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Boomfish Wealth Group’s PepsiCo PEP Stock Holding History

Boomfish Wealth Group’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 		$1.67M Buy
10,775
+440
+4% +$68.6K 0.89% 53
2025
Q4 		$1.48M Sell
10,335
-1,466
-12% -$215K 0.79% 53
2025
Q3 		$1.66M Sell
11,801
-5
-0% -$714 0.89% 48
2025
Q2 		$1.56M Buy
11,806
+1,966
+20% +$265K 0.9% 55
2025
Q1 		$1.48M Buy
9,840
+191
+2% +$28.4K 0.96% 54
2024
Q4 		$1.47M Buy
9,649
+1,199
+14% +$196K 0.89% 50
2024
Q3 		$1.44M Buy
8,450
+476
+6% +$81.8K 0.88% 55
2024
Q2 		$1.32M Buy
7,974
+258
+3% +$44.5K 0.85% 57
2024
Q1 		$1.35M Buy
7,716
+721
+10% +$121K 0.91% 51
2023
Q4 		$1.19M Buy
+6,995
New +$1.16M 0.86% 58

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 $147M AUM 25.76% 1-Year Est. Return

Boomfish Wealth Group's PEP Position: Q1 2026 in Review

Boomfish Wealth Group increased its PepsiCo (PEP) stake by 4.3% in Q1 2026, buying an estimated $68.6K and bringing the position to 10,775 shares worth $1.67M. The position accounts for 0.89% of the portfolio, ranked #53.

Boomfish Wealth Group first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Boomfish Wealth Group held 10,775 shares of PepsiCo worth $1.67M as of Q1 2026.
  • Boomfish Wealth Group bought 440 PepsiCo shares in Q1 2026, an estimated $68.6K.
  • PepsiCo made up 0.89% of Boomfish Wealth Group's portfolio in Q1 2026, its #53 holding.
  • Boomfish Wealth Group first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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