Cornerstone Wealth Advisors’s PepsiCo PEP Stock Holding History

Cornerstone 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	–	Sell	-1,564	Closed	-$224K	–	51
2025 Q4	$224K	Hold	1,564	–	–	0.05%	50
2025 Q3	$220K	Hold	1,564	–	–	0.05%	47
2025 Q2	$207K	Hold	1,564	–	–	0.05%	46
2025 Q1	$235K	Sell	1,564 -8	-0.5%	-$1.19K	0.07%	44
2024 Q4	$239K	Hold	1,572	–	–	0.07%	46
2024 Q3	$267K	Hold	1,572	–	–	0.07%	45
2024 Q2	$259K	Hold	1,572	–	–	0.08%	45
2024 Q1	$275K	Hold	1,572	–	–	0.08%	40
2023 Q4	$267K	Sell	1,572 -417	-21%	-$69.2K	0.09%	39
2023 Q3	$337K	Hold	1,989	–	–	0.12%	35
2023 Q2	$368K	Hold	1,989	–	–	0.13%	34
2023 Q1	$363K	Sell	1,989 -50	-2%	-$8.74K	0.13%	33
2022 Q4	$368K	Hold	2,039	–	–	0.14%	33
2022 Q3	$333K	Sell	2,039 -200	-9%	-$34.5K	0.13%	32
2022 Q2	$373K	Hold	2,239	–	–	0.14%	33
2022 Q1	$375K	Sell	2,239 -621	-22%	-$104K	0.13%	34
2021 Q4	$497K	Hold	2,860	–	–	0.17%	29
2021 Q3	$430K	Buy	+2,860	New	+$443K	0.15%	30

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

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

Cornerstone Wealth Advisors sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 1,564 shares — an estimated $224K sold.

Cornerstone Wealth Advisors first reported a position in PEP in Q3 2021 and held it in 18 quarters. The position peaked at $497K in Q4 2021. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Cornerstone Wealth Advisors reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Cornerstone Wealth Advisors sold 1,564 PepsiCo shares in Q1 2026, an estimated $224K.
Cornerstone Wealth Advisors first reported a position in PepsiCo in Q3 2021 and held it in 18 quarters.
Cornerstone Wealth Advisors's PepsiCo position peaked at $497K in Q4 2021.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.