CFO
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CVA Family Office’s PepsiCo PEP Stock Holding History

CVA Family Office’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 		$717K Buy
4,616
+181
+4% +$28.2K 0.08% 147
2025
Q4 		$636K Sell
4,435
-280
-6% -$41.1K 0.07% 145
2025
Q3 		$662K Buy
4,715
+544
+13% +$77.7K 0.09% 144
2025
Q2 		$551K Sell
4,171
-439
-10% -$59.1K 0.08% 153
2025
Q1 		$691K Buy
4,610
+605
+15% +$90K 0.11% 125
2024
Q4 		$609K Sell
4,005
-89
-2% -$14.6K 0.1% 133
2024
Q3 		$696K Buy
4,094
+45
+1% +$7.73K 0.11% 123
2024
Q2 		$668K Buy
4,049
+191
+5% +$33K 0.12% 116
2024
Q1 		$675K Sell
3,858
-43
-1% -$7.24K 0.12% 117
2023
Q4 		$662K Sell
3,901
-515
-12% -$85.4K 0.13% 112
2023
Q3 		$748K Buy
4,416
+292
+7% +$53K 0.17% 96
2023
Q2 		$764K Buy
4,124
+30
+0.7% +$5.6K 0.16% 91
2023
Q1 		$746K Buy
4,094
+274
+7% +$47.9K 0.17% 93
2022
Q4 		$690K Buy
3,820
+82
+2% +$14.6K 0.17% 92
2022
Q3 		$610K Buy
3,738
+231
+7% +$39.8K 0.17% 96
2022
Q2 		$585K Buy
3,507
+486
+16% +$81.8K 0.16% 94
2022
Q1 		$506K Buy
3,021
+1
+0% +$168 0.12% 101
2021
Q4 		$525K Buy
3,020
+1,836
+155% +$300K 0.13% 99
2021
Q3 		$164K Sell
1,184
-1,794
-60% -$278K 0.12% 94
2021
Q2 		$441K Buy
2,978
+366
+14% +$53.3K 0.13% 103
2021
Q1 		$369K Buy
2,612
+1,427
+120% +$196K 0.14% 90
2020
Q4 		$176K Buy
1,185
+1
+0.1% +$142 0.11% 101
2020
Q3 		$164K Buy
1,184
+281
+31% +$38.2K 0.12% 94
2020
Q2 		$119K Buy
903
+710
+368% +$93.6K 0.1% 101
2020
Q1 		$23K Buy
+193
New +$26.1K 0.02% 188

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

CVA Family Office's PEP Position: Q1 2026 in Review

CVA Family Office increased its PepsiCo (PEP) stake by 4.1% in Q1 2026, buying an estimated $28.2K and bringing the position to 4,616 shares worth $717K. The position accounts for 0.08% of the portfolio, ranked #147.

CVA Family Office first reported a position in PEP in Q1 2020 and has held it in 25 quarters since. The position peaked at $764K in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • CVA Family Office held 4,616 shares of PepsiCo worth $717K as of Q1 2026.
  • CVA Family Office bought 181 PepsiCo shares in Q1 2026, an estimated $28.2K.
  • PepsiCo made up 0.08% of CVA Family Office's portfolio in Q1 2026, its #147 holding.
  • CVA Family Office first reported a position in PepsiCo in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's PepsiCo position peaked at $764K in Q2 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.