KCM Investment Advisors’s PepsiCo PEP Stock Holding History

KCM Investment 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	$2.2M	Sell	14,166 -53	-0.4%	-$8.26K	0.07%	151
2025 Q4	$2.04M	Sell	14,219 -686	-5%	-$101K	0.07%	157
2025 Q3	$2.09M	Sell	14,905 -56	-0.4%	-$8K	0.07%	159
2025 Q2	$1.98M	Sell	14,961 -732	-5%	-$98.6K	0.07%	160
2025 Q1	$2.35M	Sell	15,693 -26,989	-63%	-$4.02M	0.08%	141
2024 Q4	$6.49M	Sell	42,682 -2,040	-5%	-$334K	0.22%	80
2024 Q3	$7.61M	Sell	44,722 -1	-0%	-$172	0.26%	74
2024 Q2	$7.38M	Sell	44,723 -929	-2%	-$160K	0.26%	74
2024 Q1	$7.99M	Sell	45,652 -173	-0.4%	-$29.1K	0.3%	75
2023 Q4	$7.78M	Sell	45,825 -901	-2%	-$149K	0.31%	74
2023 Q3	$7.92M	Sell	46,726 -931	-2%	-$169K	0.34%	67
2023 Q2	$8.83M	Sell	47,657 -6,901	-13%	-$1.29M	0.35%	63
2023 Q1	$9.95M	Buy	54,558 +3,697	+7%	+$646K	0.4%	57
2022 Q4	$9.19M	Buy	50,861 +394	+0.8%	+$70.3K	0.4%	61
2022 Q3	$8.24M	Buy	50,467 +40	+0.1%	+$6.89K	0.38%	64
2022 Q2	$8.4M	Sell	50,427 -167	-0.3%	-$28.1K	0.37%	67
2022 Q1	$8.47M	Sell	50,594 -1,052	-2%	-$177K	0.31%	77
2021 Q4	$8.97M	Buy	51,646 +2,375	+5%	+$388K	0.31%	79
2021 Q3	$7.41M	Buy	49,271 +80	+0.2%	+$12.4K	0.29%	80
2021 Q2	$7.29M	Buy	49,191 +547	+1%	+$79.7K	0.29%	78
2021 Q1	$6.88M	Buy	48,644 +975	+2%	+$134K	0.3%	77
2020 Q4	$7.07M	Buy	47,669 +724	+2%	+$103K	0.34%	70
2020 Q3	$6.51M	Sell	46,945 -3,318	-7%	-$451K	0.36%	64
2020 Q2	$6.65M	Buy	50,263 +22	+0%	+$2.9K	0.37%	63
2020 Q1	$6.03M	Buy	50,241 +1,531	+3%	+$207K	0.41%	63
2019 Q4	$6.66M	Buy	48,710 +622	+1%	+$84.7K	0.36%	73
2019 Q3	$6.59M	Sell	48,088 -4,269	-8%	-$567K	0.38%	73
2019 Q2	$6.87M	Sell	52,357 -582	-1%	-$74.6K	0.41%	73
2019 Q1	$6.49M	Buy	52,939 +5,603	+12%	+$638K	0.42%	67
2018 Q4	$5.23M	Sell	47,336 -408	-0.9%	-$46K	0.35%	75
2018 Q3	$5.34M	Sell	47,744 -4,374	-8%	-$495K	0.31%	81
2018 Q2	$5.67M	Sell	52,118 -24,312	-32%	-$2.51M	0.35%	75
2018 Q1	$8.34M	Sell	76,430 -2,764	-3%	-$314K	0.51%	51
2017 Q4	$9.5M	Sell	79,194 -3,203	-4%	-$366K	0.56%	48
2017 Q3	$9.18M	Sell	82,397 -1,401	-2%	-$162K	0.56%	48
2017 Q2	$9.68M	Sell	83,798 -1,764	-2%	-$202K	0.61%	45
2017 Q1	$9.57M	Sell	85,562 -865	-1%	-$92.8K	0.61%	42
2016 Q4	$9.04M	Buy	86,427 +912	+1%	+$95.5K	0.61%	43
2016 Q3	$9.3M	Sell	85,515 -2,469	-3%	-$266K	0.64%	42
2016 Q2	$9.32M	Sell	87,984 -1,092	-1%	-$113K	0.65%	39
2016 Q1	$9.13M	Buy	89,076 +7,230	+9%	+$714K	0.67%	39
2015 Q4	$8.18M	Sell	81,846 -969	-1%	-$96.7K	0.65%	40
2015 Q3	$7.81M	Buy	82,815 +1,049	+1%	+$99.8K	0.65%	40
2015 Q2	$7.63M	Sell	81,766 -2,498	-3%	-$239K	0.61%	43
2015 Q1	$8.06M	Sell	84,264 -214	-0.3%	-$20.7K	0.64%	40
2014 Q4	$7.99M	Buy	84,478 +2,424	+3%	+$232K	0.67%	35
2014 Q3	$7.64M	Buy	82,054 +1,774	+2%	+$162K	0.7%	30
2014 Q2	$7.17M	Buy	80,280 +5,579	+7%	+$482K	0.67%	31
2014 Q1	$6.24M	Sell	74,701 -4,618	-6%	-$375K	0.64%	32
2013 Q4	$6.58M	Buy	79,319 +1,462	+2%	+$121K	0.72%	27
2013 Q3	$6.19M	Sell	77,857 -6,432	-8%	-$529K	0.74%	26
2013 Q2	$6.89M	Buy	+84,289	New	+$6.88M	0.83%	23

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

KCM Investment Advisors's PEP Position: Q1 2026 in Review

KCM Investment Advisors reduced its PepsiCo (PEP) stake by 0.37% in Q1 2026, selling an estimated $8.26K and leaving 14,166 shares worth $2.2M. The position accounts for 0.07% of the portfolio, ranked #151.

KCM Investment Advisors first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.95M in Q1 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

KCM Investment Advisors held 14,166 shares of PepsiCo worth $2.2M as of Q1 2026.
KCM Investment Advisors sold 53 PepsiCo shares in Q1 2026, an estimated $8.26K.
PepsiCo made up 0.07% of KCM Investment Advisors's portfolio in Q1 2026, its #151 holding.
KCM Investment Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
KCM Investment Advisors's PepsiCo position peaked at $9.95M in Q1 2023.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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