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BIP Wealth’s PepsiCo PEP Stock Holding History

BIP Wealth’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 		$899K Sell
5,786
-1,908
-25% -$297K 0.04% 216
2025
Q4 		$1.1M Buy
7,694
+3,354
+77% +$493K 0.04% 201
2025
Q3 		$610K Buy
4,340
+469
+12% +$67K 0.03% 168
2025
Q2 		$511K Buy
3,871
+363
+10% +$48.9K 0.03% 154
2025
Q1 		$526K Sell
3,508
-151
-4% -$22.5K 0.03% 147
2024
Q4 		$556K Buy
3,659
+58
+2% +$9.5K 0.04% 140
2024
Q3 		$612K Buy
3,601
+67
+2% +$11.5K 0.04% 128
2024
Q2 		$583K Sell
3,534
-666
-16% -$115K 0.05% 109
2024
Q1 		$735K Buy
4,200
+300
+8% +$50.5K 0.05% 104
2023
Q4 		$662K Buy
3,900
+1,234
+46% +$205K 0.05% 96
2023
Q3 		$452K Sell
2,666
-2,102
-44% -$382K 0.04% 112
2023
Q2 		$883K Buy
4,768
+3,557
+294% +$664K 0.07% 81
2023
Q1 		$221K Buy
+1,211
New +$212K 0.02% 168

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

BIP Wealth's PEP Position: Q1 2026 in Review

BIP Wealth reduced its PepsiCo (PEP) stake by 25% in Q1 2026, selling an estimated $297K and leaving 5,786 shares worth $899K. The position accounts for 0.04% of the portfolio, ranked #216.

BIP Wealth first reported a position in PEP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q4 2025. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • BIP Wealth held 5,786 shares of PepsiCo worth $899K as of Q1 2026.
  • BIP Wealth sold 1,908 PepsiCo shares in Q1 2026, an estimated $297K.
  • PepsiCo made up 0.04% of BIP Wealth's portfolio in Q1 2026, its #216 holding.
  • BIP Wealth first reported a position in PepsiCo in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's PepsiCo position peaked at $1.1M in Q4 2025.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.