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Consilio Wealth Advisors’s PepsiCo PEP Stock Holding History

Consilio Wealth Advisors’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 		$351K Sell
2,262
-28
-1% -$4.36K 0.1% 62
2025
Q4 		$329K Sell
2,290
-99
-4% -$14.5K 0.1% 63
2025
Q3 		$336K Buy
2,389
+514
+27% +$73.4K 0.11% 54
2025
Q2 		$246K Buy
1,875
+49
+3% +$6.6K 0.09% 67
2025
Q1 		$274K Buy
+1,826
New +$272K 0.11% 55
2024
Q4 		– Sell
-1,939
Closed -$330K – 76
2024
Q3 		$330K Buy
1,939
+142
+8% +$24.4K 0.14% 47
2024
Q2 		$297K Buy
1,797
+162
+10% +$28K 0.13% 44
2024
Q1 		$286K Buy
+1,635
New +$275K 0.13% 47

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 $147M AUM 25.76% 1-Year Est. Return

Consilio Wealth Advisors's PEP Position: Q1 2026 in Review

Consilio Wealth Advisors reduced its PepsiCo (PEP) stake by 1.2% in Q1 2026, selling an estimated $4.36K and leaving 2,262 shares worth $351K. The position accounts for 0.1% of the portfolio, ranked #62.

Consilio Wealth Advisors first reported a position in PEP in Q1 2024 and has held it in 8 quarters since. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Consilio Wealth Advisors held 2,262 shares of PepsiCo worth $351K as of Q1 2026.
  • Consilio Wealth Advisors sold 28 PepsiCo shares in Q1 2026, an estimated $4.36K.
  • PepsiCo made up 0.1% of Consilio Wealth Advisors's portfolio in Q1 2026, its #62 holding.
  • Consilio Wealth Advisors first reported a position in PepsiCo in Q1 2024 and has held it in 8 quarters since.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.