Center for Wealth Management Advisory’s PepsiCo PEP Stock Holding History

Center for Wealth Management Advisory’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	$1.78M	Sell	11,458 -990	-8%	-$154K	1.28%	21
2025 Q4	$1.79M	Buy	+12,448	New	+$1.83M	1.32%	20

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Center for Wealth Management Advisory's PEP Position: Q1 2026 in Review

Center for Wealth Management Advisory reduced its PepsiCo (PEP) stake by 8% in Q1 2026, selling an estimated $154K and leaving 11,458 shares worth $1.78M. The position accounts for 1.28% of the portfolio, ranked #21.

Center for Wealth Management Advisory first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.79M in Q4 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Center for Wealth Management Advisory held 11,458 shares of PepsiCo worth $1.78M as of Q1 2026.
Center for Wealth Management Advisory sold 990 PepsiCo shares in Q1 2026, an estimated $154K.
PepsiCo made up 1.28% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #21 holding.
Center for Wealth Management Advisory first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
Center for Wealth Management Advisory's PepsiCo position peaked at $1.79M in Q4 2025.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.