Bucket List Wealth Management’s PepsiCo PEP Stock Holding History

Bucket List 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	-1,787	Closed	-$257K	–	68
2025 Q4	$257K	Buy	+1,787	New	+$263K	0.15%	53

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Bucket List Wealth Management's PEP Position: Q1 2026 in Review

Bucket List Wealth Management sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 1,787 shares — an estimated $257K sold.

Bucket List Wealth Management first reported a position in PEP in Q4 2025 and held it in 1 quarter. The position peaked at $257K in Q4 2025. 3,553 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Bucket List Wealth Management reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Bucket List Wealth Management sold 1,787 PepsiCo shares in Q1 2026, an estimated $257K.
Bucket List Wealth Management first reported a position in PepsiCo in Q4 2025 and held it in 1 quarter.
Bucket List Wealth Management's PepsiCo position peaked at $257K in Q4 2025.
3,553 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Bucket List Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.