Apriem Advisors’s PepsiCo PEP Stock Holding History

Apriem 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	$645K	Buy	4,152 +241	+6%	+$37.6K	0.06%	109
2025 Q4	$561K	Buy	3,911 +20	+0.5%	+$2.94K	0.05%	114
2025 Q3	$546K	Sell	3,891 -146	-4%	-$20.8K	0.05%	114
2025 Q2	$533K	Sell	4,037 -2	-0%	-$269	0.06%	113
2025 Q1	$606K	Sell	4,039 -116	-3%	-$17.3K	0.07%	99
2024 Q4	$632K	Buy	4,155 +262	+7%	+$42.9K	0.07%	94
2024 Q3	$662K	Sell	3,893 -73	-2%	-$12.5K	0.08%	87
2024 Q2	$654K	Buy	3,966 +29	+0.7%	+$5K	0.08%	90
2024 Q1	$689K	Sell	3,937 -941	-19%	-$158K	0.09%	91
2023 Q4	$828K	Buy	4,878 +134	+3%	+$22.2K	0.11%	77
2023 Q3	$804K	Buy	4,744 +16	+0.3%	+$2.91K	0.12%	76
2023 Q2	$876K	Sell	4,728 -509	-10%	-$95K	0.13%	75
2023 Q1	$955K	Buy	5,237 +1,515	+41%	+$265K	0.15%	73
2022 Q4	$672K	Sell	3,722 -85	-2%	-$15.2K	0.12%	78
2022 Q3	$622K	Buy	3,807 +20	+0.5%	+$3.45K	0.11%	80
2022 Q2	$631K	Sell	3,787 -52	-1%	-$8.75K	0.11%	77
2022 Q1	$643K	Buy	3,839 +40	+1%	+$6.72K	0.09%	83
2021 Q4	$660K	Sell	3,799 -180	-5%	-$29.4K	0.09%	81
2021 Q3	$598K	Buy	3,979 +95	+2%	+$14.7K	0.09%	81
2021 Q2	$575K	Buy	3,884 +440	+13%	+$64.1K	0.09%	84
2021 Q1	$487K	Buy	3,444 +73	+2%	+$10K	0.08%	85
2020 Q4	$500K	Buy	3,371 +475	+16%	+$67.5K	0.09%	76
2020 Q3	$401K	Buy	2,896 +1,375	+90%	+$187K	0.07%	83
2020 Q2	$201K	Buy	+1,521	New	+$200K	0.04%	116
2018 Q3	–	Sell	-190	Closed	-$21K	–	310
2018 Q2	$21K	Buy	+190	New	+$19.6K	﹤0.01%	349
2017 Q2	–	Sell	-272	Closed	-$30K	–	425
2017 Q1	$30K	Buy	272 +36	+15%	+$3.86K	0.01%	292
2016 Q4	$25K	Buy	236 +29	+14%	+$3.04K	0.01%	317
2016 Q3	$23K	Buy	207 +1	+0.5%	+$108	0.01%	315
2016 Q2	$22K	Sell	206 -2	-1%	-$206	0.01%	330
2016 Q1	$21K	Buy	208 +164	+373%	+$16.2K	0.01%	301
2015 Q4	$4K	Hold	44	–	–	﹤0.01%	456
2015 Q3	$4K	Sell	44 -277	-86%	-$26.4K	﹤0.01%	434
2015 Q2	$30K	Buy	321 +100	+45%	+$9.56K	0.01%	257
2015 Q1	$21K	Buy	221 +1	+0.5%	+$97	0.01%	310
2014 Q4	$21K	Sell	220 -25	-10%	-$2.4K	0.01%	290
2014 Q3	$23K	Buy	245 +99	+68%	+$9.04K	0.01%	290
2014 Q2	$13K	Buy	146 +41	+39%	+$3.54K	0.01%	315
2014 Q1	$9K	Buy	105 +1	+1%	+$81	﹤0.01%	366
2013 Q4	$9K	Sell	104 -53	-34%	-$4.4K	﹤0.01%	368
2013 Q3	$12K	Sell	157 -246	-61%	-$20.2K	0.01%	337
2013 Q2	$33K	Buy	+403	New	+$32.9K	0.02%	233

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

Apriem Advisors's PEP Position: Q1 2026 in Review

Apriem Advisors increased its PepsiCo (PEP) stake by 6.2% in Q1 2026, buying an estimated $37.6K and bringing the position to 4,152 shares worth $645K. The position accounts for 0.06% of the portfolio, ranked #109.

Apriem Advisors first reported a position in PEP in Q2 2013 and has held it in 41 quarters since. The position peaked at $955K in Q1 2023. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Apriem Advisors held 4,152 shares of PepsiCo worth $645K as of Q1 2026.
Apriem Advisors bought 241 PepsiCo shares in Q1 2026, an estimated $37.6K.
PepsiCo made up 0.06% of Apriem Advisors's portfolio in Q1 2026, its #109 holding.
Apriem Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 41 quarters since.
Apriem Advisors's PepsiCo position peaked at $955K in Q1 2023.
3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.