Atwater Malick’s PepsiCo PEP Stock Holding History

Atwater Malick’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	$413K	Sell	2,657 -127	-5%	-$19.8K	0.11%	67
2025 Q4	$400K	Buy	2,784 +117	+4%	+$17.2K	0.11%	63
2025 Q3	$375K	Hold	2,667	–	–	0.11%	61
2025 Q2	$352K	Hold	2,667	–	–	0.11%	61
2025 Q1	$400K	Hold	2,667	–	–	0.14%	57
2024 Q4	$406K	Hold	2,667	–	–	0.14%	54
2024 Q3	$454K	Sell	2,667 -12	-0.4%	-$2.06K	0.15%	54
2024 Q2	$442K	Hold	2,679	–	–	0.15%	54
2024 Q1	$469K	Hold	2,679	–	–	0.17%	57
2023 Q4	$455K	Buy	2,679 +285	+12%	+$47.3K	0.18%	51
2023 Q3	$406K	Hold	2,394	–	–	0.18%	50
2023 Q2	$443K	Sell	2,394 -141	-6%	-$26.3K	0.19%	48
2023 Q1	$462K	Hold	2,535	–	–	0.22%	38
2022 Q4	$458K	Buy	2,535 +240	+10%	+$42.8K	0.23%	39
2022 Q3	$375K	Hold	2,295	–	–	0.21%	39
2022 Q2	$382K	Buy	2,295 +28	+1%	+$4.71K	0.2%	41
2022 Q1	$379K	Buy	2,267 +231	+11%	+$38.8K	0.18%	38
2021 Q4	$354K	Sell	2,036 -10	-0.5%	-$1.63K	0.16%	39
2021 Q3	$308K	Hold	2,046	–	–	0.16%	39
2021 Q2	$303K	Hold	2,046	–	–	0.17%	38
2021 Q1	$289K	Hold	2,046	–	–	0.18%	35
2020 Q4	$303K	Sell	2,046 -155	-7%	-$22K	0.19%	34
2020 Q3	$305K	Hold	2,201	–	–	0.21%	34
2020 Q2	$291K	Sell	2,201 -112	-5%	-$14.8K	0.23%	35
2020 Q1	$278K	Buy	+2,313	New	+$313K	0.27%	37
2019 Q4	–	Sell	-813	Closed	-$111K	–	156
2019 Q3	$111K	Buy	+813	New	+$108K	0.09%	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

Atwater Malick's PEP Position: Q1 2026 in Review

Atwater Malick reduced its PepsiCo (PEP) stake by 4.6% in Q1 2026, selling an estimated $19.8K and leaving 2,657 shares worth $413K. The position accounts for 0.11% of the portfolio, ranked #67.

Atwater Malick first reported a position in PEP in Q3 2019 and has held it in 26 quarters since. The position peaked at $469K in Q1 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Atwater Malick held 2,657 shares of PepsiCo worth $413K as of Q1 2026.
Atwater Malick sold 127 PepsiCo shares in Q1 2026, an estimated $19.8K.
PepsiCo made up 0.11% of Atwater Malick's portfolio in Q1 2026, its #67 holding.
Atwater Malick first reported a position in PepsiCo in Q3 2019 and has held it in 26 quarters since.
Atwater Malick's PepsiCo position peaked at $469K in Q1 2024.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.