XY Capital’s PepsiCo PEP Stock Holding History

XY Capital’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	–	Sell	-2,200	Closed	-$316K	–	252
2025 Q4	$316K	Buy	2,200 +200	+10%	+$29.4K	0.2%	101
2025 Q3	$281K	Buy	+2,000	New	+$286K	0.15%	97
2025 Q2	–	Sell	-5,400	Closed	-$810K	–	177
2025 Q1	$810K	Sell	5,400 -3,300	-38%	-$491K	0.23%	91
2024 Q4	$1.32M	Buy	+8,700	New	+$1.43M	0.64%	47

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

XY Capital's PEP Position: Q1 2026 in Review

XY Capital sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 408 shares — an estimated $58.6K sold.

XY Capital first reported a position in PEP in Q4 2024 and held it in 4 quarters. The position peaked at $343K in Q4 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

XY Capital reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
XY Capital sold 408 PepsiCo shares in Q1 2026, an estimated $58.6K.
XY Capital first reported a position in PepsiCo in Q4 2024 and held it in 4 quarters.
XY Capital's PepsiCo position peaked at $343K in Q4 2024.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on XY Capital's 13F filing for Q1 2026, filed 12 May 2026.