Bridgewealth Advisory Group’s PepsiCo PEP Stock Holding History

Bridgewealth Advisory 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	$748K	Sell	4,816 -209	-4%	-$32.6K	0.16%	62
2025 Q4	$721K	Buy	5,025 +140	+3%	+$20.6K	0.16%	64
2025 Q3	$686K	Buy	4,885 +100	+2%	+$14.3K	0.16%	59
2025 Q2	$632K	Buy	+4,785	New	+$645K	0.16%	61
2025 Q1	–	Sell	-5,004	Closed	-$724K	–	90
2024 Q4	$724K	Buy	5,004 +1,849	+59%	+$303K	0.2%	52
2024 Q3	$536K	Buy	+3,155	New	+$542K	0.2%	53

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

Bridgewealth Advisory Group's PEP Position: Q1 2026 in Review

Bridgewealth Advisory Group reduced its PepsiCo (PEP) stake by 4.2% in Q1 2026, selling an estimated $32.6K and leaving 4,816 shares worth $748K. The position accounts for 0.16% of the portfolio, ranked #62.

Bridgewealth Advisory Group first reported a position in PEP in Q3 2024 and has held it in 6 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Bridgewealth Advisory Group held 4,816 shares of PepsiCo worth $748K as of Q1 2026.
Bridgewealth Advisory Group sold 209 PepsiCo shares in Q1 2026, an estimated $32.6K.
PepsiCo made up 0.16% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #62 holding.
Bridgewealth Advisory Group first reported a position in PepsiCo in Q3 2024 and has held it in 6 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.