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Cardiff Park Advisors’s PepsiCo PEP Stock Holding History

Cardiff Park 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 		$632K Buy
4,067
+5
+0.1% +$779 0.05% 156
2025
Q4 		$583K Sell
4,062
-2,602
-39% -$382K 0.05% 159
2025
Q3 		$936K Buy
6,664
+29
+0.4% +$4.14K 0.07% 129
2025
Q2 		$876K Buy
6,635
+174
+3% +$23.4K 0.08% 124
2025
Q1 		$969K Buy
6,461
+60
+0.9% +$8.93K 0.09% 110
2024
Q4 		$973K Sell
6,401
-28
-0.4% -$4.59K 0.09% 110
2024
Q3 		$1.09M Sell
6,429
-90
-1% -$15.5K 0.1% 98
2024
Q2 		$1.08M Sell
6,519
-98
-1% -$16.9K 0.1% 95
2024
Q1 		$1.16M Sell
6,617
-7
-0.1% -$1.18K 0.11% 91
2023
Q4 		$1.13M Hold
6,624
– – 0.12% 88
2023
Q3 		$1.12M Sell
6,624
-2,367
-26% -$430K 0.14% 76
2023
Q2 		$1.67M Buy
8,991
+2,466
+38% +$460K 0.2% 62
2023
Q1 		$1.19M Buy
6,525
+30
+0.5% +$5.24K 0.16% 78
2022
Q4 		$1.17M Sell
6,495
-110
-2% -$19.6K 0.16% 77
2022
Q3 		$1.08M Buy
6,605
+1,017
+18% +$175K 0.17% 76
2022
Q2 		$931K Buy
5,588
+114
+2% +$19.2K 0.14% 86
2022
Q1 		$916K Buy
5,474
+55
+1% +$9.23K 0.13% 81
2021
Q4 		$941K Buy
+5,419
New +$885K 0.12% 79

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

Cardiff Park Advisors's PEP Position: Q1 2026 in Review

Cardiff Park Advisors increased its PepsiCo (PEP) stake by 0.12% in Q1 2026, buying an estimated $779 and bringing the position to 4,067 shares worth $632K. The position accounts for 0.05% of the portfolio, ranked #156.

Cardiff Park Advisors first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.67M in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Cardiff Park Advisors held 4,067 shares of PepsiCo worth $632K as of Q1 2026.
  • Cardiff Park Advisors bought 5 PepsiCo shares in Q1 2026, an estimated $779.
  • PepsiCo made up 0.05% of Cardiff Park Advisors's portfolio in Q1 2026, its #156 holding.
  • Cardiff Park Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's PepsiCo position peaked at $1.67M in Q2 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.