Question 1

How many shares of PEP does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q1, EP Wealth Advisors, LLC holds 438,065 shares of PEP (PEPSICO INC).

Question 2

What is EP Wealth Advisors, LLC's PEP position worth?

Accepted Answer

As of 2026-Q1, EP Wealth Advisors, LLC's PEP position is worth $68M.

Question 3

Is EP Wealth Advisors, LLC buying or selling PEP?

Accepted Answer

In 2026-Q1, EP Wealth Advisors, LLC increased their PEP position (+0.4% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy PEP?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in PEP in 2024-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	438,065	+0.4%	$68M	0.3%	$164.91	35
2025-Q4	Increased	436,470	+13.8%	$62.6M	0.3%	$144.16	40
2025-Q2	Increased	383,709	+6.0%	$50.7M	0.3%	$128.51	37
2025-Q1	Increased	361,823	+2.9%	$54.3M	0.4%	$144.80	36
2024-Q4	Decreased	351,623	-0.3%	$53.5M	0.4%	$145.89	0
2024-Q3	Increased	352,809	+6.3%	$60M	0.5%	$162.09	44
2024-Q2	Increased	331,969	+4.1%	$54.8M	0.6%	$156.07	43

PEPShowing 7 of 29 quarters

PEP
Showing 7 of 29 quarters