BCWM LLC’s PepsiCo PEP Stock Holding History

BCWM LLC’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	$6.03M	Buy	38,851 +1,115	+3%	+$174K	1.71%	31
2025 Q4	$5.42M	Buy	37,736 +446	+1%	+$65.5K	1.62%	26
2025 Q3	$5.24M	Buy	37,290 +230	+0.6%	+$32.8K	1.57%	26
2025 Q2	$4.89M	Buy	+37,060	New	+$4.99M	1.55%	29

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

BCWM LLC's PEP Position: Q1 2026 in Review

BCWM LLC increased its PepsiCo (PEP) stake by 3% in Q1 2026, buying an estimated $174K and bringing the position to 38,851 shares worth $6.03M. The position accounts for 1.71% of the portfolio, ranked #31.

BCWM LLC first reported a position in PEP in Q2 2025 and has held it in 4 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

BCWM LLC held 38,851 shares of PepsiCo worth $6.03M as of Q1 2026.
BCWM LLC bought 1,115 PepsiCo shares in Q1 2026, an estimated $174K.
PepsiCo made up 1.71% of BCWM LLC's portfolio in Q1 2026, its #31 holding.
BCWM LLC first reported a position in PepsiCo in Q2 2025 and has held it in 4 quarters since.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on BCWM LLC's 13F filing for Q1 2026, filed 14 May 2026.