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Atlas Private Wealth Advisors’s PepsiCo PEP Stock Holding History

Atlas Private 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 		$264K Sell
1,699
-95
-5% -$14.8K 0.06% 116
2025
Q4 		$257K Sell
1,794
-144
-7% -$21.2K 0.06% 115
2025
Q3 		$272K Sell
1,938
-3,919
-67% -$560K 0.07% 120
2025
Q2 		$773K Sell
5,857
-1,804
-24% -$243K 0.1% 99
2025
Q1 		$1.15M Sell
7,661
-3,105
-29% -$462K 0.16% 76
2024
Q4 		$1.64M Buy
10,766
+240
+2% +$39.3K 0.23% 58
2024
Q3 		$1.79M Sell
10,526
-258
-2% -$44.3K 0.26% 50
2024
Q2 		$1.78M Buy
10,784
+5,458
+102% +$942K 0.29% 47
2024
Q1 		$932K Sell
5,326
-5,396
-50% -$908K 0.31% 43
2023
Q4 		$1.82M Sell
10,722
-1,908
-15% -$316K 0.34% 37
2023
Q3 		$2.14M Buy
12,630
+1,630
+15% +$296K 0.4% 41
2023
Q2 		$2.04M Buy
11,000
+5,495
+100% +$1.03M 0.41% 43
2023
Q1 		$1M Buy
5,505
+692
+14% +$121K 0.46% 37
2022
Q4 		$870K Sell
4,813
-153
-3% -$27.3K 0.46% 44
2022
Q3 		$811K Buy
4,966
+111
+2% +$19.1K 0.49% 46
2022
Q2 		$809K Sell
4,855
-657
-12% -$111K 0.49% 50
2022
Q1 		$923K Buy
5,512
+320
+6% +$53.7K 0.41% 52
2021
Q4 		$902K Buy
5,192
+105
+2% +$17.2K 0.42% 59
2021
Q3 		$765K Buy
5,087
+367
+8% +$56.8K 0.4% 56
2021
Q2 		$699K Buy
4,720
+1
+0% +$146 0.38% 63
2021
Q1 		$667K Buy
4,719
+665
+16% +$91.3K 0.37% 58
2020
Q4 		$601K Buy
4,054
+363
+10% +$51.6K 0.4% 55
2020
Q3 		$512K Sell
3,691
-652
-15% -$88.7K 0.43% 52
2020
Q2 		$574K Buy
+4,343
New +$572K 0.51% 45

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

Atlas Private Wealth Advisors's PEP Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its PepsiCo (PEP) stake by 5.3% in Q1 2026, selling an estimated $14.8K and leaving 1,699 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #116.

Atlas Private Wealth Advisors first reported a position in PEP in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.14M in Q3 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Atlas Private Wealth Advisors held 1,699 shares of PepsiCo worth $264K as of Q1 2026.
  • Atlas Private Wealth Advisors sold 95 PepsiCo shares in Q1 2026, an estimated $14.8K.
  • PepsiCo made up 0.06% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #116 holding.
  • Atlas Private Wealth Advisors first reported a position in PepsiCo in Q2 2020 and has held it in 24 quarters since.
  • Atlas Private Wealth Advisors's PepsiCo position peaked at $2.14M in Q3 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.