Independent Family Office’s PepsiCo PEP Stock Holding History

Independent Family Office’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	$254K	Hold	1,635	–	–	0.1%	81
2025 Q4	$235K	Hold	1,635	–	–	0.1%	75
2025 Q3	$230K	Hold	1,635	–	–	0.1%	74
2025 Q2	$216K	Sell	1,635 -100	-6%	-$13.5K	0.1%	73
2025 Q1	$260K	Hold	1,735	–	–	0.14%	65
2024 Q4	$264K	Sell	1,735 -57	-3%	-$9.34K	0.14%	64
2024 Q3	$306K	Buy	1,792 +492	+38%	+$84.5K	0.15%	60
2024 Q2	$212K	Sell	1,300 -492	-27%	-$84.9K	0.12%	69
2024 Q1	$314K	Hold	1,792	–	–	0.17%	62
2023 Q4	$304K	Hold	1,792	–	–	0.17%	55
2023 Q3	$304K	Buy	1,792 +100	+6%	+$18.2K	0.19%	54
2023 Q2	$313K	Hold	1,692	–	–	0.19%	54
2023 Q1	$308K	Hold	1,692	–	–	0.18%	57
2022 Q4	$306K	Hold	1,692	–	–	0.18%	57
2022 Q3	$276K	Hold	1,692	–	–	0.14%	58
2022 Q2	$282	Sell	1,692 -82	-5%	-$13.8K	0.14%	56
2022 Q1	$297K	Hold	1,774	–	–	0.1%	59
2021 Q4	$308K	Buy	1,774 +82	+5%	+$13.4K	0.12%	48
2021 Q3	$254K	Sell	1,692 -82	-5%	-$12.7K	0.1%	44
2021 Q2	$263K	Buy	1,774 +459	+35%	+$66.9K	0.1%	49
2021 Q1	$251K	Sell	1,315 -460	-26%	-$63.1K	0.1%	57
2020 Q4	$263K	Hold	1,775	–	–	0.11%	52
2020 Q3	$246K	Sell	1,775 -1,500	-46%	-$204K	0.12%	51
2020 Q2	$432K	Hold	3,275	–	–	0.22%	38
2020 Q1	$393K	Hold	3,275	–	–	0.24%	35
2019 Q4	$448K	Buy	+3,275	New	+$446K	0.28%	33

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

Independent Family Office's PEP Position: Q1 2026 in Review

Independent Family Office held its PepsiCo (PEP) position steady in Q1 2026 at 1,635 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #81.

Independent Family Office first reported a position in PEP in Q4 2019 and has held it in 26 quarters since. The position peaked at $448K in Q4 2019. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Independent Family Office held 1,635 shares of PepsiCo worth $254K as of Q1 2026.
Independent Family Office left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up 0.1% of Independent Family Office's portfolio in Q1 2026, its #81 holding.
Independent Family Office first reported a position in PepsiCo in Q4 2019 and has held it in 26 quarters since.
Independent Family Office's PepsiCo position peaked at $448K in Q4 2019.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.