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Baron Silver Stevens Financial Advisors’s PepsiCo PEP Stock Holding History

Baron Silver Stevens Financial 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 		$1.44M Sell
9,269
-35
-0.4% -$5.45K 0.21% 51
2025
Q4 		$1.34M Sell
9,304
-208
-2% -$30.6K 0.19% 54
2025
Q3 		$1.34M Buy
9,512
+5,739
+152% +$820K 0.2% 54
2025
Q2 		$498K Buy
3,773
+413
+12% +$55.6K 0.08% 79
2025
Q1 		$504K Sell
3,360
-136
-4% -$20.2K 0.09% 71
2024
Q4 		$532K Hold
3,496
– – 0.09% 71
2024
Q3 		$595K Hold
3,496
– – 0.1% 65
2024
Q2 		$577K Sell
3,496
-187
-5% -$32.3K 0.11% 65
2024
Q1 		$645K Buy
3,683
+349
+10% +$58.8K 0.12% 64
2023
Q4 		$566K Sell
3,334
-149
-4% -$24.7K 0.12% 62
2023
Q3 		$590K Buy
3,483
+20
+0.6% +$3.63K 0.13% 55
2023
Q2 		$641K Sell
3,463
-195
-5% -$36.4K 0.14% 53
2023
Q1 		$667K Buy
3,658
+173
+5% +$30.2K 0.17% 49
2022
Q4 		$630K Hold
3,485
– – 0.15% 47
2022
Q3 		$643 Sell
3,485
-929
-21% -$160K 0.18% 44
2022
Q2 		$735K Buy
4,414
+1,262
+40% +$212K 0.19% 42
2022
Q1 		$527K Buy
3,152
+535
+20% +$89.8K 0.12% 50
2021
Q4 		$454K Buy
2,617
+80
+3% +$13.1K 0.11% 54
2021
Q3 		$381K Sell
2,537
-973
-28% -$151K 0.1% 54
2021
Q2 		$520K Buy
3,510
+1,047
+43% +$153K 0.14% 47
2021
Q1 		$348K Hold
2,463
– – 0.19% 33
2020
Q4 		$365K Buy
+2,463
New +$350K 0.12% 48

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

Baron Silver Stevens Financial Advisors's PEP Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its PepsiCo (PEP) stake by 0.38% in Q1 2026, selling an estimated $5.45K and leaving 9,269 shares worth $1.44M. The position accounts for 0.21% of the portfolio, ranked #51.

Baron Silver Stevens Financial Advisors first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 9,269 shares of PepsiCo worth $1.44M as of Q1 2026.
  • Baron Silver Stevens Financial Advisors sold 35 PepsiCo shares in Q1 2026, an estimated $5.45K.
  • PepsiCo made up 0.21% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #51 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.