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Childress Capital Advisors’s PepsiCo PEP Stock Holding History

Childress Capital 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 		$599K Sell
3,859
-566
-13% -$88.2K 0.11% 136
2025
Q4 		$635K Buy
4,425
+205
+5% +$30.1K 0.1% 148
2025
Q3 		$593K Buy
4,220
+1,929
+84% +$275K 0.11% 136
2025
Q2 		$303K Sell
2,291
-763
-25% -$103K 0.08% 188
2025
Q1 		$458K Sell
3,054
-865
-22% -$129K 0.13% 114
2024
Q4 		$596K Sell
3,919
-1,551
-28% -$254K 0.17% 85
2024
Q3 		$930K Sell
5,470
-928
-15% -$159K 0.25% 66
2024
Q2 		$1.06M Buy
6,398
+733
+13% +$127K 0.3% 56
2024
Q1 		$991K Sell
5,665
-185
-3% -$31.1K 0.29% 60
2023
Q4 		$994K Sell
5,850
-638
-10% -$106K 0.3% 55
2023
Q3 		$1.1M Buy
6,488
+2,063
+47% +$375K 0.36% 52
2023
Q2 		$820K Sell
4,425
-1,530
-26% -$286K 0.35% 41
2023
Q1 		$1.09M Sell
5,955
-6,876
-54% -$1.2M 0.48% 35
2022
Q4 		$2.32M Buy
12,831
+253
+2% +$45.1K 0.77% 21
2022
Q3 		$2.06M Sell
12,578
-552
-4% -$95.1K 0.81% 24
2022
Q2 		$2.19M Sell
13,130
-682
-5% -$115K 0.87% 21
2022
Q1 		$2.31M Buy
13,812
+8,804
+176% +$1.48M 0.81% 22
2021
Q4 		$870K Sell
5,008
-1,424
-22% -$233K 0.36% 53
2021
Q3 		$967K Buy
6,432
+2,541
+65% +$393K 0.39% 54
2021
Q2 		$576K Sell
3,891
-1,431
-27% -$208K 0.26% 61
2021
Q1 		$752K Buy
5,322
+1,178
+28% +$162K 0.35% 53
2020
Q4 		$615K Buy
+4,144
New +$589K 0.36% 34

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

Childress Capital Advisors's PEP Position: Q1 2026 in Review

Childress Capital Advisors reduced its PepsiCo (PEP) stake by 13% in Q1 2026, selling an estimated $88.2K and leaving 3,859 shares worth $599K. The position accounts for 0.11% of the portfolio, ranked #136.

Childress Capital Advisors first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.32M in Q4 2022. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Childress Capital Advisors held 3,859 shares of PepsiCo worth $599K as of Q1 2026.
  • Childress Capital Advisors sold 566 PepsiCo shares in Q1 2026, an estimated $88.2K.
  • PepsiCo made up 0.11% of Childress Capital Advisors's portfolio in Q1 2026, its #136 holding.
  • Childress Capital Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • Childress Capital Advisors's PepsiCo position peaked at $2.32M in Q4 2022.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.