Clifford Group’s PepsiCo PEP Stock Holding History

Clifford 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	$447K	Buy	2,877 +432	+18%	+$67.3K	0.34%	46
2025 Q4	$351K	Sell	2,445 -31	-1%	-$4.55K	0.27%	53
2025 Q3	$348K	Buy	2,476 +268	+12%	+$38.3K	0.27%	53
2025 Q2	$292K	Sell	2,208 -3	-0.1%	-$404	0.24%	61
2025 Q1	$331K	Buy	2,211 +243	+12%	+$36.2K	0.31%	51
2024 Q4	$299K	Sell	1,968 -856	-30%	-$140K	0.23%	61
2024 Q3	$480K	Sell	2,824 -920	-25%	-$158K	0.37%	44
2024 Q2	$618K	Sell	3,744 -17	-0.5%	-$2.93K	0.5%	33
2024 Q1	$658K	Buy	3,761 +383	+11%	+$64.5K	0.54%	36
2023 Q4	$574K	Sell	3,378 -34	-1%	-$5.64K	0.53%	38
2023 Q3	$578K	Buy	3,412 +132	+4%	+$24K	0.63%	32
2023 Q2	$608K	Buy	+3,280	New	+$612K	0.65%	35

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

Clifford Group's PEP Position: Q1 2026 in Review

Clifford Group increased its PepsiCo (PEP) stake by 18% in Q1 2026, buying an estimated $67.3K and bringing the position to 2,877 shares worth $447K. The position accounts for 0.34% of the portfolio, ranked #46.

Clifford Group first reported a position in PEP in Q2 2023 and has held it in 12 quarters since. The position peaked at $658K in Q1 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Clifford Group held 2,877 shares of PepsiCo worth $447K as of Q1 2026.
Clifford Group bought 432 PepsiCo shares in Q1 2026, an estimated $67.3K.
PepsiCo made up 0.34% of Clifford Group's portfolio in Q1 2026, its #46 holding.
Clifford Group first reported a position in PepsiCo in Q2 2023 and has held it in 12 quarters since.
Clifford Group's PepsiCo position peaked at $658K in Q1 2024.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.