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Evelyn Partners Investment Management’s PepsiCo PEP Stock Holding History

Evelyn Partners Investment 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 		$5.59M Sell
36,016
-6,926
-16% -$1.08M 0.15% 72
2025
Q4 		$6.16M Sell
42,942
-22,724
-35% -$3.34M 0.17% 74
2025
Q3 		$9.22M Sell
65,666
-6,930
-10% -$990K 0.26% 60
2025
Q2 		$9.59M Sell
72,596
-44,513
-38% -$6M 0.29% 58
2025
Q1 		$17.6M Sell
117,109
-13,048
-10% -$1.94M 0.58% 43
2024
Q4 		$19.8M Buy
+130,157
New +$21.3M 0.64% 38

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

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

Evelyn Partners Investment Management reduced its PepsiCo (PEP) stake by 16% in Q1 2026, selling an estimated $1.08M and leaving 36,016 shares worth $5.59M. The position accounts for 0.15% of the portfolio, ranked #72.

Evelyn Partners Investment Management first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.8M in Q4 2024. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Evelyn Partners Investment Management held 36,016 shares of PepsiCo worth $5.59M as of Q1 2026.
  • Evelyn Partners Investment Management sold 6,926 PepsiCo shares in Q1 2026, an estimated $1.08M.
  • PepsiCo made up 0.15% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #72 holding.
  • Evelyn Partners Investment Management first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's PepsiCo position peaked at $19.8M in Q4 2024.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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