Position history for EP Wealth Advisors, LLC's holdings in PEPSICO INC
EP Wealth Advisors, LLC holds 438,065 shares of PEP (PEPSICO INC), worth $68M as of 2026-Q1. The position was increased (+0.4% shares). PEP represents 0.3% of EP Wealth Advisors, LLC's portfolio.
Current Value
$68M
Current Shares
438,065
Total Value Change
+$13.3M
Total Shares Change
+106,096
Other major holders of PEP: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |