American Wealth Advisors’s PepsiCo PEP Stock Holding History

American 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	–	Sell	-9	Closed	-$1.29K	–	98
2025 Q4	$1.29K	Hold	9	–	–	﹤0.01%	123
2025 Q3	$1.26K	Buy	+9	New	+$1.28K	﹤0.01%	122

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

American Wealth Advisors sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 9 shares — an estimated $1.29K sold.

American Wealth Advisors first reported a position in PEP in Q3 2025 and held it in 2 quarters. The position peaked at $1.29K in Q4 2025. 3,558 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

American Wealth Advisors reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
American Wealth Advisors sold 9 PepsiCo shares in Q1 2026, an estimated $1.29K.
American Wealth Advisors first reported a position in PepsiCo in Q3 2025 and held it in 2 quarters.
American Wealth Advisors's PepsiCo position peaked at $1.29K in Q4 2025.
3,558 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on American Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.