CFO
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Callan Family Office’s PepsiCo PEP Stock Holding History

Callan Family Office’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 		$4.25M Buy
27,368
+958
+4% +$149K 0.1% 217
2025
Q4 		$3.79M Buy
26,410
+6,283
+31% +$923K 0.08% 229
2025
Q3 		$2.83M Buy
20,127
+1,985
+11% +$283K 0.09% 225
2025
Q2 		$2.4M Buy
18,142
+7,613
+72% +$1.03M 0.08% 251
2025
Q1 		$1.58M Sell
10,529
-2,093
-17% -$312K 0.12% 154
2024
Q4 		$1.92M Buy
12,622
+6,645
+111% +$1.09M 0.12% 160
2024
Q3 		$1.02M Buy
5,977
+407
+7% +$69.9K 0.17% 65
2024
Q2 		$919K Buy
5,570
+1,416
+34% +$244K 0.18% 62
2024
Q1 		$727K Sell
4,154
-1,067
-20% -$180K 0.17% 51
2023
Q4 		$887K Buy
5,221
+67
+1% +$11.1K 0.22% 44
2023
Q3 		$873K Hold
5,154
– – 0.23% 45
2023
Q2 		$955K Sell
5,154
-135
-3% -$25.2K 0.25% 46
2023
Q1 		$964K Buy
5,289
+1,974
+60% +$345K 0.23% 62
2022
Q4 		$599K Buy
+3,315
New +$591K 0.19% 53

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

Callan Family Office's PEP Position: Q1 2026 in Review

Callan Family Office increased its PepsiCo (PEP) stake by 3.6% in Q1 2026, buying an estimated $149K and bringing the position to 27,368 shares worth $4.25M. The position accounts for 0.1% of the portfolio, ranked #217.

Callan Family Office first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Callan Family Office held 27,368 shares of PepsiCo worth $4.25M as of Q1 2026.
  • Callan Family Office bought 958 PepsiCo shares in Q1 2026, an estimated $149K.
  • PepsiCo made up 0.1% of Callan Family Office's portfolio in Q1 2026, its #217 holding.
  • Callan Family Office first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.