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Cherry Tree Wealth Management’s PepsiCo PEP Stock Holding History

Cherry Tree 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 		$362K Hold
2,333
– – 0.08% 113
2025
Q4 		$335K Sell
2,333
-44
-2% -$6.46K 0.07% 121
2025
Q3 		$334K Sell
2,377
-67
-3% -$9.57K 0.07% 121
2025
Q2 		$323K Sell
2,444
-39
-2% -$5.25K 0.08% 120
2025
Q1 		$372K Hold
2,483
– – 0.09% 115
2024
Q4 		$378K Hold
2,483
– – 0.09% 114
2024
Q3 		$422K Hold
2,483
– – 0.1% 108
2024
Q2 		$410K Buy
2,483
+27
+1% +$4.66K 0.1% 104
2024
Q1 		$430K Hold
2,456
– – 0.11% 97
2023
Q4 		$417K Hold
2,456
– – 0.11% 99
2023
Q3 		$416K Buy
2,456
+22
+0.9% +$4K 0.12% 90
2023
Q2 		$451K Buy
+2,434
New +$454K 0.13% 90

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cherry Tree Wealth Management's PEP Position: Q1 2026 in Review

Cherry Tree Wealth Management held its PepsiCo (PEP) position steady in Q1 2026 at 2,333 shares worth $362K. The position accounts for 0.08% of the portfolio, ranked #113.

Cherry Tree Wealth Management first reported a position in PEP in Q2 2023 and has held it in 12 quarters since. The position peaked at $451K in Q2 2023. 3,557 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Cherry Tree Wealth Management held 2,333 shares of PepsiCo worth $362K as of Q1 2026.
  • Cherry Tree Wealth Management left its PepsiCo share count unchanged in Q1 2026.
  • PepsiCo made up 0.08% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Cherry Tree Wealth Management first reported a position in PepsiCo in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's PepsiCo position peaked at $451K in Q2 2023.
  • 3,557 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.