Fulcrum Asset Management’s PepsiCo PEP Stock Holding History

Fulcrum Asset Management’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	$2.48M	Buy	15,817 +1,351	+9%	+$211K	0.37%	72
2025 Q4	$2.09M	Sell	14,466 -430	-3%	-$63.2K	0.58%	41
2025 Q3	$2.09M	Sell	14,896 -414	-3%	-$59.1K	0.58%	46
2025 Q2	$2.02M	Buy	+15,310	New	+$2.06M	0.58%	47

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

Fulcrum Asset Management's PEP Position: Q1 2026 in Review

Fulcrum Asset Management increased its PepsiCo (PEP) stake by 9.3% in Q1 2026, buying an estimated $211K and bringing the position to 15,817 shares worth $2.48M. The position accounts for 0.37% of the portfolio, ranked #72.

Fulcrum Asset Management first reported a position in PEP in Q2 2025 and has held it in 4 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Fulcrum Asset Management held 15,817 shares of PepsiCo worth $2.48M as of Q1 2026.
Fulcrum Asset Management bought 1,351 PepsiCo shares in Q1 2026, an estimated $211K.
PepsiCo made up 0.37% of Fulcrum Asset Management's portfolio in Q1 2026, its #72 holding.
Fulcrum Asset Management first reported a position in PepsiCo in Q2 2025 and has held it in 4 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.