Evelyn Partners Asset Management’s PepsiCo PEP Stock Holding History

Evelyn Partners 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	$206K	Sell	1,326 -11,986	-90%	-$1.87M	0.05%	106
2025 Q4	$1.91M	Sell	13,312 -1,372	-9%	-$202K	0.45%	54
2025 Q3	$2.06M	Buy	14,684 +826	+6%	+$118K	0.47%	51
2025 Q2	$1.83M	Sell	13,858 -5,545	-29%	-$747K	0.46%	50
2025 Q1	$2.91M	Sell	19,403 -4,142	-18%	-$616K	0.81%	35
2024 Q4	$3.59M	Buy	+23,545	New	+$3.86M	0.97%	31

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 $137B AUM 18.02% 1-Year Est. Return

Evelyn Partners Asset Management's PEP Position: Q1 2026 in Review

Evelyn Partners Asset Management reduced its PepsiCo (PEP) stake by 90% in Q1 2026, selling an estimated $1.87M and leaving 1,326 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #106.

Evelyn Partners Asset Management first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.59M in Q4 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Evelyn Partners Asset Management held 1,326 shares of PepsiCo worth $206K as of Q1 2026.
Evelyn Partners Asset Management sold 11,986 PepsiCo shares in Q1 2026, an estimated $1.87M.
PepsiCo made up 0.05% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #106 holding.
Evelyn Partners Asset Management first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's PepsiCo position peaked at $3.59M in Q4 2024.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.