49 Wealth Management’s PepsiCo PEP Stock Holding History

49 Wealth 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	$923K	Buy	5,946 +1,306	+28%	+$204K	0.07%	79
2025 Q4	$666K	Buy	4,640 +266	+6%	+$39.1K	0.05%	88
2025 Q3	$614K	Buy	4,374 +236	+6%	+$33.7K	0.06%	84
2025 Q2	$546K	Buy	4,138 +109	+3%	+$14.7K	0.06%	80
2025 Q1	$604K	Buy	4,029 +2,100	+109%	+$313K	0.07%	82
2024 Q4	$293K	Buy	1,929 +406	+27%	+$66.5K	0.04%	124
2024 Q3	$259K	Buy	+1,523	New	+$262K	0.04%	135

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

49 Wealth Management's PEP Position: Q1 2026 in Review

49 Wealth Management increased its PepsiCo (PEP) stake by 28% in Q1 2026, buying an estimated $204K and bringing the position to 5,946 shares worth $923K. The position accounts for 0.07% of the portfolio, ranked #79.

49 Wealth Management first reported a position in PEP in Q3 2024 and has held it in 7 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

49 Wealth Management held 5,946 shares of PepsiCo worth $923K as of Q1 2026.
49 Wealth Management bought 1,306 PepsiCo shares in Q1 2026, an estimated $204K.
PepsiCo made up 0.07% of 49 Wealth Management's portfolio in Q1 2026, its #79 holding.
49 Wealth Management first reported a position in PepsiCo in Q3 2024 and has held it in 7 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.