Carson Wealth (CWM LLC)
PEP icon

Carson Wealth (CWM LLC)’s PepsiCo PEP Stock Holding History

Carson Wealth (CWM LLC)’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
2023
Q3 		– Sell
-1,000
Closed -$3K – 4454
2023
Q2 		$3K Buy
+1,000
New +$187K ﹤0.01% 3679

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BlackRock
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $147M AUM 25.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PEP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its PepsiCo (PEP) stake by 19% in Q1 2026, selling an estimated $15.2M and leaving 417,147 shares worth $64.8M. The position accounts for 0.17% of the portfolio, ranked #124.

Carson Wealth (CWM LLC) first reported a position in PEP in Q4 2013 and has held it in 49 quarters since. The position peaked at $73.9M in Q4 2025. 3,540 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 417,147 shares of PepsiCo worth $64.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 97,465 PepsiCo shares in Q1 2026, an estimated $15.2M.
  • PepsiCo made up 0.17% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #124 holding.
  • Carson Wealth (CWM LLC) first reported a position in PepsiCo in Q4 2013 and has held it in 49 quarters since.
  • Carson Wealth (CWM LLC)'s PepsiCo position peaked at $73.9M in Q4 2025.
  • 3,540 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.