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Empire Financial Management Company’s PepsiCo PEP Stock Holding History

Empire Financial Management Company’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 		$1.76M Hold
11,341
– – 0.4% 74
2025
Q4 		$1.63M Hold
11,341
– – 0.35% 84
2025
Q3 		$1.59M Buy
11,341
+305
+3% +$43.6K 0.36% 83
2025
Q2 		$1.46M Sell
11,036
-148
-1% -$19.9K 0.42% 72
2025
Q1 		$1.68M Sell
11,184
-70
-0.6% -$10.4K 0.52% 64
2024
Q4 		$1.71M Sell
11,254
-41
-0.4% -$6.72K 0.53% 61
2024
Q3 		$1.92M Sell
11,295
-5,855
-34% -$1.01M 0.59% 56
2024
Q2 		$2.83M Sell
17,150
-21
-0.1% -$3.62K 0.94% 30
2024
Q1 		$3.01M Buy
17,171
+1,712
+11% +$288K 0.99% 26
2023
Q4 		$2.63M Sell
15,459
-1,505
-9% -$250K 1.03% 29
2023
Q3 		$2.87M Sell
16,964
-404
-2% -$73.4K 1.25% 17
2023
Q2 		$3.22M Sell
17,368
-6,635
-28% -$1.24M 1.28% 17
2023
Q1 		$4.38M Buy
+24,003
New +$4.2M 1.78% 7

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

Empire Financial Management Company's PEP Position: Q1 2026 in Review

Empire Financial Management Company held its PepsiCo (PEP) position steady in Q1 2026 at 11,341 shares worth $1.76M. The position accounts for 0.4% of the portfolio, ranked #74.

Empire Financial Management Company first reported a position in PEP in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.38M in Q1 2023. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Empire Financial Management Company held 11,341 shares of PepsiCo worth $1.76M as of Q1 2026.
  • Empire Financial Management Company left its PepsiCo share count unchanged in Q1 2026.
  • PepsiCo made up 0.4% of Empire Financial Management Company's portfolio in Q1 2026, its #74 holding.
  • Empire Financial Management Company first reported a position in PepsiCo in Q1 2023 and has held it in 13 quarters since.
  • Empire Financial Management Company's PepsiCo position peaked at $4.38M in Q1 2023.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.