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Tiemann Investment Advisors’s PepsiCo PEP Stock Holding History

Tiemann 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 		$238K Sell
1,532
-275
-15% -$42.9K 0.09% 170
2025
Q4 		$259K Hold
1,807
– – 0.1% 152
2025
Q3 		$254K Buy
1,807
+70
+4% +$10K 0.1% 167
2025
Q2 		$229K Sell
1,737
-100
-5% -$13.5K 0.09% 175
2025
Q1 		$275K Sell
1,837
-325
-15% -$48.4K 0.13% 143
2024
Q4 		$329K Sell
2,162
-40
-2% -$6.55K 0.15% 121
2024
Q3 		$374K Sell
2,202
-150
-6% -$25.8K 0.16% 117
2024
Q2 		$388K Buy
2,352
+65
+3% +$11.2K 0.17% 114
2024
Q1 		$400K Sell
2,287
-75
-3% -$12.6K 0.18% 112
2023
Q4 		$401K Buy
2,362
+240
+11% +$39.8K 0.19% 106
2023
Q3 		$360K Buy
2,122
+10
+0.5% +$1.82K 0.19% 111
2023
Q2 		$391K Sell
2,112
-30
-1% -$5.6K 0.2% 113
2023
Q1 		$390K Sell
2,142
-35
-2% -$6.12K 0.21% 113
2022
Q4 		$393K Buy
2,177
+150
+7% +$26.8K 0.23% 106
2022
Q3 		$331K Sell
2,027
-230
-10% -$39.6K 0.21% 109
2022
Q2 		$376K Sell
2,257
-25
-1% -$4.21K 0.2% 115
2022
Q1 		$382K Sell
2,282
-125
-5% -$21K 0.18% 130
2021
Q4 		$418K Buy
2,407
+190
+9% +$31K 0.18% 133
2021
Q3 		$333K Hold
2,217
– – 0.16% 143
2021
Q2 		$328K Hold
2,217
– – 0.15% 146
2021
Q1 		$314K Buy
2,217
+117
+6% +$16.1K 0.16% 149
2020
Q4 		$311K Hold
2,100
– – 0.17% 140
2020
Q3 		$291K Hold
2,100
– – 0.18% 131
2020
Q2 		$278K Hold
2,100
– – 0.19% 130
2020
Q1 		$252K Sell
2,100
-282
-12% -$38.1K 0.22% 120
2019
Q4 		$326K Hold
2,382
– – 0.22% 116
2019
Q3 		$327K Hold
2,382
– – 0.24% 115
2019
Q2 		$312K Hold
2,382
– – 0.23% 125
2019
Q1 		$292K Hold
2,382
– – 0.22% 125
2018
Q4 		$263K Hold
2,382
– – 0.24% 129
2018
Q3 		$266K Buy
2,382
+332
+16% +$37.6K 0.2% 143
2018
Q2 		$223K Hold
2,050
– – 0.18% 154
2018
Q1 		$224K Buy
2,050
+200
+11% +$22.7K 0.18% 156
2017
Q4 		$222K Hold
1,850
– – 0.18% 159
2017
Q3 		$206K Hold
1,850
– – 0.17% 160
2017
Q2 		$214K Hold
1,850
– – 0.19% 152
2017
Q1 		$207K Sell
1,850
-100
-5% -$10.7K 0.19% 157
2016
Q4 		$204K Hold
1,950
– – 0.2% 147
2016
Q3 		$212K Hold
1,950
– – 0.19% 156
2016
Q2 		$207K Hold
1,950
– – 0.19% 153
2016
Q1 		$200K Buy
+1,950
New +$193K 0.2% 149
2015
Q4 		– Sell
-2,150
Closed -$203K – 160
2015
Q3 		$203K Hold
2,150
– – 0.22% 147
2015
Q2 		$201K Buy
+2,150
New +$205K 0.21% 149
2015
Q1 		– Sell
-2,150
Closed -$203K – 156
2014
Q4 		$203K Hold
2,150
– – 0.22% 140
2014
Q3 		$200K Buy
+2,150
New +$196K 0.22% 139

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

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

Tiemann Investment Advisors reduced its PepsiCo (PEP) stake by 15% in Q1 2026, selling an estimated $42.9K and leaving 1,532 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #170.

Tiemann Investment Advisors first reported a position in PEP in Q3 2014 and has held it in 45 quarters since. The position peaked at $418K in Q4 2021. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Tiemann Investment Advisors held 1,532 shares of PepsiCo worth $238K as of Q1 2026.
  • Tiemann Investment Advisors sold 275 PepsiCo shares in Q1 2026, an estimated $42.9K.
  • PepsiCo made up 0.09% of Tiemann Investment Advisors's portfolio in Q1 2026, its #170 holding.
  • Tiemann Investment Advisors first reported a position in PepsiCo in Q3 2014 and has held it in 45 quarters since.
  • Tiemann Investment Advisors's PepsiCo position peaked at $418K in Q4 2021.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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