Fiduciary Family Office’s PepsiCo PEP Stock Holding History

Fiduciary Family Office’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 Q2	$702K	Sell	5,182 -2,194	-30%	-$328K	0.18%	93
2026 Q1	$1.15M	Sell	7,376 -1,765	-19%	-$275K	0.33%	64
2025 Q4	$1.31M	Sell	9,141 -2,298	-20%	-$338K	0.38%	49
2025 Q3	$1.61M	Buy	11,439 +1,936	+20%	+$276K	0.46%	43
2025 Q2	$1.25M	Buy	9,503 +1,748	+23%	+$235K	0.41%	50
2025 Q1	$1.16M	Buy	+7,755	New	+$1.15M	0.39%	50
2024 Q4	–	Sell	-6,843	Closed	-$1.16M	–	200
2024 Q3	$1.16M	Buy	6,843 +3,727	+120%	+$640K	0.38%	52
2024 Q2	$514K	Sell	3,116 -1,105	-26%	-$191K	0.2%	126
2024 Q1	$739K	Sell	4,221 -463	-10%	-$77.9K	0.29%	96
2023 Q4	$796K	Buy	+4,684	New	+$777K	0.35%	59

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fiduciary Family Office's PEP Position: Q2 2026 in Review

Fiduciary Family Office reduced its PepsiCo (PEP) stake by 30% in Q2 2026, selling an estimated $328K and leaving 5,182 shares worth $702K. The position accounts for 0.18% of the portfolio, ranked #93.

Fiduciary Family Office first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.61M in Q3 2025. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Fiduciary Family Office held 5,182 shares of PepsiCo worth $702K as of Q2 2026.
Fiduciary Family Office sold 2,194 PepsiCo shares in Q2 2026, an estimated $328K.
PepsiCo made up 0.18% of Fiduciary Family Office's portfolio in Q2 2026, its #93 holding.
Fiduciary Family Office first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's PepsiCo position peaked at $1.61M in Q3 2025.
3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.