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Capstone Wealth Management Group (Oregon)’s PepsiCo PEP Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$501K Buy
3,229
+41
+1% +$6.39K 0.31% 70
2025
Q4 		$458K Hold
3,188
– – 0.28% 68
2025
Q3 		$448K Buy
3,188
+182
+6% +$26K 0.29% 68
2025
Q2 		$397K Buy
3,006
+19
+0.6% +$2.56K 0.29% 65
2025
Q1 		$448K Buy
2,987
+24
+0.8% +$3.57K 0.36% 58
2024
Q4 		$451K Buy
+2,963
New +$485K 0.34% 64

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

Capstone Wealth Management Group (Oregon)'s PEP Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) increased its PepsiCo (PEP) stake by 1.3% in Q1 2026, buying an estimated $6.39K and bringing the position to 3,229 shares worth $501K. The position accounts for 0.31% of the portfolio, ranked #70.

Capstone Wealth Management Group (Oregon) first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 3,229 shares of PepsiCo worth $501K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) bought 41 PepsiCo shares in Q1 2026, an estimated $6.39K.
  • PepsiCo made up 0.31% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #70 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.