Boston Trust Walden’s PepsiCo PEP Stock Holding History

Boston Trust Walden’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	$80.5M	Sell	518,122 -33,488	-6%	-$5.22M	0.66%	43
2025 Q4	$79.2M	Sell	551,610 -13,915	-2%	-$2.04M	0.6%	51
2025 Q3	$79.4M	Sell	565,525 -170,027	-23%	-$24.3M	0.58%	50
2025 Q2	$97.1M	Sell	735,552 -26,529	-3%	-$3.57M	0.69%	36
2025 Q1	$114M	Sell	762,081 -13,554	-2%	-$2.02M	0.83%	25
2024 Q4	$118M	Sell	775,635 -12,161	-2%	-$1.99M	0.83%	27
2024 Q3	$134M	Buy	787,796 +9,511	+1%	+$1.63M	0.93%	17
2024 Q2	$128M	Sell	778,285 -5,396	-0.7%	-$931K	0.95%	16
2024 Q1	$137M	Buy	783,681 +84,991	+12%	+$14.3M	0.98%	17
2023 Q4	$119M	Buy	698,690 +22,031	+3%	+$3.65M	0.9%	23
2023 Q3	$115M	Sell	676,659 -5,091	-0.7%	-$925K	0.96%	22
2023 Q2	$126M	Buy	681,750 +1,802	+0.3%	+$336K	1.04%	17
2023 Q1	$124M	Buy	679,948 +35,390	+5%	+$6.19M	1.07%	16
2022 Q4	$116M	Buy	644,558 +10,733	+2%	+$1.91M	1.02%	15
2022 Q3	$103M	Buy	633,825 +13,604	+2%	+$2.34M	1.03%	17
2022 Q2	$103M	Buy	620,221 +44,914	+8%	+$7.56M	0.98%	17
2022 Q1	$96.3M	Buy	575,307 +16,032	+3%	+$2.69M	0.8%	29
2021 Q4	$97.2M	Sell	559,275 -6,343	-1%	-$1.04M	0.78%	29
2021 Q3	$85.1M	Sell	565,618 -6,896	-1%	-$1.07M	0.75%	31
2021 Q2	$84.8M	Sell	572,514 -10,130	-2%	-$1.48M	0.75%	32
2021 Q1	$82.4M	Buy	582,644 +2,551	+0.4%	+$350K	0.8%	29
2020 Q4	$86M	Buy	580,093 +7,406	+1%	+$1.05M	0.92%	19
2020 Q3	$79.4M	Buy	572,687 +2,165	+0.4%	+$294K	0.99%	19
2020 Q2	$75.5M	Sell	570,522 -9,559	-2%	-$1.26M	1.02%	17
2020 Q1	$69.7M	Sell	580,081 -19,597	-3%	-$2.65M	1.11%	16
2019 Q4	$82M	Buy	599,678 +1,014	+0.2%	+$138K	0.95%	25
2019 Q3	$82.1M	Sell	598,664 -4,718	-0.8%	-$627K	1.03%	22
2019 Q2	$79.1M	Sell	603,382 -2,934	-0.5%	-$376K	1.03%	23
2019 Q1	$74.3M	Buy	606,316 +32,435	+6%	+$3.7M	1.01%	24
2018 Q4	$63.4M	Buy	573,881 +4,207	+0.7%	+$474K	1.01%	23
2018 Q3	$63.7M	Sell	569,674 -10,890	-2%	-$1.23M	0.88%	26
2018 Q2	$63.2M	Buy	580,564 +48,689	+9%	+$5.03M	0.93%	26
2018 Q1	$58.1M	Sell	531,875 -9,827	-2%	-$1.12M	0.88%	27
2017 Q4	$65M	Sell	541,702 -3,876	-0.7%	-$443K	0.95%	23
2017 Q3	$60.8M	Sell	545,578 -549	-0.1%	-$63.4K	0.95%	25
2017 Q2	$63.1M	Buy	546,127 +1,186	+0.2%	+$136K	1.01%	22
2017 Q1	$61M	Buy	544,941 +9,991	+2%	+$1.07M	0.95%	23
2016 Q4	$56M	Sell	534,950 -5,194	-1%	-$544K	0.88%	25
2016 Q3	$58.8M	Sell	540,144 -7,037	-1%	-$758K	0.97%	20
2016 Q2	$58M	Sell	547,181 -285	-0.1%	-$29.4K	0.99%	19
2016 Q1	$56.1M	Sell	547,466 -7,710	-1%	-$762K	0.98%	20
2015 Q4	$55.5M	Sell	555,176 -11,961	-2%	-$1.19M	1.03%	20
2015 Q3	$53.5M	Sell	567,137 -10,162	-2%	-$967K	0.89%	19
2015 Q2	$53.9M	Sell	577,299 -47,114	-8%	-$4.5M	0.82%	22
2015 Q1	$59.7M	Sell	624,413 -1,648	-0.3%	-$159K	0.89%	20
2014 Q4	$59.2M	Sell	626,061 -15,435	-2%	-$1.48M	0.88%	24
2014 Q3	$59.7M	Sell	641,496 -3,635	-0.6%	-$332K	0.92%	20
2014 Q2	$57.6M	Sell	645,131 -14,820	-2%	-$1.28M	0.84%	29
2014 Q1	$55.1M	Buy	659,951 +1,995	+0.3%	+$162K	0.82%	34
2013 Q4	$54.6M	Sell	657,956 -5,313	-0.8%	-$441K	0.8%	33
2013 Q3	$52.7M	Sell	663,269 -6,734	-1%	-$553K	0.81%	30
2013 Q2	$54.8M	Buy	+670,003	New	+$54.7M	0.88%	21

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

Boston Trust Walden's PEP Position: Q1 2026 in Review

Boston Trust Walden reduced its PepsiCo (PEP) stake by 6.1% in Q1 2026, selling an estimated $5.22M and leaving 518,122 shares worth $80.5M. The position accounts for 0.66% of the portfolio, ranked #43.

Boston Trust Walden first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $137M in Q1 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Boston Trust Walden held 518,122 shares of PepsiCo worth $80.5M as of Q1 2026.
Boston Trust Walden sold 33,488 PepsiCo shares in Q1 2026, an estimated $5.22M.
PepsiCo made up 0.66% of Boston Trust Walden's portfolio in Q1 2026, its #43 holding.
Boston Trust Walden first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
Boston Trust Walden's PepsiCo position peaked at $137M in Q1 2024.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Boston Trust Walden's 13F filing for Q1 2026, filed 24 Apr 2026.