AWM
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Angeles Wealth Management’s PepsiCo PEP Stock Holding History

Angeles 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 		$3.01M Buy
19,367
+511
+3% +$79.6K 0.16% 58
2025
Q4 		$2.73M Buy
18,856
+4,492
+31% +$660K 0.15% 60
2025
Q3 		$2.02M Buy
14,364
+1,679
+13% +$240K 0.12% 62
2025
Q2 		$1.67M Sell
12,685
-2,056
-14% -$277K 0.11% 64
2025
Q1 		$2.21M Buy
14,741
+740
+5% +$110K 0.18% 50
2024
Q4 		$2.13M Sell
14,001
-133
-0.9% -$21.8K 0.18% 51
2024
Q3 		$2.4M Buy
14,134
+639
+5% +$110K 0.21% 45
2024
Q2 		$2.23M Buy
13,495
+1,059
+9% +$183K 0.21% 42
2024
Q1 		$2.18M Buy
12,436
+651
+6% +$110K 0.22% 45
2023
Q4 		$2M Buy
11,785
+206
+2% +$34.2K 0.24% 38
2023
Q3 		$1.96M Buy
11,579
+795
+7% +$144K 0.28% 37
2023
Q2 		$2M Buy
10,784
+206
+2% +$38.4K 0.27% 41
2023
Q1 		$1.93M Buy
10,578
+28
+0.3% +$4.89K 0.29% 39
2022
Q4 		$1.91M Buy
10,550
+761
+8% +$136K 0.33% 40
2022
Q3 		$1.6M Buy
9,789
+421
+4% +$72.6K 0.32% 40
2022
Q2 		$1.56M Sell
9,368
-15
-0.2% -$2.52K 0.31% 39
2022
Q1 		$1.57M Buy
+9,383
New +$1.58M 0.3% 43

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

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

Angeles Wealth Management increased its PepsiCo (PEP) stake by 2.7% in Q1 2026, buying an estimated $79.6K and bringing the position to 19,367 shares worth $3.01M. The position accounts for 0.16% of the portfolio, ranked #58.

Angeles Wealth Management first reported a position in PEP in Q1 2022 and has held it in 17 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Angeles Wealth Management held 19,367 shares of PepsiCo worth $3.01M as of Q1 2026.
  • Angeles Wealth Management bought 511 PepsiCo shares in Q1 2026, an estimated $79.6K.
  • PepsiCo made up 0.16% of Angeles Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Angeles Wealth Management first reported a position in PepsiCo in Q1 2022 and has held it in 17 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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