Nancy E. Dempze’s PepsiCo PEP Stock Holding History

Nancy E. Dempze’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	$290K	Sell	1,870 -205	-10%	-$31.9K	0.16%	79
2025 Q4	$298K	Buy	+2,075	New	+$305K	0.16%	78
2025 Q2	–	Sell	-1,570	Closed	-$235K	–	95
2025 Q1	$235K	Sell	1,570 -90	-5%	-$13.4K	0.14%	88
2024 Q4	$252K	Sell	1,660 -85	-5%	-$13.9K	0.15%	87
2024 Q3	$297K	Sell	1,745 -125	-7%	-$21.5K	0.17%	86
2024 Q2	$308K	Sell	1,870 -125	-6%	-$21.6K	0.21%	62
2024 Q1	$349K	Sell	1,995 -105	-5%	-$17.7K	0.27%	51
2023 Q4	$357K	Sell	2,100 -200	-9%	-$33.2K	0.3%	48
2023 Q3	$390K	Hold	2,300	–	–	0.35%	48
2023 Q2	$426K	Sell	2,300 -50	-2%	-$9.33K	0.37%	48
2023 Q1	$428K	Sell	2,350 -75	-3%	-$13.1K	0.39%	49
2022 Q4	$438K	Buy	2,425 +50	+2%	+$8.92K	0.43%	48
2022 Q3	$388K	Sell	2,375 -25	-1%	-$4.31K	0.41%	48
2022 Q2	$399K	Sell	2,400 -25	-1%	-$4.21K	0.4%	51
2022 Q1	$406K	Hold	2,425	–	–	0.3%	58
2021 Q4	$421K	Hold	2,425	–	–	0.28%	62
2021 Q3	$365K	Sell	2,425 -44	-2%	-$6.81K	0.29%	59
2021 Q2	$366K	Sell	2,469 -6	-0.2%	-$874	0.31%	54
2021 Q1	$350K	Sell	2,475 -50	-2%	-$6.86K	0.31%	55
2020 Q4	$374K	Sell	2,525 -800	-24%	-$114K	0.34%	52
2020 Q3	$461K	Sell	3,325 -25	-0.7%	-$3.4K	0.47%	46
2020 Q2	$442K	Sell	3,350 -25	-0.7%	-$3.29K	0.49%	43
2020 Q1	$405K	Buy	3,375 +250	+8%	+$33.8K	0.54%	43
2019 Q4	$427K	Hold	3,125	–	–	0.47%	43
2019 Q3	$429K	Sell	3,125 -100	-3%	-$13.3K	0.52%	43
2019 Q2	$422K	Sell	3,225 -340	-10%	-$43.6K	0.48%	45
2019 Q1	$437K	Hold	3,565	–	–	0.52%	44
2018 Q4	$394K	Sell	3,565 -145	-4%	-$16.4K	0.55%	43
2018 Q3	$415K	Sell	3,710 -690	-16%	-$78.1K	0.46%	48
2018 Q2	$480K	Sell	4,400 -1,360	-24%	-$140K	0.59%	43
2018 Q1	$630K	Sell	5,760 -75	-1%	-$8.53K	0.78%	37
2017 Q4	$699K	Sell	5,835 -380	-6%	-$43.4K	0.84%	36
2017 Q3	$693K	Sell	6,215 -2,426	-28%	-$280K	0.98%	32
2017 Q2	$998K	Sell	8,641 -588	-6%	-$67.5K	1.43%	25
2017 Q1	$1.03M	Buy	9,229 +314	+4%	+$33.7K	1.58%	23
2016 Q4	$933K	Sell	8,915 -2,200	-20%	-$230K	1.63%	21
2016 Q3	$1.21M	Sell	11,115 -600	-5%	-$64.7K	2.12%	18
2016 Q2	$1.24M	Sell	11,715 -1,200	-9%	-$124K	2.21%	15
2016 Q1	$1.32M	Buy	12,915 +1,375	+12%	+$136K	2.32%	13
2015 Q4	$1.15M	Buy	+11,540	New	+$1.15M	2.22%	14

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

Nancy E. Dempze's PEP Position: Q1 2026 in Review

Nancy E. Dempze reduced its PepsiCo (PEP) stake by 9.9% in Q1 2026, selling an estimated $31.9K and leaving 1,870 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #79.

Nancy E. Dempze first reported a position in PEP in Q4 2015 and has held it in 40 quarters since. The position peaked at $1.32M in Q1 2016. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Nancy E. Dempze held 1,870 shares of PepsiCo worth $290K as of Q1 2026.
Nancy E. Dempze sold 205 PepsiCo shares in Q1 2026, an estimated $31.9K.
PepsiCo made up 0.16% of Nancy E. Dempze's portfolio in Q1 2026, its #79 holding.
Nancy E. Dempze first reported a position in PepsiCo in Q4 2015 and has held it in 40 quarters since.
Nancy E. Dempze's PepsiCo position peaked at $1.32M in Q1 2016.
3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Nancy E. Dempze's 13F filing for Q1 2026, filed 14 May 2026.