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Trask Adam Roland’s PepsiCo PEP Stock Holding History

Trask Adam Roland’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 		$7.76K Buy
+50
New +$7.79K 0.01% 171

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Trask Adam Roland's PEP Position: Q1 2026 in Review

Trask Adam Roland opened a new position in PepsiCo (PEP) in Q1 2026: 50 shares worth $7.76K. The stake represents 0.01% of the portfolio and ranks #171 among its holdings.

3,552 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Trask Adam Roland held 50 shares of PepsiCo worth $7.76K as of Q1 2026.
  • PepsiCo was a new Trask Adam Roland position in Q1 2026.
  • PepsiCo made up 0.01% of Trask Adam Roland's portfolio in Q1 2026, its #171 holding.
  • 3,552 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.