VFM
PEP icon

Vision Financial Markets’s PepsiCo PEP Stock Holding History

Vision Financial Markets’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 		$85.1K Buy
549
+1
+0.2% +$156 0.08% 96
2025
Q4 		$78.5K Hold
548
– – 0.08% 95
2025
Q3 		$76.8K Buy
548
+1
+0.2% +$143 0.07% 106
2025
Q2 		$72.2K Buy
547
+1
+0.2% +$135 0.07% 110
2025
Q1 		$81.8K Buy
546
+1
+0.2% +$149 0.09% 93
2024
Q4 		$82.8K Buy
+545
New +$89.3K 0.09% 90

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

Vision Financial Markets's PEP Position: Q1 2026 in Review

Vision Financial Markets increased its PepsiCo (PEP) stake by 0.18% in Q1 2026, buying an estimated $156 and bringing the position to 549 shares worth $85.1K. The position accounts for 0.08% of the portfolio, ranked #96.

Vision Financial Markets first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Vision Financial Markets held 549 shares of PepsiCo worth $85.1K as of Q1 2026.
  • Vision Financial Markets bought 1 PepsiCo share in Q1 2026, an estimated $156.
  • PepsiCo made up 0.08% of Vision Financial Markets's portfolio in Q1 2026, its #96 holding.
  • Vision Financial Markets first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Vision Financial Markets's 13F filing for Q1 2026, filed 24 Apr 2026.