Evelyn Partners Investment Management Services’s PepsiCo PEP Stock Holding History

Evelyn Partners Investment Management Services’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	$1.7M	Sell	10,959 -40,357	-79%	-$6.29M	0.2%	75
2025 Q4	$7.36M	Sell	51,316 -2,939	-5%	-$432K	0.92%	31
2025 Q3	$7.62M	Sell	54,255 -1,873	-3%	-$267K	1.02%	28
2025 Q2	$7.41M	Sell	56,128 -3,675	-6%	-$495K	1.11%	28
2025 Q1	$8.97M	Buy	59,803 +2,684	+5%	+$399K	1.47%	24
2024 Q4	$8.69M	Buy	+57,119	New	+$9.36M	1.51%	22

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 $147M AUM 25.76% 1-Year Est. Return

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

Evelyn Partners Investment Management Services reduced its PepsiCo (PEP) stake by 79% in Q1 2026, selling an estimated $6.29M and leaving 10,959 shares worth $1.7M. The position accounts for 0.2% of the portfolio, ranked #75.

Evelyn Partners Investment Management Services first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.97M in Q1 2025. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Evelyn Partners Investment Management Services held 10,959 shares of PepsiCo worth $1.7M as of Q1 2026.
Evelyn Partners Investment Management Services sold 40,357 PepsiCo shares in Q1 2026, an estimated $6.29M.
PepsiCo made up 0.2% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #75 holding.
Evelyn Partners Investment Management Services first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's PepsiCo position peaked at $8.97M in Q1 2025.
3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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