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West Family Investments’s PepsiCo PEP Stock Holding History

West Family Investments’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 		$826K Buy
5,317
+205
+4% +$31.9K 0.29% 64
2025
Q4 		$734K Sell
5,112
-3,192
-38% -$469K 0.17% 116
2025
Q3 		$1.17M Buy
8,304
+4,197
+102% +$599K 0.26% 84
2025
Q2 		$542K Sell
4,107
-4,089
-50% -$551K 0.14% 145
2025
Q1 		$1.23M Sell
8,196
-1,136
-12% -$169K 0.46% 42
2024
Q4 		$1.42M Sell
9,332
-337
-3% -$55.2K 0.49% 38
2024
Q3 		$1.64M Buy
9,669
+232
+2% +$39.9K 0.56% 29
2024
Q2 		$1.56M Sell
9,437
-112
-1% -$19.3K 0.47% 44
2024
Q1 		$1.67M Buy
9,549
+554
+6% +$93.3K 0.52% 40
2023
Q4 		$1.53M Sell
8,995
-340
-4% -$56.4K 0.52% 41
2023
Q3 		$1.58M Buy
9,335
+105
+1% +$19.1K 0.55% 41
2023
Q2 		$1.71M Buy
9,230
+23
+0.2% +$4.29K 0.66% 33
2023
Q1 		$1.68M Buy
9,207
+47
+0.5% +$8.22K 0.66% 35
2022
Q4 		$1.65M Buy
9,160
+80
+0.9% +$14.3K 0.56% 37
2022
Q3 		$1.48M Sell
9,080
-252
-3% -$43.4K 0.62% 32
2022
Q2 		$1.55M Buy
9,332
+171
+2% +$28.8K 0.61% 35
2022
Q1 		$1.53M Hold
9,161
– – 0.44% 41
2021
Q4 		$1.59M Sell
9,161
-462
-5% -$75.5K 0.43% 41
2021
Q3 		$1.45M Buy
9,623
+1,643
+21% +$254K 0.38% 46
2021
Q2 		$1.18M Buy
+7,980
New +$1.16M 0.32% 48

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 $147M AUM 25.76% 1-Year Est. Return

West Family Investments's PEP Position: Q1 2026 in Review

West Family Investments increased its PepsiCo (PEP) stake by 4% in Q1 2026, buying an estimated $31.9K and bringing the position to 5,317 shares worth $826K. The position accounts for 0.29% of the portfolio, ranked #64.

West Family Investments first reported a position in PEP in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.71M in Q2 2023. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • West Family Investments held 5,317 shares of PepsiCo worth $826K as of Q1 2026.
  • West Family Investments bought 205 PepsiCo shares in Q1 2026, an estimated $31.9K.
  • PepsiCo made up 0.29% of West Family Investments's portfolio in Q1 2026, its #64 holding.
  • West Family Investments first reported a position in PepsiCo in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's PepsiCo position peaked at $1.71M in Q2 2023.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.