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Curio Wealth’s PepsiCo PEP Stock Holding History

Curio Wealth’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 		$53.1K Buy
342
+10
+3% +$1.56K 0.02% 129
2025
Q4 		$47.7K Sell
332
-131
-28% -$19.2K 0.02% 143
2025
Q3 		$65K Hold
463
– – 0.03% 113
2025
Q2 		$61.1K Buy
463
+462
+46,200% +$62.2K 0.03% 120
2025
Q1 		$70.4K Sell
1
-462
-100% -$68.8K 0.04% 113
2024
Q4 		$70.4K Buy
+463
New +$75.9K 0.04% 110

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

Curio Wealth's PEP Position: Q1 2026 in Review

Curio Wealth increased its PepsiCo (PEP) stake by 3% in Q1 2026, buying an estimated $1.56K and bringing the position to 342 shares worth $53.1K. The position accounts for 0.02% of the portfolio, ranked #129.

Curio Wealth first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $70.4K in Q1 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Curio Wealth held 342 shares of PepsiCo worth $53.1K as of Q1 2026.
  • Curio Wealth bought 10 PepsiCo shares in Q1 2026, an estimated $1.56K.
  • PepsiCo made up 0.02% of Curio Wealth's portfolio in Q1 2026, its #129 holding.
  • Curio Wealth first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Curio Wealth's PepsiCo position peaked at $70.4K in Q1 2025.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.