Cedar Wealth Management’s PepsiCo PEP Stock Holding History

Cedar 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	-109	Closed	-$15.6K	–	190
2025 Q4	$15.6K	Hold	109	–	–	﹤0.01%	154
2025 Q3	$15.3K	Buy	109 +47	+76%	+$6.71K	﹤0.01%	161
2025 Q2	$8.19K	Buy	62 +38	+158%	+$5.12K	﹤0.01%	166
2025 Q1	$3.6K	Hold	24	–	–	﹤0.01%	166
2024 Q4	$3.65K	Hold	24	–	–	﹤0.01%	161
2024 Q3	$4.08K	Hold	24	–	–	﹤0.01%	234
2024 Q2	$3.96K	Sell	24 -39	-62%	-$6.73K	﹤0.01%	264
2024 Q1	$11K	Buy	63 +39	+163%	+$6.57K	﹤0.01%	252
2023 Q4	$4.08K	Hold	24	–	–	﹤0.01%	247
2023 Q3	$4.07K	Hold	24	–	–	﹤0.01%	253
2023 Q2	$4.45K	Hold	24	–	–	﹤0.01%	258
2023 Q1	$4.38K	Sell	24 -12	-33%	-$2.1K	﹤0.01%	252
2022 Q4	$6.5K	Hold	36	–	–	﹤0.01%	238
2022 Q3	$6K	Sell	36 -12	-25%	-$2.07K	﹤0.01%	271
2022 Q2	$8K	Hold	48	–	–	﹤0.01%	272
2022 Q1	$8K	Hold	48	–	–	﹤0.01%	301
2021 Q4	$8K	Hold	48	–	–	﹤0.01%	298
2021 Q3	$7K	Hold	48	–	–	﹤0.01%	239
2021 Q2	$7K	Hold	48	–	–	﹤0.01%	243
2021 Q1	$7K	Hold	48	–	–	﹤0.01%	216
2020 Q4	$7K	Buy	+48	New	+$6.82K	﹤0.01%	203

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

Cedar Wealth Management's PEP Position: Q1 2026 in Review

Cedar Wealth Management sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 109 shares — an estimated $15.6K sold.

Cedar Wealth Management first reported a position in PEP in Q4 2020 and held it in 21 quarters. The position peaked at $15.6K in Q4 2025. 3,553 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Cedar Wealth Management reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 109 PepsiCo shares in Q1 2026, an estimated $15.6K.
Cedar Wealth Management first reported a position in PepsiCo in Q4 2020 and held it in 21 quarters.
Cedar Wealth Management's PepsiCo position peaked at $15.6K in Q4 2025.
3,553 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.