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Conscious Wealth Investments’s PepsiCo PEP Stock Holding History

Conscious Wealth Investments’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 		$4.05M Buy
26,122
+742
+3% +$116K 2.25% 20
2025
Q4 		$4.25M Sell
25,380
-901
-3% -$132K 2.55% 15
2025
Q3 		$3.84M Sell
26,281
-5
-0% -$714 2.28% 19
2025
Q2 		$3.78M Buy
26,286
+107
+0.4% +$14.4K 2.42% 19
2025
Q1 		$3.41M Buy
26,179
+11,570
+79% +$1.72M 2.37% 21
2024
Q4 		$2.17M Buy
14,609
+340
+2% +$55.7K 1.47% 34
2024
Q3 		$2.47M Buy
14,269
+401
+3% +$68.9K 1.7% 34
2024
Q2 		$2.31M Buy
13,868
+137
+1% +$23.6K 1.66% 35
2024
Q1 		$2.3M Buy
+13,731
New +$2.31M 1.75% 34

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

Conscious Wealth Investments's PEP Position: Q1 2026 in Review

Conscious Wealth Investments increased its PepsiCo (PEP) stake by 2.9% in Q1 2026, buying an estimated $116K and bringing the position to 26,122 shares worth $4.05M. The position accounts for 2.25% of the portfolio, ranked #20.

Conscious Wealth Investments first reported a position in PEP in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.25M in Q4 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Conscious Wealth Investments held 26,122 shares of PepsiCo worth $4.05M as of Q1 2026.
  • Conscious Wealth Investments bought 742 PepsiCo shares in Q1 2026, an estimated $116K.
  • PepsiCo made up 2.25% of Conscious Wealth Investments's portfolio in Q1 2026, its #20 holding.
  • Conscious Wealth Investments first reported a position in PepsiCo in Q1 2024 and has held it in 9 quarters since.
  • Conscious Wealth Investments's PepsiCo position peaked at $4.25M in Q4 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.