Choate Investment Advisors’s PepsiCo PEP Stock Holding History

Choate Investment 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	$15.9M	Sell	102,100 -2,339	-2%	-$364K	0.31%	41
2025 Q4	$15M	Sell	104,439 -6,569	-6%	-$965K	0.29%	43
2025 Q3	$15.6M	Sell	111,008 -15,565	-12%	-$2.22M	0.32%	38
2025 Q2	$16.7M	Sell	126,573 -7,945	-6%	-$1.07M	0.36%	37
2025 Q1	$20.2M	Sell	134,518 -7,658	-5%	-$1.14M	0.5%	31
2024 Q4	$21.6M	Buy	142,176 +2,639	+2%	+$432K	0.52%	30
2024 Q3	$23.7M	Sell	139,537 -4,071	-3%	-$699K	0.6%	26
2024 Q2	$23.7M	Sell	143,608 -321	-0.2%	-$55.4K	0.62%	21
2024 Q1	$25.2M	Buy	143,929 +751	+0.5%	+$126K	0.68%	19
2023 Q4	$24.3M	Buy	143,178 +95,653	+201%	+$15.9M	0.75%	18
2023 Q3	$8.05M	Buy	47,525 +6,356	+15%	+$1.15M	0.32%	35
2023 Q2	$7.63M	Buy	41,169 +6,808	+20%	+$1.27M	0.32%	32
2023 Q1	$6.26M	Sell	34,361 -176	-0.5%	-$30.8K	0.3%	30
2022 Q4	$6.24M	Buy	34,537 +437	+1%	+$77.9K	0.38%	34
2022 Q3	$5.57M	Sell	34,100 -482	-1%	-$83.1K	0.37%	31
2022 Q2	$5.76M	Buy	34,582 +5,068	+17%	+$853K	0.35%	29
2022 Q1	$4.94M	Buy	29,514 +279	+1%	+$46.8K	0.26%	33
2021 Q4	$5.08M	Sell	29,235 -123	-0.4%	-$20.1K	0.3%	32
2021 Q3	$4.42M	Buy	29,358 +10	+0%	+$1.55K	0.28%	34
2021 Q2	$4.35M	Buy	29,348 +2,126	+8%	+$310K	0.26%	37
2021 Q1	$3.85M	Buy	27,222 +615	+2%	+$84.4K	0.24%	43
2020 Q4	$3.95M	Sell	26,607 -934	-3%	-$133K	0.24%	39
2020 Q3	$3.82M	Sell	27,541 -95	-0.3%	-$12.9K	0.25%	38
2020 Q2	$3.65M	Sell	27,636 -650	-2%	-$85.7K	0.27%	35
2020 Q1	$3.4M	Sell	28,286 -953	-3%	-$129K	0.27%	43
2019 Q4	$4M	Sell	29,239 -7	-0%	-$953	0.24%	47
2019 Q3	$4.01M	Sell	29,246 -93	-0.3%	-$12.4K	0.25%	49
2019 Q2	$3.85M	Sell	29,339 -608	-2%	-$77.9K	0.23%	53
2019 Q1	$3.67M	Buy	29,947 +2,625	+10%	+$299K	0.22%	55
2018 Q4	$3.02M	Sell	27,322 -388	-1%	-$43.8K	0.19%	58
2018 Q3	$3.1M	Sell	27,710 -227	-0.8%	-$25.7K	0.17%	53
2018 Q2	$3.04M	Sell	27,937 -14	-0.1%	-$1.45K	0.18%	63
2018 Q1	$3.05M	Buy	27,951 +95	+0.3%	+$10.8K	0.16%	66
2017 Q4	$3.34M	Sell	27,856 -1,302	-4%	-$149K	0.17%	66
2017 Q3	$3.25M	Sell	29,158 -14	-0%	-$1.62K	0.18%	66
2017 Q2	$3.37M	Sell	29,172 -498	-2%	-$57.1K	0.19%	61
2017 Q1	$3.32M	Sell	29,670 -925	-3%	-$99.2K	0.19%	62
2016 Q4	$3.2M	Sell	30,595 -218	-0.7%	-$22.8K	0.2%	57
2016 Q3	$3.35M	Buy	30,813 +992	+3%	+$107K	0.22%	54
2016 Q2	$3.16M	Sell	29,821 -3,646	-11%	-$376K	0.22%	53
2016 Q1	$3.43M	Sell	33,467 -4,179	-11%	-$413K	0.24%	53
2015 Q4	$3.56M	Buy	37,646 +1,971	+6%	+$197K	0.26%	54
2015 Q3	$3.36M	Sell	35,675 -75	-0.2%	-$7.13K	0.23%	51
2015 Q2	$3.34M	Sell	35,750 -1,277	-3%	-$122K	0.19%	52
2015 Q1	$3.54M	Sell	37,027 -619	-2%	-$59.9K	0.2%	53
2014 Q4	$3.56M	Sell	37,646 -789	-2%	-$75.7K	0.21%	55
2014 Q3	$3.58M	Buy	38,435 +925	+2%	+$84.4K	0.22%	51
2014 Q2	$3.35M	Buy	37,510 +725	+2%	+$62.6K	0.2%	60
2014 Q1	$3.07M	Sell	36,785 -755	-2%	-$61.3K	0.19%	61
2013 Q4	$3.11M	Sell	37,540 -2,038	-5%	-$169K	0.2%	63
2013 Q3	$3.15M	Buy	39,578 +1,632	+4%	+$134K	0.23%	62
2013 Q2	$3.1M	Buy	+37,946	New	+$3.1M	0.25%	61

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

Choate Investment Advisors's PEP Position: Q1 2026 in Review

Choate Investment Advisors reduced its PepsiCo (PEP) stake by 2.2% in Q1 2026, selling an estimated $364K and leaving 102,100 shares worth $15.9M. The position accounts for 0.31% of the portfolio, ranked #41.

Choate Investment Advisors first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.2M in Q1 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Choate Investment Advisors held 102,100 shares of PepsiCo worth $15.9M as of Q1 2026.
Choate Investment Advisors sold 2,339 PepsiCo shares in Q1 2026, an estimated $364K.
PepsiCo made up 0.31% of Choate Investment Advisors's portfolio in Q1 2026, its #41 holding.
Choate Investment Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
Choate Investment Advisors's PepsiCo position peaked at $25.2M in Q1 2024.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.