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Stokes Family Office’s PepsiCo PEP Stock Holding History

Stokes 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 		$4.82M Sell
31,070
-2,719
-8% -$424K 0.5% 54
2025
Q4 		$4.85M Buy
33,789
+2,726
+9% +$401K 0.44% 60
2025
Q3 		$4.36M Buy
31,063
+414
+1% +$59.1K 0.41% 62
2025
Q2 		$4.05M Buy
30,649
+555
+2% +$74.8K 0.42% 60
2025
Q1 		$4.51M Sell
30,094
-3,317
-10% -$494K 0.51% 52
2024
Q4 		$5.08M Buy
33,411
+1,065
+3% +$174K 0.54% 45
2024
Q3 		$5.5M Sell
32,346
-113
-0.3% -$19.4K 0.6% 36
2024
Q2 		$5.35M Buy
32,459
+197
+0.6% +$34K 0.63% 33
2024
Q1 		$5.65M Buy
32,262
+85
+0.3% +$14.3K 0.71% 33
2023
Q4 		$5.47M Sell
32,177
-9,830
-23% -$1.63M 0.74% 31
2023
Q3 		$7.12M Buy
42,007
+305
+0.7% +$55.4K 0.84% 26
2023
Q2 		$7.72M Buy
41,702
+520
+1% +$97K 0.89% 22
2023
Q1 		$7.51M Sell
41,182
-653
-2% -$114K 0.94% 20
2022
Q4 		$7.56M Sell
41,835
-495
-1% -$88.3K 0.97% 25
2022
Q3 		$6.91M Buy
42,330
+2,269
+6% +$391K 0.99% 23
2022
Q2 		$6.68M Buy
40,061
+462
+1% +$77.8K 0.91% 24
2022
Q1 		$6.63M Sell
39,599
-850
-2% -$143K 0.88% 26
2021
Q4 		$7.03M Buy
40,449
+549
+1% +$89.7K 0.87% 29
2021
Q3 		$6M Buy
39,900
+2,049
+5% +$317K 0.83% 30
2021
Q2 		$5.61M Buy
37,851
+457
+1% +$66.6K 0.79% 31
2021
Q1 		$5.29M Buy
37,394
+729
+2% +$100K 0.82% 29
2020
Q4 		$5.44M Buy
36,665
+4,140
+13% +$588K 1.07% 23
2020
Q3 		$4.51M Buy
32,525
+3,094
+11% +$421K 1.02% 24
2020
Q2 		$3.89M Sell
29,431
-4,722
-14% -$622K 0.98% 25
2020
Q1 		$4.1M Sell
34,153
-871
-2% -$118K 1.09% 22
2019
Q4 		$4.79M Buy
+35,024
New +$4.77M 1.06% 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

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

Stokes Family Office reduced its PepsiCo (PEP) stake by 8% in Q1 2026, selling an estimated $424K and leaving 31,070 shares worth $4.82M. The position accounts for 0.5% of the portfolio, ranked #54.

Stokes Family Office first reported a position in PEP in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.72M in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Stokes Family Office held 31,070 shares of PepsiCo worth $4.82M as of Q1 2026.
  • Stokes Family Office sold 2,719 PepsiCo shares in Q1 2026, an estimated $424K.
  • PepsiCo made up 0.5% of Stokes Family Office's portfolio in Q1 2026, its #54 holding.
  • Stokes Family Office first reported a position in PepsiCo in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's PepsiCo position peaked at $7.72M in Q2 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.