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Bridge Generations Wealth Management’s PepsiCo PEP Stock Holding History

Bridge Generations 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 		– Sell
-250
Closed -$35.9K – 96
2025
Q4 		$35.9K Hold
250
– – 0.02% 47
2025
Q3 		$35.1K Hold
250
– – 0.02% 49
2025
Q2 		$33K Hold
250
– – 0.02% 45
2025
Q1 		$37.5K Hold
250
– – 0.02% 46
2024
Q4 		$38K Buy
+250
New +$41K 0.03% 36

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

Bridge Generations Wealth Management's PEP Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 250 shares — an estimated $35.9K sold.

Bridge Generations Wealth Management first reported a position in PEP in Q4 2024 and held it in 5 quarters. The position peaked at $38K in Q4 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Bridge Generations Wealth Management reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 250 PepsiCo shares in Q1 2026, an estimated $35.9K.
  • Bridge Generations Wealth Management first reported a position in PepsiCo in Q4 2024 and held it in 5 quarters.
  • Bridge Generations Wealth Management's PepsiCo position peaked at $38K in Q4 2024.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.