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Vista Investment Partners’s PepsiCo PEP Stock Holding History

Vista Investment Partners’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 		$926K Hold
6,842
– – 0.23% 88
2026
Q1 		$1.06M Buy
6,842
+4
+0.1% +$623 0.28% 84
2025
Q4 		$981K Sell
6,838
-71
-1% -$10.4K 0.26% 91
2025
Q3 		$970K Hold
6,909
– – 0.27% 81
2025
Q2 		$912K Sell
6,909
-48
-0.7% -$6.47K 0.26% 83
2025
Q1 		$1.04M Sell
6,957
-18,562
-73% -$2.76M 0.32% 78
2024
Q4 		$3.88M Buy
25,519
+236
+0.9% +$38.7K 1.21% 32
2024
Q3 		$4.3M Buy
25,283
+371
+1% +$63.7K 1.38% 25
2024
Q2 		$4.11M Buy
24,912
+202
+0.8% +$34.9K 1.37% 23
2024
Q1 		$4.32M Buy
24,710
+115
+0.5% +$19.4K 1.47% 24
2023
Q4 		$4.18M Buy
+24,595
New +$4.08M 1.53% 23

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

Vista Investment Partners's PEP Position: Q2 2026 in Review

Vista Investment Partners held its PepsiCo (PEP) position steady in Q2 2026 at 6,842 shares worth $926K. The position accounts for 0.23% of the portfolio, ranked #88.

Vista Investment Partners first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.32M in Q1 2024. 3,398 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Vista Investment Partners held 6,842 shares of PepsiCo worth $926K as of Q2 2026.
  • Vista Investment Partners left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.23% of Vista Investment Partners's portfolio in Q2 2026, its #88 holding.
  • Vista Investment Partners first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • Vista Investment Partners's PepsiCo position peaked at $4.32M in Q1 2024.
  • 3,398 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.