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Tandem Capital Management’s PepsiCo PEP Stock Holding History

Tandem Capital Management’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 		$1.56M Sell
10,056
-253
-2% -$39.4K 0.78% 44
2025
Q4 		$1.48M Sell
10,309
-230
-2% -$33.8K 0.67% 43
2025
Q3 		$1.48M Sell
10,539
-800
-7% -$114K 0.69% 43
2025
Q2 		$1.5M Sell
11,339
-445
-4% -$59.9K 0.76% 42
2025
Q1 		$1.77M Sell
11,784
-1,858
-14% -$277K 0.99% 35
2024
Q4 		$2.07M Sell
13,642
-205
-1% -$33.6K 1.11% 30
2024
Q3 		$2.35M Buy
13,847
+25
+0.2% +$4.29K 1.24% 27
2024
Q2 		$2.27M Buy
13,822
+190
+1% +$32.8K 1.24% 21
2024
Q1 		$2.39M Buy
13,632
+507
+4% +$85.4K 1.35% 26
2023
Q4 		$2.23M Buy
13,125
+135
+1% +$22.4K 1.38% 23
2023
Q3 		$2.2M Hold
12,990
– – 1.51% 20
2023
Q2 		$2.41M Hold
12,990
– – 1.57% 19
2023
Q1 		$2.37M Sell
12,990
-222
-2% -$38.8K 1.67% 18
2022
Q4 		$2.39M Sell
13,212
-160
-1% -$28.5K 1.88% 14
2022
Q3 		$2.31M Sell
13,372
-138
-1% -$23.8K 1.95% 14
2022
Q2 		$2.25M Sell
13,510
-35
-0.3% -$5.89K 1.8% 18
2022
Q1 		$2.33M Buy
13,545
+300
+2% +$50.4K 1.61% 22
2021
Q4 		$2.3M Buy
13,245
+205
+2% +$33.5K 1.33% 29
2021
Q3 		$1.96M Hold
13,040
– – 1.23% 32
2021
Q2 		$1.93M Hold
13,040
– – 1.22% 35
2021
Q1 		$1.84M Buy
13,040
+148
+1% +$20.3K 1.28% 36
2020
Q4 		$1.91M Hold
12,892
– – 1.44% 28
2020
Q3 		$1.79M Buy
12,892
+118
+0.9% +$16.1K 1.58% 25
2020
Q2 		$1.69M Sell
12,774
-1,327
-9% -$175K 1.65% 23
2020
Q1 		$1.69M Hold
14,101
– – 1.91% 17
2019
Q4 		$1.93M Buy
+14,101
New +$1.92M 1.65% 25

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

Tandem Capital Management's PEP Position: Q1 2026 in Review

Tandem Capital Management reduced its PepsiCo (PEP) stake by 2.5% in Q1 2026, selling an estimated $39.4K and leaving 10,056 shares worth $1.56M. The position accounts for 0.78% of the portfolio, ranked #44.

Tandem Capital Management first reported a position in PEP in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.41M in Q2 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Tandem Capital Management held 10,056 shares of PepsiCo worth $1.56M as of Q1 2026.
  • Tandem Capital Management sold 253 PepsiCo shares in Q1 2026, an estimated $39.4K.
  • PepsiCo made up 0.78% of Tandem Capital Management's portfolio in Q1 2026, its #44 holding.
  • Tandem Capital Management first reported a position in PepsiCo in Q4 2019 and has held it in 26 quarters since.
  • Tandem Capital Management's PepsiCo position peaked at $2.41M in Q2 2023.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Tandem Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.