
– – 0.87% 40
2024
Q4 		$1.17M Buy
7,669
+661
+9% +$108K 0.87% 40
2024
Q3 		$1.19M Buy
7,008
+208
+3% +$35.7K 0.88% 39
2024
Q2 		$1.12M Sell
6,800
-310
-4% -$53.5K 0.9% 38
2024
Q1 		$1.24M Buy
7,110
+810
+13% +$136K 1.06% 30
2023
Q4 		$1.07M Buy
6,300
+15
+0.2% +$2.49K 0.99% 38
2023
Q3 		$1.06M Hold
6,285
– – 1.08% 36
2023
Q2 		$1.16M Sell
6,285
-11
-0.2% -$2.05K 1.14% 34
2023
Q1 		$1.15M Sell
6,296
-20
-0.3% -$3.5K 1.17% 36
2022
Q4 		$1.14M Sell
6,316
-16
-0.3% -$2.85K 1.22% 35
2022
Q3 		$1.03M Sell
6,332
-348
-5% -$60K 1.01% 35
2022
Q2 		$1.1M Sell
6,680
-37
-0.6% -$6.23K 1.05% 35
2022
Q1 		$1.13M Buy
6,717
+79
+1% +$13.3K 1.02% 31
2021
Q4 		$1.15M Buy
+6,638
New +$1.08M 1% 28

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

Tevis Investment Management's PEP Position: Q1 2026 in Review

Tevis Investment Management increased its PepsiCo (PEP) stake by 18% in Q1 2026, buying an estimated $271K and bringing the position to 11,198 shares worth $1.74M. The position accounts for 0.99% of the portfolio, ranked #30.

Tevis Investment Management first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Tevis Investment Management held 11,198 shares of PepsiCo worth $1.74M as of Q1 2026.
  • Tevis Investment Management bought 1,739 PepsiCo shares in Q1 2026, an estimated $271K.
  • PepsiCo made up 0.99% of Tevis Investment Management's portfolio in Q1 2026, its #30 holding.
  • Tevis Investment Management first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.