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BCR Wealth Strategies’s PepsiCo PEP Stock Holding History

BCR Wealth Strategies’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 		$236K Sell
1,526
-236
-13% -$36.8K 0.07% 36
2025
Q4 		$252K Buy
+1,762
New +$259K 0.08% 35
2022
Q4 		– Sell
-265
Closed -$43K – 72
2022
Q3 		$43K Hold
265
– – 0.04% 45
2022
Q2 		$44K Hold
265
– – 0.05% 43
2022
Q1 		$44K Hold
265
– – 0.04% 49
2021
Q4 		$46K Buy
+265
New +$43.3K 0.04% 48

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

BCR Wealth Strategies's PEP Position: Q1 2026 in Review

BCR Wealth Strategies reduced its PepsiCo (PEP) stake by 13% in Q1 2026, selling an estimated $36.8K and leaving 1,526 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #36.

BCR Wealth Strategies first reported a position in PEP in Q4 2021 and has held it in 6 quarters since. The position peaked at $252K in Q4 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • BCR Wealth Strategies held 1,526 shares of PepsiCo worth $236K as of Q1 2026.
  • BCR Wealth Strategies sold 236 PepsiCo shares in Q1 2026, an estimated $36.8K.
  • PepsiCo made up 0.07% of BCR Wealth Strategies's portfolio in Q1 2026, its #36 holding.
  • BCR Wealth Strategies first reported a position in PepsiCo in Q4 2021 and has held it in 6 quarters since.
  • BCR Wealth Strategies's PepsiCo position peaked at $252K in Q4 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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