Atlantic Family Wealth’s PepsiCo PEP Stock Holding History

Atlantic Family Wealth’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	$353K	Sell	2,272 -12	-0.5%	-$1.87K	0.25%	34
2025 Q4	$328K	Sell	2,284 -5	-0.2%	-$735	0.25%	33
2025 Q3	$321K	Buy	2,289 +720	+46%	+$103K	0.25%	34
2025 Q2	$207K	Sell	1,569 -5	-0.3%	-$674	0.18%	51
2025 Q1	$236K	Buy	1,574 +51	+3%	+$7.59K	0.22%	38
2024 Q4	$232K	Buy	+1,523	New	+$250K	0.27%	37

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

Atlantic Family Wealth's PEP Position: Q1 2026 in Review

Atlantic Family Wealth reduced its PepsiCo (PEP) stake by 0.53% in Q1 2026, selling an estimated $1.87K and leaving 2,272 shares worth $353K. The position accounts for 0.25% of the portfolio, ranked #34.

Atlantic Family Wealth first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Atlantic Family Wealth held 2,272 shares of PepsiCo worth $353K as of Q1 2026.
Atlantic Family Wealth sold 12 PepsiCo shares in Q1 2026, an estimated $1.87K.
PepsiCo made up 0.25% of Atlantic Family Wealth's portfolio in Q1 2026, its #34 holding.
Atlantic Family Wealth first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Atlantic Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.