Zullo Investment Group’s PepsiCo PEP Stock Holding History

Zullo Investment Group’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	$1.1M	Sell	7,077 -66	-0.9%	-$10.3K	0.42%	55
2025 Q4	$1.03M	Sell	7,143 -167	-2%	-$24.5K	0.38%	58
2025 Q3	$1.03M	Sell	7,310 -140	-2%	-$20K	0.38%	56
2025 Q2	$984K	Sell	7,450 -233	-3%	-$31.4K	0.4%	55
2025 Q1	$1.15M	Sell	7,683 -26	-0.3%	-$3.87K	0.49%	49
2024 Q4	$1.17M	Buy	7,709 +25	+0.3%	+$4.1K	0.47%	46
2024 Q3	$1.31M	Buy	7,684 +90	+1%	+$15.5K	0.54%	44
2024 Q2	$1.25M	Buy	7,594 +2	+0%	+$345	0.55%	47
2024 Q1	$1.33M	Buy	7,592 +32	+0.4%	+$5.39K	0.62%	42
2023 Q4	$1.28M	Buy	7,560 +150	+2%	+$24.9K	0.66%	42
2023 Q3	$1.26M	Buy	7,410 +250	+3%	+$45.4K	0.74%	37
2023 Q2	$1.33M	Sell	7,160 -153	-2%	-$28.6K	0.76%	36
2023 Q1	$1.33M	Buy	7,313 +71	+1%	+$12.4K	0.83%	33
2022 Q4	$1.31M	Buy	7,242 +27	+0.4%	+$4.82K	0.8%	30
2022 Q3	$1.18M	Buy	7,215 +117	+2%	+$20.2K	0.76%	30
2022 Q2	$1.18M	Sell	7,098 -194	-3%	-$32.7K	0.74%	31
2022 Q1	$1.22M	Buy	7,292 +535	+8%	+$89.8K	0.63%	32
2021 Q4	$1.17M	Buy	+6,757	New	+$1.1M	0.6%	33

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

Zullo Investment Group's PEP Position: Q1 2026 in Review

Zullo Investment Group reduced its PepsiCo (PEP) stake by 0.92% in Q1 2026, selling an estimated $10.3K and leaving 7,077 shares worth $1.1M. The position accounts for 0.42% of the portfolio, ranked #55.

Zullo Investment Group first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.33M in Q1 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Zullo Investment Group held 7,077 shares of PepsiCo worth $1.1M as of Q1 2026.
Zullo Investment Group sold 66 PepsiCo shares in Q1 2026, an estimated $10.3K.
PepsiCo made up 0.42% of Zullo Investment Group's portfolio in Q1 2026, its #55 holding.
Zullo Investment Group first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
Zullo Investment Group's PepsiCo position peaked at $1.33M in Q1 2023.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.