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Godshalk Welsh Capital Management’s PepsiCo PEP Stock Holding History

Godshalk Welsh Capital 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 		$1.3M Sell
8,400
-25
-0.3% -$3.9K 0.76% 43
2025
Q4 		$1.21M Buy
8,425
+100
+1% +$14.7K 0.69% 47
2025
Q3 		$1.17M Sell
8,325
-415
-5% -$59.3K 0.67% 48
2025
Q2 		$1.15M Sell
8,740
-900
-9% -$121K 0.71% 46
2025
Q1 		$1.45M Buy
9,640
+110
+1% +$16.4K 0.95% 32
2024
Q4 		$1.45M Hold
9,530
– – 0.94% 31
2024
Q3 		$1.62M Hold
9,530
– – 1.02% 27
2024
Q2 		$1.57M Buy
9,530
+25
+0.3% +$4.32K 1.05% 28
2024
Q1 		$1.66M Buy
9,505
+100
+1% +$16.8K 1.12% 28
2023
Q4 		$1.6M Sell
9,405
-350
-4% -$58K 1.15% 29
2023
Q3 		$1.65M Sell
9,755
-750
-7% -$136K 1.25% 24
2023
Q2 		$1.95M Sell
10,505
-270
-3% -$50.4K 1.34% 23
2023
Q1 		$1.96M Hold
10,775
– – 1.39% 24
2022
Q4 		$1.95M Sell
10,775
-1,081
-9% -$193K 1.42% 21
2022
Q3 		$1.94M Buy
11,856
+911
+8% +$157K 1.43% 21
2022
Q2 		$1.82M Sell
10,945
-25
-0.2% -$4.21K 1.31% 27
2022
Q1 		$1.84M Sell
10,970
-180
-2% -$30.2K 1.13% 33
2021
Q4 		$1.94M Hold
11,150
– – 1.1% 31
2021
Q3 		$1.68M Hold
11,150
– – 1.05% 36
2021
Q2 		$1.73M Sell
11,150
-300
-3% -$43.7K 1.07% 35
2021
Q1 		$1.62M Sell
11,450
-150
-1% -$20.6K 1.13% 32
2020
Q4 		$1.72M Buy
11,600
+245
+2% +$34.8K 1.27% 27
2020
Q3 		$1.57M Buy
11,355
+890
+9% +$121K 1.33% 24
2020
Q2 		$1.38M Buy
10,465
+160
+2% +$21.1K 1.3% 25
2020
Q1 		$1.24M Sell
10,305
-305
-3% -$41.2K 1.35% 23
2019
Q4 		$1.45M Hold
10,610
– – 1.19% 28
2019
Q3 		$1.46M Buy
10,610
+150
+1% +$19.9K 1.29% 24
2019
Q2 		$1.37M Sell
10,460
-50
-0.5% -$6.41K 1.27% 26
2019
Q1 		$1.29M Sell
10,510
-494
-4% -$56.3K 1.24% 27
2018
Q4 		$1.22M Sell
11,004
-66
-0.6% -$7.44K 1.36% 25
2018
Q3 		$1.24M Sell
11,070
-30
-0.3% -$3.4K 1.2% 28
2018
Q2 		$1.21M Sell
11,100
-50
-0.4% -$5.17K 1.26% 28
2018
Q1 		$1.22M Hold
11,150
– – 1.31% 26
2017
Q4 		$1.34M Hold
11,150
– – 1.35% 21
2017
Q3 		$1.24M Sell
11,150
-725
-6% -$83.8K 1.25% 25
2017
Q2 		$1.37M Sell
11,875
-350
-3% -$40.1K 1.36% 22
2017
Q1 		$1.37M Sell
12,225
-150
-1% -$16.1K 1.34% 21
2016
Q4 		$1.29M Sell
12,375
-325
-3% -$34K 1.32% 23
2016
Q3 		$1.38M Hold
12,700
– – 1.43% 19
2016
Q2 		$1.34M Sell
12,700
-200
-2% -$20.6K 1.42% 19
2016
Q1 		$1.32M Hold
12,900
– – 1.37% 19
2015
Q4 		$1.29M Hold
12,900
– – 1.34% 18
2015
Q3 		$1.22M Hold
12,900
– – 1.33% 18
2015
Q2 		$1.2M Sell
12,900
-500
-4% -$47.8K 1.22% 21
2015
Q1 		$1.28M Hold
13,400
– – 1.31% 19
2014
Q4 		$1.27M Buy
+13,400
New +$1.28M 1.15% 20

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

Godshalk Welsh Capital Management's PEP Position: Q1 2026 in Review

Godshalk Welsh Capital Management reduced its PepsiCo (PEP) stake by 0.3% in Q1 2026, selling an estimated $3.9K and leaving 8,400 shares worth $1.3M. The position accounts for 0.76% of the portfolio, ranked #43.

Godshalk Welsh Capital Management first reported a position in PEP in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.96M in Q1 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Godshalk Welsh Capital Management held 8,400 shares of PepsiCo worth $1.3M as of Q1 2026.
  • Godshalk Welsh Capital Management sold 25 PepsiCo shares in Q1 2026, an estimated $3.9K.
  • PepsiCo made up 0.76% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #43 holding.
  • Godshalk Welsh Capital Management first reported a position in PepsiCo in Q4 2014 and has held it in 46 quarters since.
  • Godshalk Welsh Capital Management's PepsiCo position peaked at $1.96M in Q1 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.