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 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 $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

Fiduciary Family Office's PEP Position: Q1 2026 in Review

Fiduciary Family Office reduced its PepsiCo (PEP) stake by 19% in Q1 2026, selling an estimated $275K and leaving 7,376 shares worth $1.15M. The position accounts for 0.33% of the portfolio, ranked #64.

Fiduciary Family Office first reported a position in PEP in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.61M in Q3 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Fiduciary Family Office held 7,376 shares of PepsiCo worth $1.15M as of Q1 2026.
Fiduciary Family Office sold 1,765 PepsiCo shares in Q1 2026, an estimated $275K.
PepsiCo made up 0.33% of Fiduciary Family Office's portfolio in Q1 2026, its #64 holding.
Fiduciary Family Office first reported a position in PepsiCo in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's PepsiCo position peaked at $1.61M in Q3 2025.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.