BFIM
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Beese Fulmer Investment Management’s PepsiCo PEP Stock Holding History

Beese Fulmer Investment Management’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 		$9.85M Sell
63,414
-3,510
-5% -$547K 0.63% 49
2025
Q4 		$9.7M Buy
66,924
+2,478
+4% +$364K 0.63% 47
2025
Q3 		$9.05M Sell
64,446
-816
-1% -$117K 0.63% 47
2025
Q2 		$8.62M Sell
65,262
-1,149
-2% -$155K 0.64% 48
2025
Q1 		$9.96M Sell
66,411
-423
-0.6% -$63K 0.86% 44
2024
Q4 		$10.2M Sell
66,834
-1,260
-2% -$206K 0.87% 45
2024
Q3 		$11.6M Sell
68,094
-2,406
-3% -$413K 0.99% 40
2024
Q2 		$11.6M Sell
70,500
-1,986
-3% -$343K 1.06% 36
2024
Q1 		$12.7M Sell
72,486
-5,077
-7% -$855K 1.19% 32
2023
Q4 		$13.2M Sell
77,563
-454
-0.6% -$75.3K 1.36% 25
2023
Q3 		$13.2M Sell
78,017
-70
-0.1% -$12.7K 1.49% 21
2023
Q2 		$14.5M Sell
78,087
-2,172
-3% -$405K 1.56% 16
2023
Q1 		$14.6M Sell
80,259
-558
-0.7% -$97.5K 1.67% 14
2022
Q4 		$14.6M Buy
80,817
+1,308
+2% +$233K 1.76% 11
2022
Q3 		$13M Sell
79,509
-1,322
-2% -$228K 1.74% 15
2022
Q2 		$13.5M Sell
80,831
-1,555
-2% -$262K 1.72% 13
2022
Q1 		$13.8M Sell
82,386
-2,324
-3% -$390K 1.49% 19
2021
Q4 		$14.7M Sell
84,710
-1,587
-2% -$259K 1.53% 18
2021
Q3 		$13M Sell
86,297
-104
-0.1% -$16.1K 1.46% 19
2021
Q2 		$12.8M Sell
86,401
-352
-0.4% -$51.3K 1.45% 16
2021
Q1 		$12.3M Sell
86,753
-1,655
-2% -$227K 1.47% 16
2020
Q4 		$13.1M Sell
88,408
-2,538
-3% -$361K 1.68% 14
2020
Q3 		$12.6M Sell
90,946
-2,475
-3% -$337K 1.79% 13
2020
Q2 		$12.4M Sell
93,421
-2,910
-3% -$384K 1.82% 11
2020
Q1 		$11.6M Sell
96,331
-115
-0.1% -$15.5K 2.05% 8
2019
Q4 		$13.2M Sell
96,446
-866
-0.9% -$118K 1.85% 10
2019
Q3 		$13.3M Buy
97,312
+13,445
+16% +$1.79M 2% 9
2019
Q2 		$11M Sell
83,867
-1,003
-1% -$129K 2.08% 8
2019
Q1 		$10.4M Sell
84,870
-580
-0.7% -$66.1K 2.05% 8
2018
Q4 		$9.44M Sell
85,450
-35
-0% -$3.95K 2.12% 8
2018
Q3 		$9.56M Buy
85,485
+1
+0% +$113 1.88% 8
2018
Q2 		$9.31M Sell
85,484
-385
-0.4% -$39.8K 1.95% 9
2018
Q1 		$9.37M Sell
85,869
-1,187
-1% -$135K 2.05% 8
2017
Q4 		$10.4M Sell
87,056
-1,733
-2% -$198K 2.24% 8
2017
Q3 		$9.89M Sell
88,789
-106
-0.1% -$12.2K 2.26% 6
2017
Q2 		$10.3M Sell
88,895
-700
-0.8% -$80.3K 2.45% 4
2017
Q1 		$10M Sell
89,595
-444
-0.5% -$47.6K 2.44% 4
2016
Q4 		$9.42M Sell
90,039
-1,432
-2% -$150K 2.43% 5
2016
Q3 		$9.95M Buy
91,471
+1,183
+1% +$127K 2.68% 3
2016
Q2 		$9.56M Sell
90,288
-3,614
-4% -$373K 2.71% 5
2016
Q1 		$9.87M Sell
93,902
-2,102
-2% -$208K 2.88% 2
2015
Q4 		$9.59M Buy
96,004
+400
+0.4% +$39.9K 2.96% 3
2015
Q3 		$9.02M Buy
95,604
+2,768
+3% +$263K 2.96% 2
2015
Q2 		$8.66M Buy
92,836
+340
+0.4% +$32.5K 2.79% 5
2015
Q1 		$8.84M Sell
92,496
-600
-0.6% -$58.1K 2.95% 4
2014
Q4 		$8.8M Sell
93,096
-2,000
-2% -$192K 2.76% 5
2014
Q3 		$8.85M Sell
95,096
-1,629
-2% -$149K 2.87% 5
2014
Q2 		$8.64M Sell
96,725
-1,230
-1% -$106K 2.8% 5
2014
Q1 		$8.18M Sell
97,955
-178
-0.2% -$14.5K 2.84% 5
2013
Q4 		$8.14M Sell
98,133
-542
-0.5% -$45K 2.89% 4
2013
Q3 		$7.84M Buy
98,675
+4,229
+4% +$348K 3.08% 4
2013
Q2 		$7.72M Buy
+94,446
New +$7.71M 3.31% 4

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

Beese Fulmer Investment Management's PEP Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its PepsiCo (PEP) stake by 5.2% in Q1 2026, selling an estimated $547K and leaving 63,414 shares worth $9.85M. The position accounts for 0.63% of the portfolio, ranked #49.

Beese Fulmer Investment Management first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.7M in Q4 2021. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Beese Fulmer Investment Management held 63,414 shares of PepsiCo worth $9.85M as of Q1 2026.
  • Beese Fulmer Investment Management sold 3,510 PepsiCo shares in Q1 2026, an estimated $547K.
  • PepsiCo made up 0.63% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #49 holding.
  • Beese Fulmer Investment Management first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
  • Beese Fulmer Investment Management's PepsiCo position peaked at $14.7M in Q4 2021.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.