First Western Trust Bank’s PepsiCo PEP Stock Holding History

First Western Trust Bank’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	$2.68M	Sell	17,268 -718	-4%	-$112K	0.14%	51
2025 Q4	$2.58M	Buy	17,986 +2,427	+16%	+$357K	0.13%	53
2025 Q3	$2.19M	Sell	15,559 -194	-1%	-$27.7K	0.1%	61
2025 Q2	$2.08M	Sell	15,753 -530	-3%	-$71.4K	0.09%	61
2025 Q1	$2.44M	Sell	16,283 -1,513	-9%	-$225K	0.12%	55
2024 Q4	$2.71M	Buy	17,796 +17	+0.1%	+$2.79K	0.13%	56
2024 Q3	$3.02M	Sell	17,779 -66	-0.4%	-$11.3K	0.14%	56
2024 Q2	$2.94M	Sell	17,845 -35	-0.2%	-$6.04K	0.14%	54
2024 Q1	$3.13M	Sell	17,880 -127	-0.7%	-$21.4K	0.14%	56
2023 Q4	$3.06M	Sell	18,007 -91	-0.5%	-$15.1K	0.15%	55
2023 Q3	$3.07M	Sell	18,098 -126	-0.7%	-$22.9K	0.16%	56
2023 Q2	$3.38M	Sell	18,224 -111	-0.6%	-$20.7K	0.17%	55
2023 Q1	$3.34M	Sell	18,335 -199	-1%	-$34.8K	0.17%	57
2022 Q4	$3.35M	Sell	18,534 -330	-2%	-$58.9K	0.19%	56
2022 Q3	$3.08M	Buy	18,864 +947	+5%	+$163K	0.21%	55
2022 Q2	$2.99M	Sell	17,917 -388	-2%	-$65.3K	0.2%	55
2022 Q1	$3.08M	Buy	+18,305	New	+$3.07M	0.16%	58

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

First Western Trust Bank's PEP Position: Q1 2026 in Review

First Western Trust Bank reduced its PepsiCo (PEP) stake by 4% in Q1 2026, selling an estimated $112K and leaving 17,268 shares worth $2.68M. The position accounts for 0.14% of the portfolio, ranked #51.

First Western Trust Bank first reported a position in PEP in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.38M in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

First Western Trust Bank held 17,268 shares of PepsiCo worth $2.68M as of Q1 2026.
First Western Trust Bank sold 718 PepsiCo shares in Q1 2026, an estimated $112K.
PepsiCo made up 0.14% of First Western Trust Bank's portfolio in Q1 2026, its #51 holding.
First Western Trust Bank first reported a position in PepsiCo in Q1 2022 and has held it in 17 quarters since.
First Western Trust Bank's PepsiCo position peaked at $3.38M in Q2 2023.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.