Clean Yield Group’s PepsiCo PEP Stock Holding History

Clean Yield Group’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	$1.67M	Sell	10,784 -150	-1%	-$23.4K	0.47%	59
2025 Q4	$1.57M	Hold	10,934	–	–	0.44%	62
2025 Q3	$1.54M	Sell	10,934 -100	-0.9%	-$14.3K	0.43%	60
2025 Q2	$1.46M	Sell	11,034 -5	-0%	-$674	0.44%	57
2025 Q1	$1.66M	Sell	11,039 -90	-0.8%	-$13.4K	0.54%	53
2024 Q4	$1.69M	Sell	11,129 -296	-3%	-$48.5K	0.54%	55
2024 Q3	$1.94M	Sell	11,425 -109	-0.9%	-$18.7K	0.62%	51
2024 Q2	$1.9M	Buy	11,534 +9	+0.1%	+$1.55K	0.71%	43
2024 Q1	$2.02M	Sell	11,525 -260	-2%	-$43.8K	0.78%	39
2023 Q4	$2M	Hold	11,785	–	–	0.84%	41
2023 Q3	$1.92M	Buy	11,785 +828	+8%	+$150K	0.85%	37
2023 Q2	$2.03M	Sell	10,957 -60	-0.5%	-$11.2K	0.84%	35
2023 Q1	$2.01M	Sell	11,017 -69	-0.6%	-$12.1K	0.86%	35
2022 Q4	$2M	Buy	11,086 +99	+0.9%	+$17.7K	0.86%	35
2022 Q3	$1.79M	Hold	10,987	–	–	0.83%	39
2022 Q2	$1.83M	Buy	10,987 +200	+2%	+$33.7K	0.76%	40
2022 Q1	$1.8M	Buy	10,787 +2,350	+28%	+$395K	0.64%	48
2021 Q4	$1.47M	Sell	8,437 -70	-0.8%	-$11.4K	0.47%	54
2021 Q3	$1.28M	Buy	8,507 +608	+8%	+$94.1K	0.42%	57
2021 Q2	$1.17M	Sell	7,899 -250	-3%	-$36.4K	0.4%	53
2021 Q1	$1.15M	Sell	8,149 -1,398	-15%	-$192K	0.43%	52
2020 Q4	$1.42M	Sell	9,547 -276	-3%	-$39.2K	0.51%	46
2020 Q3	$1.36M	Buy	9,823 +22	+0.2%	+$2.99K	0.55%	43
2020 Q2	$1.3M	Sell	9,801 -173	-2%	-$22.8K	0.56%	41
2020 Q1	$1.2M	Sell	9,974 -16,525	-62%	-$2.23M	0.57%	44
2019 Q4	$3.62M	Buy	26,499 +779	+3%	+$106K	1.14%	28
2019 Q3	$3.53M	Buy	25,720 +3,300	+15%	+$438K	1.16%	24
2019 Q2	$2.94M	Buy	22,420 +105	+0.5%	+$13.5K	1.06%	34
2019 Q1	$2.73M	Sell	22,315 -180	-0.8%	-$20.5K	1.11%	38
2018 Q4	$2.48M	Buy	22,495 +2,825	+14%	+$319K	1.08%	38
2018 Q3	$2.2M	Hold	19,670	–	–	0.88%	45
2018 Q2	$2.14M	Sell	19,670 -1,100	-5%	-$114K	0.89%	44
2018 Q1	$2.27M	Buy	20,770 +1,878	+10%	+$214K	0.96%	41
2017 Q4	$2.27M	Hold	18,892	–	–	0.9%	42
2017 Q3	$2.1M	Hold	18,892	–	–	0.86%	42
2017 Q2	$2.17M	Sell	18,892 -52	-0.3%	-$5.96K	0.91%	42
2017 Q1	$2.12M	Buy	18,944 +1,440	+8%	+$154K	0.89%	40
2016 Q4	$1.83M	Buy	17,504 +112	+0.6%	+$11.7K	0.83%	47
2016 Q3	$1.89M	Buy	17,392 +134	+0.8%	+$14.4K	0.82%	44
2016 Q2	$1.83M	Hold	17,258	–	–	0.78%	43
2016 Q1	$1.79M	Sell	17,258 -400	-2%	-$39.5K	0.8%	46
2015 Q4	$1.7M	Hold	17,658	–	–	0.84%	48
2015 Q3	$1.81M	Sell	17,658 -1,034	-6%	-$98.4K	0.86%	47
2015 Q2	$1.75M	Sell	18,692 -1,550	-8%	-$148K	0.8%	48
2015 Q1	$1.94M	Buy	20,242 +202	+1%	+$19.5K	0.83%	46
2014 Q4	$1.9M	Hold	20,040	–	–	0.85%	42
2014 Q3	$1.87M	Sell	20,040 -350	-2%	-$32K	0.9%	42
2014 Q2	$1.82M	Buy	20,390 +720	+4%	+$62.2K	0.9%	42
2014 Q1	$1.64M	Buy	19,670 +11,327	+136%	+$920K	0.85%	48
2013 Q4	$692K	Sell	8,343 -12,017	-59%	-$998K	0.37%	72
2013 Q3	$1.62M	Hold	20,360	–	–	0.88%	44
2013 Q2	$1.67M	Buy	+20,360	New	+$1.66M	0.95%	40

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

Clean Yield Group's PEP Position: Q1 2026 in Review

Clean Yield Group reduced its PepsiCo (PEP) stake by 1.4% in Q1 2026, selling an estimated $23.4K and leaving 10,784 shares worth $1.67M. The position accounts for 0.47% of the portfolio, ranked #59.

Clean Yield Group first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.62M in Q4 2019. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Clean Yield Group held 10,784 shares of PepsiCo worth $1.67M as of Q1 2026.
Clean Yield Group sold 150 PepsiCo shares in Q1 2026, an estimated $23.4K.
PepsiCo made up 0.47% of Clean Yield Group's portfolio in Q1 2026, its #59 holding.
Clean Yield Group first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
Clean Yield Group's PepsiCo position peaked at $3.62M in Q4 2019.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.