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Guardian Partners’s PepsiCo PEP Stock Holding History

Guardian Partners’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 		$8.9M Sell
57,130
-771
-1% -$120K 0.74% 45
2025
Q4 		$9.59M Sell
57,901
-28,459
-33% -$4.18M 0.77% 42
2025
Q3 		$12.4M Sell
86,360
-2,508
-3% -$358K 1.05% 32
2025
Q2 		$12M Buy
88,868
+390
+0.4% +$52.5K 1.07% 29
2025
Q1 		$12.6M Buy
88,478
+645
+0.7% +$96K 1.3% 27
2024
Q4 		$12.9M Buy
+87,833
New +$14.4M 1.31% 22

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

Guardian Partners's PEP Position: Q1 2026 in Review

Guardian Partners reduced its PepsiCo (PEP) stake by 1.3% in Q1 2026, selling an estimated $120K and leaving 57,130 shares worth $8.9M. The position accounts for 0.74% of the portfolio, ranked #45.

Guardian Partners first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.9M in Q4 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Guardian Partners held 57,130 shares of PepsiCo worth $8.9M as of Q1 2026.
  • Guardian Partners sold 771 PepsiCo shares in Q1 2026, an estimated $120K.
  • PepsiCo made up 0.74% of Guardian Partners's portfolio in Q1 2026, its #45 holding.
  • Guardian Partners first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Guardian Partners's PepsiCo position peaked at $12.9M in Q4 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.