EAM
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Empirical Asset Management’s PepsiCo PEP Stock Holding History

Empirical Asset Management’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 		$960K Buy
6,179
+16
+0.3% +$2.49K 0.25% 107
2025
Q4 		$885K Buy
6,163
+56
+0.9% +$8.23K 0.25% 113
2025
Q3 		$858K Sell
6,107
-40
-0.7% -$5.71K 0.24% 124
2025
Q2 		$812K Sell
6,147
-75
-1% -$10.1K 0.25% 114
2025
Q1 		$933K Sell
6,222
-28,717
-82% -$4.27M 0.32% 84
2024
Q4 		$936K Buy
34,939
+124
+0.4% +$20.3K 0.31% 89
2024
Q3 		$1.46M Buy
34,815
+2,382
+7% +$409K 0.52% 45
2024
Q2 		$1.02M Buy
32,433
+26,667
+462% +$4.6M 0.38% 63
2024
Q1 		$657K Buy
5,766
+2,242
+64% +$377K 0.32% 85
2023
Q4 		$598K Buy
3,524
+8
+0.2% +$1.33K 0.49% 75
2023
Q3 		$596K Sell
3,516
-2,854
-45% -$518K 0.52% 65
2023
Q2 		$1.18M Buy
6,370
+2,775
+77% +$518K 1.04% 24
2023
Q1 		$655K Sell
3,595
-437
-11% -$76.4K 0.63% 53
2022
Q4 		$648K Buy
4,032
+436
+12% +$77.8K 0.68% 46
2022
Q3 		$587K Buy
3,596
+1
+0% +$172 0.64% 54
2022
Q2 		$599K Sell
3,595
-1,640
-31% -$276K 0.63% 48
2022
Q1 		$876K Buy
5,235
+3,695
+240% +$620K 0.83% 39
2021
Q4 		$268K Buy
+1,540
New +$252K 0.26% 122

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

Empirical Asset Management's PEP Position: Q1 2026 in Review

Empirical Asset Management increased its PepsiCo (PEP) stake by 0.26% in Q1 2026, buying an estimated $2.49K and bringing the position to 6,179 shares worth $960K. The position accounts for 0.25% of the portfolio, ranked #107.

Empirical Asset Management first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.46M in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Empirical Asset Management held 6,179 shares of PepsiCo worth $960K as of Q1 2026.
  • Empirical Asset Management bought 16 PepsiCo shares in Q1 2026, an estimated $2.49K.
  • PepsiCo made up 0.25% of Empirical Asset Management's portfolio in Q1 2026, its #107 holding.
  • Empirical Asset Management first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Empirical Asset Management's PepsiCo position peaked at $1.46M in Q3 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.