Aviso Wealth Management’s PepsiCo PEP Stock Holding History

Aviso 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	$1.35M	Buy	8,685 +51	+0.6%	+$7.95K	0.61%	38
2025 Q4	$1.24M	Sell	8,634 -160	-2%	-$23.5K	0.52%	46
2025 Q3	$1.24M	Sell	8,794 -410	-4%	-$58.5K	0.54%	48
2025 Q2	$1.22M	Buy	9,204 +173	+2%	+$23.3K	0.57%	42
2025 Q1	$1.35M	Buy	9,031 +685	+8%	+$102K	0.72%	40
2024 Q4	$1.27M	Buy	8,346 +4,136	+98%	+$678K	0.65%	40
2024 Q3	$716K	Buy	4,210 +1,256	+43%	+$216K	0.39%	71
2024 Q2	$487K	Sell	2,954 -169	-5%	-$29.2K	0.29%	80
2024 Q1	$546K	Buy	3,123 +518	+20%	+$87.2K	0.34%	75
2023 Q4	$442K	Buy	+2,605	New	+$432K	0.32%	78

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

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

Aviso Wealth Management increased its PepsiCo (PEP) stake by 0.59% in Q1 2026, buying an estimated $7.95K and bringing the position to 8,685 shares worth $1.35M. The position accounts for 0.61% of the portfolio, ranked #38.

Aviso Wealth Management first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.35M in Q1 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Aviso Wealth Management held 8,685 shares of PepsiCo worth $1.35M as of Q1 2026.
Aviso Wealth Management bought 51 PepsiCo shares in Q1 2026, an estimated $7.95K.
PepsiCo made up 0.61% of Aviso Wealth Management's portfolio in Q1 2026, its #38 holding.
Aviso Wealth Management first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's PepsiCo position peaked at $1.35M in Q1 2025.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.