Westfield Capital Management
PEP icon

Westfield Capital Management’s PepsiCo PEP Stock Holding History

Westfield 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 		$3.53M Buy
+22,760
New +$3.55M 0.01% 214
2023
Q4 		– Sell
-54,876
Closed -$9.3M – 262
2023
Q3 		$9.3M Buy
54,876
+3,430
+7% +$623K 0.06% 179
2023
Q2 		$9.53M Buy
51,446
+3,288
+7% +$614K 0.06% 179
2023
Q1 		$8.78M Buy
48,158
+6,133
+15% +$1.07M 0.06% 179
2022
Q4 		$7.59M Buy
42,025
+1,693
+4% +$302K 0.06% 179
2022
Q3 		$6.58M Sell
40,332
-835
-2% -$144K 0.05% 186
2022
Q2 		$6.86M Buy
41,167
+527
+1% +$88.7K 0.05% 187
2022
Q1 		$6.8M Sell
40,640
-880
-2% -$148K 0.04% 191
2021
Q4 		$7.21M Sell
41,520
-130
-0.3% -$21.2K 0.04% 188
2021
Q3 		$6.26M Sell
41,650
-600
-1% -$92.9K 0.04% 197
2021
Q2 		$6.26M Buy
42,250
+1,770
+4% +$258K 0.04% 200
2021
Q1 		$5.73M Sell
40,480
-420
-1% -$57.6K 0.04% 199
2020
Q4 		$6.07M Hold
40,900
– – 0.04% 202
2020
Q3 		$5.67M Buy
40,900
+4,480
+12% +$609K 0.04% 200
2020
Q2 		$4.82M Buy
+36,420
New +$4.8M 0.03% 201
2016
Q4 		– Sell
-52,684
Closed -$5.73M – 283
2016
Q3 		$5.73M Sell
52,684
-60
-0.1% -$6.46K 0.05% 214
2016
Q2 		$5.59M Hold
52,744
– – 0.05% 220
2016
Q1 		$5.41M Buy
52,744
+602
+1% +$59.5K 0.04% 210
2015
Q4 		$5.21M Buy
52,142
+7,540
+17% +$752K 0.04% 218
2015
Q3 		$4.21M Sell
44,602
-140
-0.3% -$13.3K 0.03% 214
2015
Q2 		$4.18M Buy
44,742
+16,001
+56% +$1.53M 0.03% 239
2015
Q1 		$2.75M Buy
28,741
+6,020
+26% +$582K 0.02% 267
2014
Q4 		$2.15M Buy
22,721
+860
+4% +$82.5K 0.01% 268
2014
Q3 		$2.04M Buy
21,861
+1,750
+9% +$160K 0.01% 258
2014
Q2 		$1.8M Buy
20,111
+3,740
+23% +$323K 0.01% 262
2014
Q1 		$1.37M Buy
16,371
+1,260
+8% +$102K 0.01% 278
2013
Q4 		$1.25M Hold
15,111
– – 0.01% 268
2013
Q3 		$1.2M Hold
15,111
– – 0.01% 280
2013
Q2 		$1.24M Buy
+15,111
New +$1.23M 0.01% 278

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

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

Westfield Capital Management opened a new position in PepsiCo (PEP) in Q1 2026: 22,760 shares worth $3.53M. The stake represents 0.01% of the portfolio and ranks #214 among its holdings. This is a return to the name: Westfield Capital Management previously reported a position in PEP as recently as Q3 2023.

Westfield Capital Management first reported a position in PEP in Q2 2013 and has held it in 29 quarters since. The position peaked at $9.53M in Q2 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Westfield Capital Management held 22,760 shares of PepsiCo worth $3.53M as of Q1 2026.
  • PepsiCo was a new Westfield Capital Management position in Q1 2026.
  • PepsiCo made up 0.01% of Westfield Capital Management's portfolio in Q1 2026, its #214 holding.
  • Westfield Capital Management first reported a position in PepsiCo in Q2 2013 and has held it in 29 quarters since.
  • Westfield Capital Management's PepsiCo position peaked at $9.53M in Q2 2023.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Westfield Capital Management's 13F filing for Q1 2026, filed 11 May 2026.