Fairview Capital Investment Management’s PepsiCo PEP Stock Holding History

Fairview Capital 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	$517K	Buy	3,330 +86	+3%	+$13.4K	0.03%	129
2025 Q4	$466K	Sell	3,244 -113	-3%	-$16.6K	0.02%	122
2025 Q3	$471K	Buy	+3,357	New	+$479K	0.02%	124
2025 Q2	–	Sell	-3,526	Closed	-$529K	–	169
2025 Q1	$529K	Hold	3,526	–	–	0.03%	112
2024 Q4	$536K	Buy	3,526 +78	+2%	+$12.8K	0.03%	113
2024 Q3	$586K	Buy	3,448 +53	+2%	+$9.11K	0.03%	107
2024 Q2	$560K	Sell	3,395 -120	-3%	-$20.7K	0.03%	100
2024 Q1	$615K	Buy	3,515 +128	+4%	+$21.5K	0.03%	108
2023 Q4	$575K	Buy	3,387 +135	+4%	+$22.4K	0.03%	103
2023 Q3	$551K	Buy	3,252 +3	+0.1%	+$545	0.04%	103
2023 Q2	$602K	Hold	3,249	–	–	0.04%	99
2023 Q1	$592K	Sell	3,249 -374	-10%	-$65.4K	0.04%	100
2022 Q4	$655K	Hold	3,623	–	–	0.04%	96
2022 Q3	$591K	Sell	3,623 -54	-1%	-$9.31K	0.04%	88
2022 Q2	$612K	Hold	3,677	–	–	0.04%	93
2022 Q1	$615K	Sell	3,677 -50	-1%	-$8.39K	0.04%	89
2021 Q4	$647K	Buy	3,727 +113	+3%	+$18.5K	0.04%	90
2021 Q3	$543K	Buy	3,614 +37	+1%	+$5.73K	0.04%	91
2021 Q2	$530K	Sell	3,577 -507	-12%	-$73.9K	0.04%	90
2021 Q1	$577K	Buy	4,084 +39	+1%	+$5.35K	0.02%	121
2020 Q4	$599K	Hold	4,045	–	–	0.02%	105
2020 Q3	$560K	Sell	4,045 -500	-11%	-$68K	0.03%	100
2020 Q2	$601K	Buy	4,545 +54	+1%	+$7.12K	0.03%	96
2020 Q1	$539K	Sell	4,491 -400	-8%	-$54.1K	0.03%	97
2019 Q4	$668K	Sell	4,891 -1	-0%	-$136	0.03%	97
2019 Q3	$670K	Buy	4,892 +1	+0%	+$133	0.03%	101
2019 Q2	$641K	Sell	4,891 -20	-0.4%	-$2.56K	0.03%	99
2019 Q1	$601K	Sell	4,911 -193	-4%	-$22K	0.03%	101
2018 Q4	$563K	Buy	5,104 +313	+7%	+$35.3K	0.03%	95
2018 Q3	$536K	Sell	4,791 -106	-2%	-$12K	0.03%	88
2018 Q2	$533K	Buy	4,897 +121	+3%	+$12.5K	0.03%	83
2018 Q1	$521K	Buy	4,776 +386	+9%	+$43.9K	0.03%	84
2017 Q4	$526K	Hold	4,390	–	–	0.03%	82
2017 Q3	$489K	Buy	4,390 +200	+5%	+$23.1K	0.03%	81
2017 Q2	$484K	Sell	4,190 -200	-5%	-$22.9K	0.03%	80
2017 Q1	$491K	Sell	4,390 -7,889	-64%	-$846K	0.04%	68
2016 Q4	$1.28M	Sell	12,279 -1,440	-10%	-$151K	0.1%	60
2016 Q3	$1.49M	Sell	13,719 -405	-3%	-$43.6K	0.11%	52
2016 Q2	$1.5M	Hold	14,124	–	–	0.12%	49
2016 Q1	$1.45M	Sell	14,124 -885	-6%	-$87.4K	0.12%	51
2015 Q4	$1.5M	Buy	15,009 +275	+2%	+$27.4K	0.13%	47
2015 Q3	$1.39M	Hold	14,734	–	–	0.12%	45
2015 Q2	$1.38M	Sell	14,734 -359	-2%	-$34.3K	0.11%	47
2015 Q1	$1.44M	Sell	15,093 -497	-3%	-$48.1K	0.12%	48
2014 Q4	$1.47M	Hold	15,590	–	–	0.12%	48
2014 Q3	$1.45M	Hold	15,590	–	–	0.12%	45
2014 Q2	$1.39M	Sell	15,590 -165	-1%	-$14.2K	0.11%	48
2014 Q1	$1.32M	Sell	15,755 -143	-0.9%	-$11.6K	0.11%	48
2013 Q4	$1.32M	Sell	15,898 -225	-1%	-$18.7K	0.12%	48
2013 Q3	$1.28M	Hold	16,123	–	–	0.12%	45
2013 Q2	$1.32M	Buy	+16,123	New	+$1.32M	0.14%	46

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

Fairview Capital Investment Management's PEP Position: Q1 2026 in Review

Fairview Capital Investment Management increased its PepsiCo (PEP) stake by 2.7% in Q1 2026, buying an estimated $13.4K and bringing the position to 3,330 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #129.

Fairview Capital Investment Management first reported a position in PEP in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.5M in Q4 2015. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Fairview Capital Investment Management held 3,330 shares of PepsiCo worth $517K as of Q1 2026.
Fairview Capital Investment Management bought 86 PepsiCo shares in Q1 2026, an estimated $13.4K.
PepsiCo made up 0.03% of Fairview Capital Investment Management's portfolio in Q1 2026, its #129 holding.
Fairview Capital Investment Management first reported a position in PepsiCo in Q2 2013 and has held it in 51 quarters since.
Fairview Capital Investment Management's PepsiCo position peaked at $1.5M in Q4 2015.
3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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