America First Investment Advisors’s PepsiCo PEP Stock Holding History

America First Investment Advisors’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	$438K	Hold	2,819	–	–	0.08%	37
2025 Q4	$405K	Hold	2,819	–	–	0.07%	39
2025 Q3	$396K	Hold	2,819	–	–	0.07%	38
2025 Q2	$372K	Sell	2,819 -14	-0.5%	-$1.89K	0.07%	36
2025 Q1	$425K	Buy	2,833 +14	+0.5%	+$2.08K	0.09%	34
2024 Q4	$429K	Hold	2,819	–	–	0.09%	33
2024 Q3	$479K	Hold	2,819	–	–	0.11%	33
2024 Q2	$465K	Hold	2,819	–	–	0.11%	33
2024 Q1	$493K	Hold	2,819	–	–	0.12%	33
2023 Q4	$479K	Hold	2,819	–	–	0.13%	33
2023 Q3	$478K	Hold	2,819	–	–	0.13%	31
2023 Q2	$522K	Hold	2,819	–	–	0.14%	31
2023 Q1	$514K	Hold	2,819	–	–	0.15%	31
2022 Q4	$509K	Hold	2,819	–	–	0.15%	31
2022 Q3	$460K	Hold	2,819	–	–	0.16%	30
2022 Q2	$470K	Hold	2,819	–	–	0.15%	31
2022 Q1	$472K	Hold	2,819	–	–	0.14%	34
2021 Q4	$490K	Hold	2,819	–	–	0.14%	34
2021 Q3	$424K	Hold	2,819	–	–	0.13%	35
2021 Q2	$418K	Hold	2,819	–	–	0.12%	37
2021 Q1	$399K	Hold	2,819	–	–	0.12%	39
2020 Q4	$418K	Hold	2,819	–	–	0.13%	40
2020 Q3	$391K	Hold	2,819	–	–	0.12%	39
2020 Q2	$373K	Hold	2,819	–	–	0.12%	41
2020 Q1	$339K	Buy	2,819 +2,154	+324%	+$291K	0.12%	40
2019 Q4	$91K	Hold	665	–	–	0.03%	48
2019 Q3	$91K	Hold	665	–	–	0.03%	47
2019 Q2	$87K	Hold	665	–	–	0.03%	49
2019 Q1	$81K	Buy	+665	New	+$75.8K	0.02%	51
2017 Q3	–	Sell	-856	Closed	-$99K	–	104
2017 Q2	$99K	Hold	856	–	–	0.04%	53
2017 Q1	$96K	Hold	856	–	–	0.04%	58
2016 Q4	$90K	Sell	856 -26	-3%	-$2.72K	0.04%	52
2016 Q3	$96K	Buy	882 +26	+3%	+$2.8K	0.04%	54
2016 Q2	$91K	Hold	856	–	–	0.04%	54
2016 Q1	$88K	Hold	856	–	–	0.04%	53
2015 Q4	$86K	Hold	856	–	–	0.04%	52
2015 Q3	$81K	Hold	856	–	–	0.04%	54
2015 Q2	$80K	Hold	856	–	–	0.04%	53
2015 Q1	$82K	Hold	856	–	–	0.04%	60
2014 Q4	$81K	Hold	856	–	–	0.03%	62
2014 Q3	$80K	Hold	856	–	–	0.04%	63
2014 Q2	$76K	Sell	856 -500	-37%	-$43.2K	0.03%	66
2014 Q1	$113K	Hold	1,356	–	–	0.05%	56
2013 Q4	$112K	Hold	1,356	–	–	0.05%	59
2013 Q3	$108K	Hold	1,356	–	–	0.05%	59
2013 Q2	$111K	Buy	+1,356	New	+$111K	0.06%	56

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

America First Investment Advisors's PEP Position: Q1 2026 in Review

America First Investment Advisors held its PepsiCo (PEP) position steady in Q1 2026 at 2,819 shares worth $438K. The position accounts for 0.08% of the portfolio, ranked #37.

America First Investment Advisors first reported a position in PEP in Q2 2013 and has held it in 46 quarters since. The position peaked at $522K in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

America First Investment Advisors held 2,819 shares of PepsiCo worth $438K as of Q1 2026.
America First Investment Advisors left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up 0.08% of America First Investment Advisors's portfolio in Q1 2026, its #37 holding.
America First Investment Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 46 quarters since.
America First Investment Advisors's PepsiCo position peaked at $522K in Q2 2023.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on America First Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.