VIP
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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
Q3 		$867K Buy
6,843
+1
+0% +$138 0.23% 84
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Vista Investment Partners's PEP Position: Q3 2026 in Review

Vista Investment Partners increased its PepsiCo (PEP) stake by 0.01% in Q3 2026, buying an estimated $138 and bringing the position to 6,843 shares worth $867K. The position accounts for 0.23% of the portfolio, ranked #84.

Vista Investment Partners first reported a position in PEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.32M in Q1 2024. 176 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Vista Investment Partners held 6,843 shares of PepsiCo worth $867K as of Q3 2026.
  • Vista Investment Partners bought 1 PepsiCo share in Q3 2026, an estimated $138.
  • PepsiCo made up 0.23% of Vista Investment Partners's portfolio in Q3 2026, its #84 holding.
  • Vista Investment Partners first reported a position in PepsiCo in Q4 2023 and has held it in 12 quarters since.
  • Vista Investment Partners's PepsiCo position peaked at $4.32M in Q1 2024.
  • 176 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.