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Emerald Advisors’s PepsiCo PEP Stock Holding History

Emerald 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 		$1.74M Buy
11,185
+567
+5% +$88.4K 0.22% 29
2025
Q4 		$1.52M Buy
10,618
+788
+8% +$116K 0.21% 32
2025
Q3 		$1.38M Buy
9,830
+557
+6% +$79.5K 0.18% 32
2025
Q2 		$1.22M Buy
9,273
+1,508
+19% +$203K 0.16% 33
2025
Q1 		$1.16M Buy
7,765
+955
+14% +$142K 0.15% 31
2024
Q4 		$1.04M Buy
6,810
+326
+5% +$53.4K 0.14% 33
2024
Q3 		$1.14M Buy
6,484
+243
+4% +$41.7K 0.16% 30
2024
Q2 		$1.03M Buy
6,241
+307
+5% +$53K 0.16% 28
2024
Q1 		$1.04M Buy
5,934
+265
+5% +$44.6K 0.18% 29
2023
Q4 		$963K Buy
5,669
+192
+4% +$31.8K 0.18% 26
2023
Q3 		$928K Buy
5,477
+243
+5% +$44.1K 0.22% 23
2023
Q2 		$969K Buy
5,234
+244
+5% +$45.5K 0.23% 22
2023
Q1 		$910K Sell
4,990
-279
-5% -$48.8K 0.23% 22
2022
Q4 		$952K Sell
5,269
-115
-2% -$20.5K 0.26% 21
2022
Q3 		$879K Buy
5,384
+162
+3% +$27.9K 0.26% 22
2022
Q2 		$870K Buy
5,222
+240
+5% +$40.4K 0.24% 27
2022
Q1 		$834K Buy
4,982
+243
+5% +$40.8K 0.2% 28
2021
Q4 		$823K Buy
4,739
+2,464
+108% +$402K 0.2% 29
2021
Q3 		$342K Buy
2,275
+67
+3% +$10.4K 0.1% 72
2021
Q2 		$327K Buy
2,208
+128
+6% +$18.6K 0.1% 74
2021
Q1 		$294K Sell
2,080
-80
-4% -$11K 0.11% 64
2020
Q4 		$320K Sell
2,160
-818
-27% -$116K 0.11% 61
2020
Q3 		$413K Buy
2,978
+58
+2% +$7.89K 0.16% 47
2020
Q2 		$386K Sell
2,920
-31
-1% -$4.09K 0.17% 49
2020
Q1 		$396K Buy
2,951
+318
+12% +$43K 0.18% 44
2019
Q4 		$374K Buy
+2,633
New +$358K 0.36% 49

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

Emerald Advisors's PEP Position: Q1 2026 in Review

Emerald Advisors increased its PepsiCo (PEP) stake by 5.3% in Q1 2026, buying an estimated $88.4K and bringing the position to 11,185 shares worth $1.74M. The position accounts for 0.22% of the portfolio, ranked #29.

Emerald Advisors first reported a position in PEP in Q4 2019 and has held it in 26 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Emerald Advisors held 11,185 shares of PepsiCo worth $1.74M as of Q1 2026.
  • Emerald Advisors bought 567 PepsiCo shares in Q1 2026, an estimated $88.4K.
  • PepsiCo made up 0.22% of Emerald Advisors's portfolio in Q1 2026, its #29 holding.
  • Emerald Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 26 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.