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Evelyn Partners Investment Management (Europe)’s PepsiCo PEP Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$544K Hold
3,501
– – 0.19% 61
2025
Q4 		$502K Sell
3,501
-403
-10% -$59.2K 0.16% 65
2025
Q3 		$548K Sell
3,904
-111
-3% -$15.9K 0.19% 56
2025
Q2 		$530K Hold
4,015
– – 0.19% 63
2025
Q1 		$602K Sell
4,015
-272
-6% -$40.5K 0.23% 56
2024
Q4 		$652K Buy
+4,287
New +$702K 0.24% 55

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $147M AUM 25.76% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s PEP Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its PepsiCo (PEP) position steady in Q1 2026 at 3,501 shares worth $544K. The position accounts for 0.19% of the portfolio, ranked #61.

Evelyn Partners Investment Management (Europe) first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $652K in Q4 2024. 3,545 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 3,501 shares of PepsiCo worth $544K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its PepsiCo share count unchanged in Q1 2026.
  • PepsiCo made up 0.19% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #61 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s PepsiCo position peaked at $652K in Q4 2024.
  • 3,545 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.