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Campbell Deegan Wealth Management’s PepsiCo PEP Stock Holding History

Campbell Deegan 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 		$292K Sell
1,878
-256
-12% -$39.9K 0.23% 34
2025
Q4 		$306K Sell
2,134
-18
-0.8% -$2.65K 0.25% 32
2025
Q3 		$302K Buy
2,152
+58
+3% +$8.28K 0.27% 32
2025
Q2 		$276K Sell
2,094
-2
-0.1% -$269 0.27% 30
2025
Q1 		$314K Sell
2,096
-699
-25% -$104K 0.36% 28
2024
Q4 		$425K Buy
+2,795
New +$458K 0.51% 26

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

Campbell Deegan Wealth Management's PEP Position: Q1 2026 in Review

Campbell Deegan Wealth Management reduced its PepsiCo (PEP) stake by 12% in Q1 2026, selling an estimated $39.9K and leaving 1,878 shares worth $292K. The position accounts for 0.23% of the portfolio, ranked #34.

Campbell Deegan Wealth Management first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $425K in Q4 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Campbell Deegan Wealth Management held 1,878 shares of PepsiCo worth $292K as of Q1 2026.
  • Campbell Deegan Wealth Management sold 256 PepsiCo shares in Q1 2026, an estimated $39.9K.
  • PepsiCo made up 0.23% of Campbell Deegan Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Campbell Deegan Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Campbell Deegan Wealth Management's PepsiCo position peaked at $425K in Q4 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.