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Clear Creek Financial Management’s PepsiCo PEP Stock Holding History

Clear Creek Financial Management’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 		$1.63M Buy
10,495
+837
+9% +$130K 0.12% 177
2025
Q4 		$1.39M Buy
9,658
+1,404
+17% +$206K 0.11% 181
2025
Q3 		$1.16M Buy
8,254
+383
+5% +$54.7K 0.1% 211
2025
Q2 		$1.04M Buy
7,871
+643
+9% +$86.6K 0.1% 213
2025
Q1 		$1.08M Buy
7,228
+1,924
+36% +$286K 0.11% 180
2024
Q4 		$806K Buy
5,304
+1,604
+43% +$263K 0.09% 223
2024
Q3 		$629K Buy
3,700
+161
+5% +$27.7K 0.07% 227
2024
Q2 		$584K Buy
3,539
+268
+8% +$46.3K 0.07% 231
2024
Q1 		$573K Buy
3,271
+103
+3% +$17.3K 0.07% 222
2023
Q4 		$538K Buy
3,168
+320
+11% +$53.1K 0.09% 187
2023
Q3 		$483K Buy
2,848
+311
+12% +$56.5K 0.08% 171
2023
Q2 		$470K Sell
2,537
-76
-3% -$14.2K 0.08% 185
2023
Q1 		$476K Buy
2,613
+296
+13% +$51.7K 0.09% 160
2022
Q4 		$419K Sell
2,317
-374
-14% -$66.7K 0.09% 166
2022
Q3 		$439K Sell
2,691
-103
-4% -$17.8K 0.1% 154
2022
Q2 		$466K Buy
2,794
+47
+2% +$7.91K 0.1% 160
2022
Q1 		$460K Sell
2,747
-25
-0.9% -$4.2K 0.07% 199
2021
Q4 		$482K Sell
2,772
-61
-2% -$9.96K 0.07% 187
2021
Q3 		$426K Buy
2,833
+165
+6% +$25.5K 0.07% 198
2021
Q2 		$395K Buy
+2,668
New +$389K 0.06% 201
2021
Q1 		– Sell
-2,704
Closed -$401K – 200
2020
Q4 		$401K Buy
+2,704
New +$384K 0.08% 204
2020
Q3 		– Sell
-1,907
Closed -$252K – 208
2020
Q2 		$252K Sell
1,907
-53
-3% -$6.99K 0.07% 201
2020
Q1 		$267K Sell
1,960
-17
-0.9% -$2.3K 0.1% 128
2019
Q4 		$271K Buy
1,977
+19
+1% +$2.59K 0.11% 102
2019
Q3 		$264K Buy
1,958
+275
+16% +$36.5K 0.13% 98
2019
Q2 		$220K Buy
+1,683
New +$216K 0.09% 114

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

Clear Creek Financial Management's PEP Position: Q1 2026 in Review

Clear Creek Financial Management increased its PepsiCo (PEP) stake by 8.7% in Q1 2026, buying an estimated $130K and bringing the position to 10,495 shares worth $1.63M. The position accounts for 0.12% of the portfolio, ranked #177.

Clear Creek Financial Management first reported a position in PEP in Q2 2019 and has held it in 26 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Clear Creek Financial Management held 10,495 shares of PepsiCo worth $1.63M as of Q1 2026.
  • Clear Creek Financial Management bought 837 PepsiCo shares in Q1 2026, an estimated $130K.
  • PepsiCo made up 0.12% of Clear Creek Financial Management's portfolio in Q1 2026, its #177 holding.
  • Clear Creek Financial Management first reported a position in PepsiCo in Q2 2019 and has held it in 26 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.