First Foundation Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.78M | Buy |
11,469
+601
| +6% | +$93.7K | 0.07% | 147 |
|
|
2025
Q4 | $1.56M | Sell |
10,868
-311
| -3% | -$45.7K | 0.06% | 146 |
|
|
2025
Q3 | $1.57M | Buy |
11,179
+1,901
| +20% | +$271K | 0.06% | 149 |
|
|
2025
Q2 | $1.23M | Buy |
9,278
+354
| +4% | +$47.7K | 0.05% | 171 |
|
|
2025
Q1 | $1.34M | Sell |
8,924
-1,908
| -18% | -$284K | 0.05% | 150 |
|
|
2024
Q4 | $1.65M | Sell |
10,832
-301
| -3% | -$49.3K | 0.06% | 138 |
|
|
2024
Q3 | $1.89M | Sell |
11,133
-166
| -1% | -$28.5K | 0.07% | 130 |
|
|
2024
Q2 | $1.86M | Sell |
11,299
-516
| -4% | -$89.1K | 0.07% | 124 |
|
|
2024
Q1 | $2.07M | Sell |
11,815
-544
| -4% | -$91.6K | 0.08% | 115 |
|
|
2023
Q4 | $2.1M | Buy |
12,359
+1,282
| +12% | +$213K | 0.1% | 114 |
|
|
2023
Q3 | $1.88M | Sell |
11,077
-1,563
| -12% | -$284K | 0.09% | 127 |
|
|
2023
Q2 | $2.34M | Sell |
12,640
-1,215
| -9% | -$227K | 0.1% | 121 |
|
|
2023
Q1 | $2.53M | Sell |
13,855
-581
| -4% | -$102K | 0.12% | 115 |
|
|
2022
Q4 | $2.61M | Sell |
14,436
-1,041
| -7% | -$186K | 0.12% | 108 |
|
|
2022
Q3 | $2.53M | Sell |
15,477
-1,528
| -9% | -$263K | 0.12% | 106 |
|
|
2022
Q2 | $2.83M | Buy |
17,005
+233
| +1% | +$39.2K | 0.13% | 104 |
|
|
2022
Q1 | $2.81M | Buy |
16,772
+127
| +0.8% | +$21.3K | 0.1% | 113 |
|
|
2021
Q4 | $2.89M | Buy |
16,645
+245
| +1% | +$40K | 0.1% | 111 |
|
|
2021
Q3 | $2.47M | Buy |
16,400
+2,405
| +17% | +$372K | 0.09% | 115 |
|
|
2021
Q2 | $2.07M | Buy |
13,995
+763
| +6% | +$111K | 0.08% | 139 |
|
|
2021
Q1 | $1.87M | Sell |
13,232
-669
| -5% | -$91.8K | 0.08% | 139 |
|
|
2020
Q4 | $2.06M | Buy |
13,901
+846
| +6% | +$120K | 0.09% | 132 |
|
|
2020
Q3 | $1.81M | Buy |
13,055
+1,522
| +13% | +$207K | 0.08% | 128 |
|
|
2020
Q2 | $1.52M | Buy |
11,533
+365
| +3% | +$48.1K | 0.08% | 134 |
|
|
2020
Q1 | $1.34M | Sell |
11,168
-356
| -3% | -$48.1K | 0.08% | 136 |
|
|
2019
Q4 | $1.57M | Sell |
11,524
-312
| -3% | -$42.5K | 0.08% | 146 |
|
|
2019
Q3 | $1.62M | Buy |
11,836
+1,169
| +11% | +$155K | 0.09% | 132 |
|
|
2019
Q2 | $1.4M | Buy |
10,667
+166
| +2% | +$21.3K | 0.08% | 145 |
|
|
2019
Q1 | $1.29M | Sell |
10,501
-382
| -4% | -$43.5K | 0.08% | 150 |
|
|
2018
Q4 | $1.2M | Buy |
10,883
+138
| +1% | +$15.6K | 0.08% | 161 |
|
|
2018
Q3 | $1.2M | Sell |
10,745
-918
| -8% | -$104K | 0.07% | 151 |
|
|
2018
Q2 | $1.27M | Sell |
11,663
-28
| -0.2% | -$2.89K | 0.07% | 142 |
|
|
2018
Q1 | $1.28M | Sell |
11,691
-283
| -2% | -$32.2K | 0.07% | 141 |
|
|
2017
Q4 | $1.44M | Sell |
11,974
-300
| -2% | -$34.3K | 0.08% | 140 |
|
|
2017
Q3 | $1.37M | Buy |
12,274
+2,719
| +28% | +$314K | 0.08% | 128 |
|
|
2017
Q2 | $1.1M | Buy |
9,555
+191
| +2% | +$21.9K | 0.06% | 147 |
|
|
2017
Q1 | $1.05M | Sell |
9,364
-10,263
| -52% | -$1.1M | 0.06% | 137 |
|
|
2016
Q4 | $2.05M | Buy |
19,627
+287
| +1% | +$30.1K | 0.13% | 103 |
|
|
2016
Q3 | $2.1M | Sell |
19,340
-1,703
| -8% | -$184K | 0.15% | 95 |
|
|
2016
Q2 | $2.23M | Sell |
21,043
-175
| -0.8% | -$18.1K | 0.16% | 90 |
|
|
2016
Q1 | $2.17M | Buy |
21,218
+57
| +0.3% | +$5.63K | 0.16% | 85 |
|
|
2015
Q4 | $2.11M | Buy |
21,161
+3,329
| +19% | +$332K | 0.14% | 92 |
|
|
2015
Q3 | $1.68M | Buy |
17,832
+1,698
| +11% | +$162K | 0.14% | 93 |
|
|
2015
Q2 | $1.51M | Buy |
16,134
+2,297
| +17% | +$220K | 0.12% | 94 |
|
|
2015
Q1 | $1.32M | Buy |
13,837
+7,308
| +112% | +$707K | 0.11% | 93 |
|
|
2014
Q4 | $617K | Sell |
6,529
-589
| -8% | -$56.5K | 0.05% | 130 |
|
|
2014
Q3 | $663K | Buy |
7,118
+595
| +9% | +$54.3K | 0.07% | 124 |
|
|
2014
Q2 | $583K | Sell |
6,523
-187
| -3% | -$16.1K | 0.06% | 115 |
|
|
2014
Q1 | $560K | Sell |
6,710
-199,095
| -97% | -$16.2M | 0.07% | 96 |
|
|
2013
Q4 | $17.1M | Buy |
205,805
+4,496
| +2% | +$373K | 2.3% | 19 |
|
|
2013
Q3 | $16M | Buy |
201,309
+11,839
| +6% | +$973K | 2.49% | 15 |
|
|
2013
Q2 | $15.5M | Buy |
+189,470
| New | +$15.5M | 3.04% | 11 |
|
Other funds holding PEP
VCM
VPM
DAM
First Foundation Advisors's PEP Position: Q1 2026 in Review
First Foundation Advisors increased its PepsiCo (PEP) stake by 5.5% in Q1 2026, buying an estimated $93.7K and bringing the position to 11,469 shares worth $1.78M. The position accounts for 0.07% of the portfolio, ranked #147.
First Foundation Advisors first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.1M in Q4 2013. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- First Foundation Advisors held 11,469 shares of PepsiCo worth $1.78M as of Q1 2026.
- First Foundation Advisors bought 601 PepsiCo shares in Q1 2026, an estimated $93.7K.
- PepsiCo made up 0.07% of First Foundation Advisors's portfolio in Q1 2026, its #147 holding.
- First Foundation Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
- First Foundation Advisors's PepsiCo position peaked at $17.1M in Q4 2013.
- 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.