Aufman Associates’s PepsiCo PEP Stock Holding History

Aufman Associates’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	$279K	Hold	1,797	–	–	0.14%	51
2025 Q4	$258K	Hold	1,797	–	–	0.13%	53
2025 Q3	$252K	Buy	1,797 +60	+3%	+$8.57K	0.14%	53
2025 Q2	$229K	Hold	1,737	–	–	0.14%	57
2025 Q1	$260K	Hold	1,737	–	–	0.18%	48
2024 Q4	$264K	Sell	1,737 -416	-19%	-$68.2K	0.18%	46
2024 Q3	$366K	Buy	+2,153	New	+$370K	0.24%	36
2024 Q2	–	Sell	-1,191	Closed	-$208K	–	49
2024 Q1	$208K	Hold	1,191	–	–	0.15%	44
2023 Q4	$202K	Hold	1,191	–	–	0.15%	42
2023 Q3	$202K	Hold	1,191	–	–	0.17%	42
2023 Q2	$221K	Hold	1,191	–	–	0.18%	40
2023 Q1	$217K	Hold	1,191	–	–	0.18%	40
2022 Q4	$215K	Buy	+1,191	New	+$212K	0.2%	40
2022 Q1	–	Sell	-1,216	Closed	-$211K	–	51
2021 Q4	$211K	Buy	+1,216	New	+$199K	0.16%	51

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 $147M AUM 25.76% 1-Year Est. Return

Aufman Associates's PEP Position: Q1 2026 in Review

Aufman Associates held its PepsiCo (PEP) position steady in Q1 2026 at 1,797 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #51.

Aufman Associates first reported a position in PEP in Q4 2021 and has held it in 14 quarters since. The position peaked at $366K in Q3 2024. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Aufman Associates held 1,797 shares of PepsiCo worth $279K as of Q1 2026.
Aufman Associates left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up 0.14% of Aufman Associates's portfolio in Q1 2026, its #51 holding.
Aufman Associates first reported a position in PepsiCo in Q4 2021 and has held it in 14 quarters since.
Aufman Associates's PepsiCo position peaked at $366K in Q3 2024.
3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.