Cranbrook Wealth Management’s PepsiCo PEP Stock Holding History

Cranbrook 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	$497K	Buy	3,203 +10	+0.3%	+$1.56K	0.1%	86
2025 Q4	$458K	Hold	3,193	–	–	0.09%	87
2025 Q3	$448K	Sell	3,193 -53	-2%	-$7.57K	0.09%	86
2025 Q2	$429K	Sell	3,246 -448	-12%	-$60.3K	0.09%	85
2025 Q1	$554K	Sell	3,694 -5	-0.1%	-$744	0.13%	73
2024 Q4	$562K	Hold	3,699	–	–	0.13%	73
2024 Q3	$629K	Buy	3,699 +12	+0.3%	+$2.06K	0.14%	73
2024 Q2	$608K	Buy	3,687 +8	+0.2%	+$1.38K	0.15%	63
2024 Q1	$644K	Buy	3,679 +3	+0.1%	+$505	0.16%	58
2023 Q4	$624K	Buy	3,676 +65	+2%	+$10.8K	0.17%	56
2023 Q3	$612K	Buy	3,611 +4	+0.1%	+$726	0.18%	58
2023 Q2	$668K	Buy	3,607 +3	+0.1%	+$560	0.19%	56
2023 Q1	$657K	Buy	3,604 +6	+0.2%	+$1.05K	0.19%	59
2022 Q4	$650K	Hold	3,598	–	–	0.18%	61
2022 Q3	$587K	Buy	3,598 +3	+0.1%	+$517	0.15%	66
2022 Q2	$599K	Sell	3,595 -492	-12%	-$82.8K	0.15%	65
2022 Q1	$684K	Buy	4,087 +5	+0.1%	+$839	0.15%	64
2021 Q4	$709K	Hold	4,082	–	–	0.15%	62
2021 Q3	$614K	Buy	4,082 +3	+0.1%	+$464	0.14%	64
2021 Q2	$604K	Sell	4,079 -19	-0.5%	-$2.77K	0.14%	64
2021 Q1	$580K	Buy	4,098 +29	+0.7%	+$3.98K	0.14%	64
2020 Q4	$603K	Hold	4,069	–	–	0.15%	58
2020 Q3	$564K	Buy	4,069 +1,127	+38%	+$153K	0.16%	57
2020 Q2	$389K	Buy	2,942 +4	+0.1%	+$527	0.12%	67
2020 Q1	$353K	Buy	2,938 +6	+0.2%	+$811	0.12%	65
2019 Q4	$401K	Sell	2,932 -15	-0.5%	-$2.04K	0.11%	67
2019 Q3	$404K	Sell	2,947 -141	-5%	-$18.7K	0.12%	68
2019 Q2	$405K	Buy	3,088 +3	+0.1%	+$385	0.12%	65
2019 Q1	$378K	Buy	3,085 +7	+0.2%	+$798	0.12%	65
2018 Q4	$340K	Hold	3,078	–	–	0.12%	60
2018 Q3	$344K	Buy	3,078 +3	+0.1%	+$340	0.12%	57
2018 Q2	$335K	Buy	3,075 +4	+0.1%	+$413	0.13%	56
2018 Q1	$335K	Buy	3,071 +5	+0.2%	+$569	0.13%	57
2017 Q4	$368K	Hold	3,066	–	–	0.15%	56
2017 Q3	$342K	Buy	3,066 +3	+0.1%	+$347	0.14%	55
2017 Q2	$354K	Buy	3,063 +3	+0.1%	+$344	0.15%	54
2017 Q1	$342K	Buy	3,060 +5	+0.2%	+$536	0.16%	52
2016 Q4	$320K	Hold	3,055	–	–	0.16%	52
2016 Q3	$332K	Sell	3,055 -781	-20%	-$84.2K	0.17%	49
2016 Q2	$406K	Buy	3,836 +8	+0.2%	+$826	0.21%	45
2016 Q1	$392K	Sell	3,828 -551	-13%	-$54.4K	0.21%	44
2015 Q4	$438K	Sell	4,379 -571	-12%	-$57K	0.25%	40
2015 Q3	$467K	Buy	4,950 +17	+0.3%	+$1.62K	0.27%	41
2015 Q2	$460K	Buy	4,933 +17	+0.3%	+$1.63K	0.26%	40
2015 Q1	$470K	Buy	4,916 +31	+0.6%	+$3K	0.28%	41
2014 Q4	$462K	Hold	4,885	–	–	0.29%	40
2014 Q3	$455K	Buy	4,885 +15	+0.3%	+$1.37K	0.31%	36
2014 Q2	$435K	Buy	4,870 +16	+0.3%	+$1.38K	0.29%	37
2014 Q1	$405K	Sell	4,854 -726	-13%	-$58.9K	0.28%	37
2013 Q4	$463K	Buy	+5,580	New	+$463K	0.32%	39

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

Cranbrook Wealth Management's PEP Position: Q1 2026 in Review

Cranbrook Wealth Management increased its PepsiCo (PEP) stake by 0.31% in Q1 2026, buying an estimated $1.56K and bringing the position to 3,203 shares worth $497K. The position accounts for 0.1% of the portfolio, ranked #86.

Cranbrook Wealth Management first reported a position in PEP in Q4 2013 and has held it in 50 quarters since. The position peaked at $709K in Q4 2021. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Cranbrook Wealth Management held 3,203 shares of PepsiCo worth $497K as of Q1 2026.
Cranbrook Wealth Management bought 10 PepsiCo shares in Q1 2026, an estimated $1.56K.
PepsiCo made up 0.1% of Cranbrook Wealth Management's portfolio in Q1 2026, its #86 holding.
Cranbrook Wealth Management first reported a position in PepsiCo in Q4 2013 and has held it in 50 quarters since.
Cranbrook Wealth Management's PepsiCo position peaked at $709K in Q4 2021.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.