FIM
PEP icon

FWL Investment Management’s PepsiCo PEP Stock Holding History

FWL Investment 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 		$74.2K Hold
478
– – 0.02% 145
2025
Q4 		$68.6K Hold
478
– – 0.02% 138
2025
Q3 		$67.1K Hold
478
– – 0.02% 131
2025
Q2 		$63.1K Hold
478
– – 0.02% 140
2025
Q1 		$71.7K Sell
478
-8,161
-94% -$1.21M 0.03% 131
2024
Q4 		$1.31M Buy
8,639
+251
+3% +$41.1K 0.48% 47
2024
Q3 		$1.43M Buy
8,388
+8,028
+2,230% +$1.38M 0.55% 43
2024
Q2 		$59.4K Buy
+360
New +$62.1K 0.03% 97
2023
Q1 		– Sell
-649
Closed -$117K – 159
2022
Q4 		$117K Buy
+649
New +$116K 0.09% 65

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

FWL Investment Management's PEP Position: Q1 2026 in Review

FWL Investment Management held its PepsiCo (PEP) position steady in Q1 2026 at 478 shares worth $74.2K. The position accounts for 0.02% of the portfolio, ranked #145.

FWL Investment Management first reported a position in PEP in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.43M in Q3 2024. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • FWL Investment Management held 478 shares of PepsiCo worth $74.2K as of Q1 2026.
  • FWL Investment Management left its PepsiCo share count unchanged in Q1 2026.
  • PepsiCo made up 0.02% of FWL Investment Management's portfolio in Q1 2026, its #145 holding.
  • FWL Investment Management first reported a position in PepsiCo in Q4 2022 and has held it in 9 quarters since.
  • FWL Investment Management's PepsiCo position peaked at $1.43M in Q3 2024.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.