Gallagher Fiduciary Advisors’s PepsiCo PEP Stock Holding History

Gallagher Fiduciary Advisors’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	$499K	Sell	3,216 -262	-8%	-$40.8K	0.02%	161
2025 Q4	$499K	Sell	3,478 -25	-0.7%	-$3.67K	0.02%	185
2025 Q3	$492K	Sell	3,503 -2,293	-40%	-$327K	0.02%	163
2025 Q2	$765K	Sell	5,796 -122	-2%	-$16.4K	0.03%	114
2025 Q1	$887K	Buy	5,918 +183	+3%	+$27.2K	0.03%	97
2024 Q4	$872K	Buy	5,735 +1,595	+39%	+$261K	0.17%	66
2024 Q3	$704K	Sell	4,140 -725	-15%	-$125K	0.14%	81
2024 Q2	$802K	Buy	4,865 +282	+6%	+$48.7K	0.18%	63
2024 Q1	$802K	Sell	4,583 -51	-1%	-$8.59K	0.03%	69
2023 Q4	$787K	Buy	4,634 +103	+2%	+$17.1K	0.03%	68
2023 Q3	$768K	Buy	4,531 +32	+0.7%	+$5.81K	0.07%	59
2023 Q2	$834K	Sell	4,499 -219	-5%	-$40.9K	0.06%	71
2023 Q1	$861K	Buy	+4,718	New	+$825K	0.07%	75

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

Gallagher Fiduciary Advisors's PEP Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its PepsiCo (PEP) stake by 7.5% in Q1 2026, selling an estimated $40.8K and leaving 3,216 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #161.

Gallagher Fiduciary Advisors first reported a position in PEP in Q1 2023 and has held it in 13 quarters since. The position peaked at $887K in Q1 2025. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Gallagher Fiduciary Advisors held 3,216 shares of PepsiCo worth $499K as of Q1 2026.
Gallagher Fiduciary Advisors sold 262 PepsiCo shares in Q1 2026, an estimated $40.8K.
PepsiCo made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #161 holding.
Gallagher Fiduciary Advisors first reported a position in PepsiCo in Q1 2023 and has held it in 13 quarters since.
Gallagher Fiduciary Advisors's PepsiCo position peaked at $887K in Q1 2025.
3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.