BWM
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BCGM Wealth Management’s PepsiCo PEP Stock Holding History

BCGM 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 		$283K Sell
1,826
-24
-1% -$3.74K 0.07% 154
2025
Q4 		$266K Buy
1,850
+109
+6% +$16K 0.07% 155
2025
Q3 		$245K Buy
1,741
+1
+0.1% +$143 0.06% 160
2025
Q2 		$230K Buy
1,740
+45
+3% +$6.06K 0.06% 154
2025
Q1 		$254K Buy
1,695
+136
+9% +$20.2K 0.08% 138
2024
Q4 		$237K Sell
1,559
-3
-0.2% -$492 0.08% 140
2024
Q3 		$266K Sell
1,562
-19
-1% -$3.26K 0.09% 136
2024
Q2 		$261K Buy
1,581
+384
+32% +$66.3K 0.09% 134
2024
Q1 		$210K Sell
1,197
-6
-0.5% -$1.01K 0.08% 142
2023
Q4 		$204K Buy
+1,203
New +$200K 0.08% 133
2023
Q1 		– Sell
-1,436
Closed -$259K – 110
2022
Q4 		$259K Sell
1,436
-12
-0.8% -$2.14K 0.13% 96
2022
Q3 		$258K Buy
1,448
+12
+0.8% +$2.07K 0.13% 95
2022
Q2 		$251K Buy
1,436
+117
+9% +$19.7K 0.13% 93
2022
Q1 		$227K Buy
+1,319
New +$221K 0.12% 102

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

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

BCGM Wealth Management reduced its PepsiCo (PEP) stake by 1.3% in Q1 2026, selling an estimated $3.74K and leaving 1,826 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #154.

BCGM Wealth Management first reported a position in PEP in Q1 2022 and has held it in 14 quarters since. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • BCGM Wealth Management held 1,826 shares of PepsiCo worth $283K as of Q1 2026.
  • BCGM Wealth Management sold 24 PepsiCo shares in Q1 2026, an estimated $3.74K.
  • PepsiCo made up 0.07% of BCGM Wealth Management's portfolio in Q1 2026, its #154 holding.
  • BCGM Wealth Management first reported a position in PepsiCo in Q1 2022 and has held it in 14 quarters since.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.