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Acorn Wealth Advisors’s PepsiCo PEP Stock Holding History

Acorn Wealth Advisors’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 		$205K Sell
1,320
-87
-6% -$13.6K 0.06% 257
2025
Q4 		$202K Sell
1,407
-81
-5% -$11.9K 0.06% 263
2025
Q3 		$209K Sell
1,488
-246
-14% -$35.1K 0.07% 264
2025
Q2 		$229K Sell
1,734
-23
-1% -$3.1K 0.09% 218
2025
Q1 		$263K Sell
1,757
-24
-1% -$3.57K 0.11% 192
2024
Q4 		$271K Sell
1,781
-5
-0.3% -$819 0.11% 189
2024
Q3 		$304K Buy
1,786
+335
+23% +$57.6K 0.13% 166
2024
Q2 		$239K Buy
1,451
+185
+15% +$31.9K 0.12% 176
2024
Q1 		$221K Sell
1,266
-14
-1% -$2.36K 0.12% 184
2023
Q4 		$217K Sell
1,280
-9
-0.7% -$1.49K 0.13% 173
2023
Q3 		$218K Buy
1,289
+20
+2% +$3.63K 0.15% 164
2023
Q2 		$235K Buy
1,269
+99
+8% +$18.5K 0.16% 146
2023
Q1 		$213K Buy
1,170
+2
+0.2% +$350 0.16% 156
2022
Q4 		$211K Buy
+1,168
New +$208K 0.16% 148
2018
Q3 		– Sell
-931
Closed -$102K – 338
2018
Q2 		$102K Buy
931
+104
+13% +$10.7K 0.09% 181
2018
Q1 		$84K Buy
827
+204
+33% +$23.2K 0.07% 191
2017
Q4 		$74K Buy
+623
New +$71.1K 0.07% 203

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

Acorn Wealth Advisors's PEP Position: Q1 2026 in Review

Acorn Wealth Advisors reduced its PepsiCo (PEP) stake by 6.2% in Q1 2026, selling an estimated $13.6K and leaving 1,320 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #257.

Acorn Wealth Advisors first reported a position in PEP in Q4 2017 and has held it in 17 quarters since. The position peaked at $304K in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Acorn Wealth Advisors held 1,320 shares of PepsiCo worth $205K as of Q1 2026.
  • Acorn Wealth Advisors sold 87 PepsiCo shares in Q1 2026, an estimated $13.6K.
  • PepsiCo made up 0.06% of Acorn Wealth Advisors's portfolio in Q1 2026, its #257 holding.
  • Acorn Wealth Advisors first reported a position in PepsiCo in Q4 2017 and has held it in 17 quarters since.
  • Acorn Wealth Advisors's PepsiCo position peaked at $304K in Q3 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.