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 Q2	$2.34M	Buy	17,292 +24	+0.1%	+$3.59K	0.11%	58
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 $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

First Western Trust Bank's PEP Position: Q2 2026 in Review

First Western Trust Bank increased its PepsiCo (PEP) stake by 0.14% in Q2 2026, buying an estimated $3.59K and bringing the position to 17,292 shares worth $2.34M. The position accounts for 0.11% of the portfolio, ranked #58.

First Western Trust Bank first reported a position in PEP in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.38M in Q2 2023. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

First Western Trust Bank held 17,292 shares of PepsiCo worth $2.34M as of Q2 2026.
First Western Trust Bank bought 24 PepsiCo shares in Q2 2026, an estimated $3.59K.
PepsiCo made up 0.11% of First Western Trust Bank's portfolio in Q2 2026, its #58 holding.
First Western Trust Bank first reported a position in PepsiCo in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's PepsiCo position peaked at $3.38M in Q2 2023.
3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.