FAM
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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
2025
Q2 		– Sell
-14,309
Closed -$1.67M – 330
2025
Q1 		$1.67M Sell
14,309
-723
-5% -$108K 0.32% 81
2024
Q4 		$1.85M Buy
+15,032
New +$2.46M 8.64% 6

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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. 3,532 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.
  • 3,532 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.