Avid Wealth Partners’s PepsiCo PEP Stock Holding History

Avid Wealth Partners’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	-1,634	Closed	-$235K	–	72
2025 Q4	$235K	Buy	+1,634	New	+$240K	0.11%	54

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

Avid Wealth Partners's PEP Position: Q1 2026 in Review

Avid Wealth Partners sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 1,634 shares — an estimated $235K sold.

Avid Wealth Partners first reported a position in PEP in Q4 2025 and held it in 1 quarter. The position peaked at $235K in Q4 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Avid Wealth Partners reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Avid Wealth Partners sold 1,634 PepsiCo shares in Q1 2026, an estimated $235K.
Avid Wealth Partners first reported a position in PepsiCo in Q4 2025 and held it in 1 quarter.
Avid Wealth Partners's PepsiCo position peaked at $235K in Q4 2025.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Avid Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.