BKM Wealth Management’s PepsiCo PEP Stock Holding History

BKM 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	$1.26M	Sell	8,131 -238	-3%	-$37.1K	0.46%	65
2025 Q4	$1.2M	Sell	8,369 -2,240	-21%	-$329K	0.44%	64
2025 Q3	$1.49M	Sell	10,609 -488	-4%	-$69.7K	0.55%	55
2025 Q2	$1.47M	Sell	11,097 -15	-0.1%	-$2.02K	0.57%	54
2025 Q1	$1.67M	Buy	11,112 +1,822	+20%	+$271K	0.69%	48
2024 Q4	$1.41M	Sell	9,290 -1,003	-10%	-$164K	0.58%	54
2024 Q3	$1.75M	Buy	10,293 +1,300	+14%	+$223K	0.71%	40
2024 Q2	$1.48M	Sell	8,993 -1,642	-15%	-$283K	0.71%	43
2024 Q1	$1.86M	Buy	10,635 +952	+10%	+$160K	0.8%	34
2023 Q4	$1.64M	Buy	+9,683	New	+$1.61M	0.7%	35

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

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

BKM Wealth Management reduced its PepsiCo (PEP) stake by 2.8% in Q1 2026, selling an estimated $37.1K and leaving 8,131 shares worth $1.26M. The position accounts for 0.46% of the portfolio, ranked #65.

BKM Wealth Management first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.86M in Q1 2024. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

BKM Wealth Management held 8,131 shares of PepsiCo worth $1.26M as of Q1 2026.
BKM Wealth Management sold 238 PepsiCo shares in Q1 2026, an estimated $37.1K.
PepsiCo made up 0.46% of BKM Wealth Management's portfolio in Q1 2026, its #65 holding.
BKM Wealth Management first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's PepsiCo position peaked at $1.86M in Q1 2024.
3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.