Alteri Wealth’s PepsiCo PEP Stock Holding History

Alteri Wealth’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	$605K	Sell	3,894 -44	-1%	-$6.86K	0.2%	132
2025 Q4	$565K	Buy	3,938 +457	+13%	+$67.1K	0.18%	138
2025 Q3	$489K	Buy	3,481 +655	+23%	+$93.5K	0.17%	144
2025 Q2	$373K	Sell	2,826 -2,933	-51%	-$395K	0.14%	173
2025 Q1	$863K	Buy	5,759 +287	+5%	+$42.7K	0.38%	65
2024 Q4	$832K	Buy	+5,472	New	+$897K	0.23%	63

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

Alteri Wealth's PEP Position: Q1 2026 in Review

Alteri Wealth reduced its PepsiCo (PEP) stake by 1.1% in Q1 2026, selling an estimated $6.86K and leaving 3,894 shares worth $605K. The position accounts for 0.2% of the portfolio, ranked #132.

Alteri Wealth first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $863K in Q1 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Alteri Wealth held 3,894 shares of PepsiCo worth $605K as of Q1 2026.
Alteri Wealth sold 44 PepsiCo shares in Q1 2026, an estimated $6.86K.
PepsiCo made up 0.2% of Alteri Wealth's portfolio in Q1 2026, its #132 holding.
Alteri Wealth first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
Alteri Wealth's PepsiCo position peaked at $863K in Q1 2025.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.