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VELA Investment Management’s PepsiCo PEP Stock Holding History

VELA 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
Q2 		$4.68M Buy
34,544
+1,201
+4% +$180K 1.02% 29
2026
Q1 		$5.18M Buy
33,343
+364
+1% +$56.7K 1.21% 20
2025
Q4 		$4.73M Sell
32,979
-1,916
-5% -$282K 1.13% 23
2025
Q3 		$4.9M Buy
34,895
+8,130
+30% +$1.16M 1.2% 20
2025
Q2 		$3.53M Sell
26,765
-3,215
-11% -$433K 0.96% 32
2025
Q1 		$4.5M Buy
29,980
+12,463
+71% +$1.85M 1.41% 17
2024
Q4 		$2.66M Buy
17,517
+8,579
+96% +$1.41M 0.74% 42
2024
Q3 		$1.52M Buy
8,938
+4
+0% +$687 0.47% 78
2024
Q2 		$1.47M Buy
8,934
+638
+8% +$110K 0.46% 74
2024
Q1 		$1.45M Buy
8,296
+1,790
+28% +$301K 0.49% 64
2023
Q4 		$1.1M Buy
6,506
+380
+6% +$63K 0.42% 85
2023
Q3 		$1.04M Buy
6,126
+338
+6% +$61.4K 0.46% 74
2023
Q2 		$1.07M Sell
5,788
-800
-12% -$149K 0.49% 75
2023
Q1 		$1.2M Buy
6,588
+1,508
+30% +$264K 0.55% 65
2022
Q4 		$918K Hold
5,080
– – 0.45% 74
2022
Q3 		$829K Sell
5,080
-614
-11% -$106K 0.47% 73
2022
Q2 		$949K Buy
5,694
+2,287
+67% +$385K 0.54% 61
2022
Q1 		$570K Hold
3,407
– – 0.36% 78
2021
Q4 		$592K Buy
+3,407
New +$556K 0.4% 75

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VELA Investment Management's PEP Position: Q2 2026 in Review

VELA Investment Management increased its PepsiCo (PEP) stake by 3.6% in Q2 2026, buying an estimated $180K and bringing the position to 34,544 shares worth $4.68M. The position accounts for 1.02% of the portfolio, ranked #29.

VELA Investment Management first reported a position in PEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.18M in Q1 2026. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • VELA Investment Management held 34,544 shares of PepsiCo worth $4.68M as of Q2 2026.
  • VELA Investment Management bought 1,201 PepsiCo shares in Q2 2026, an estimated $180K.
  • PepsiCo made up 1.02% of VELA Investment Management's portfolio in Q2 2026, its #29 holding.
  • VELA Investment Management first reported a position in PepsiCo in Q4 2021 and has held it in 19 quarters since.
  • VELA Investment Management's PepsiCo position peaked at $5.18M in Q1 2026.
  • 3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.