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

As of 2026-Q2, EP Wealth Advisors, LLC holds 371,842 shares of PEP (PEPSICO INC).

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

As of 2026-Q2, EP Wealth Advisors, LLC's PEP position is worth $50.3M.

In 2026-Q2, EP Wealth Advisors, LLC decreased their PEP position (-15.1% change in shares).

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in PEP in 2018-Q4. They have held the position across 30 quarters.

Position history for EP Wealth Advisors, LLC's holdings in PEPSICO INC

Current Value

$50.3M

Current Shares

371,842

Total Value Change

+$32.5M

Total Shares Change

+209,844

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	371,842	-15.1%	$50.3M	0.2%	$133.97	0
2026-Q1	Increased	438,065	+0.4%	$68M	0.3%	$152.05	35
2025-Q4	Increased	436,470	+13.8%	$62.6M	0.3%	$139.28	40
2025-Q2	Increased	383,709	+6.0%	$50.7M	0.3%	$125.67	37
2025-Q1	Increased	361,823	+2.9%	$54.3M	0.4%	$141.16	36
2024-Q4	Decreased	351,623	-0.3%	$53.5M	0.4%	$141.90	0
2024-Q3	Increased	352,809	+6.3%	$60M	0.5%	$157.35	44
2024-Q2	Increased	331,969	+4.1%	$54.8M	0.6%	$151.45	43
2024-Q1	Increased	318,990	+4.2%	$55.8M	0.7%	$159.45	43
2023-Q4	Increased	306,205	+0.4%	$52M	0.7%	$153.57	41
2023-Q3	Increased	305,026	+167x	$51.7M	0.8%	$152.05	67
2023-Q2	Decreased	1,818	-63.4%	$55.2M	0.8%	$165.05	0
2023-Q1	Decreased	4,967	-98.2%	$310,189	0.0%	$161.32	0
2022-Q4	Increased	281,323	+0.7%	$50.8M	0.9%	$158.80	41
2022-Q3	Increased	279,368	+10.4%	$45.6M	1.0%	$142.61	51
2022-Q2	Increased	252,956	+3.1%	$42.2M	0.9%	$144.61	42
2022-Q1	Increased	245,399	+2.7%	$41.1M	0.9%	$144.23	42
2021-Q4	Increased	238,945	+3.4%	$41.5M	1.0%	$148.71	42
2021-Q3	Increased	231,094	+6.0%	$34.8M	1.0%	$127.90	43
2021-Q2	Increased	217,912	+8.1%	$32.3M	0.9%	$125.14	44
2021-Q1	Increased	201,554	+20.4%	$28.5M	0.9%	$118.59	48
2020-Q4	Increased	167,369	+6.5%	$24.8M	0.9%	$123.35	43
2020-Q3	Increased	157,210	+2.9%	$21.8M	0.9%	$114.47	41
2020-Q2	Decreased	152,794	-0.4%	$20.2M	0.9%	$108.45	0
2020-Q1	Decreased	153,425	-21.3%	$18.4M	0.9%	$97.72	0
2019-Q4	Increased	194,816	+3.0%	$26.6M	1.1%	$110.46	47
2019-Q3	Increased	189,220	+1.4%	$25.9M	1.3%	$110.04	46
2019-Q2	Increased	186,693	+16.4%	$24.5M	1.5%	$104.52	52
2019-Q1	Decreased	160,458	-0.9%	$19.7M	1.9%	$96.97	0
2018-Q4	First report	161,998	-	$17.9M	1.4%	$86.72	0