Eldridge Investment Advisors’s PepsiCo PEP Stock Holding History

Eldridge 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	$206K	Sell	1,327 -200	-13%	-$31.2K	0.05%	150
2025 Q4	$219K	Hold	1,527	–	–	0.05%	154
2025 Q3	$214K	Hold	1,527	–	–	0.05%	154
2025 Q2	$202K	Hold	1,527	–	–	0.04%	153
2025 Q1	$229K	Hold	1,527	–	–	0.05%	147
2024 Q4	$232K	Sell	1,527 -100	-6%	-$16.4K	0.05%	143
2024 Q3	$277K	Hold	1,627	–	–	0.07%	134
2024 Q2	$268K	Buy	1,627 +169	+12%	+$29.2K	0.07%	132
2024 Q1	$255K	Buy	1,458 +200	+16%	+$33.7K	0.07%	135
2023 Q4	$214K	Sell	1,258 -50	-4%	-$8.29K	0.06%	137
2023 Q3	$222K	Sell	1,308 -70	-5%	-$12.7K	0.07%	131
2023 Q2	$255K	Hold	1,378	–	–	0.08%	121
2023 Q1	$251K	Hold	1,378	–	–	0.09%	122
2022 Q4	$249K	Buy	1,378 +50	+4%	+$8.92K	0.09%	118
2022 Q3	$217K	Hold	1,328	–	–	0.08%	119
2022 Q2	$221K	Hold	1,328	–	–	0.08%	120
2022 Q1	$222K	Hold	1,328	–	–	0.08%	116
2021 Q4	$231K	Buy	+1,328	New	+$217K	0.08%	115

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 $147M AUM 25.76% 1-Year Est. Return

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

Eldridge Investment Advisors reduced its PepsiCo (PEP) stake by 13% in Q1 2026, selling an estimated $31.2K and leaving 1,327 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #150.

Eldridge Investment Advisors first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $277K in Q3 2024. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Eldridge Investment Advisors held 1,327 shares of PepsiCo worth $206K as of Q1 2026.
Eldridge Investment Advisors sold 200 PepsiCo shares in Q1 2026, an estimated $31.2K.
PepsiCo made up 0.05% of Eldridge Investment Advisors's portfolio in Q1 2026, its #150 holding.
Eldridge Investment Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
Eldridge Investment Advisors's PepsiCo position peaked at $277K in Q3 2024.
3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.