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Destination Wealth Management’s PepsiCo PEP Stock Holding History

Destination 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 		– Sell
-1,000
Closed -$14.7K – 352
2025
Q4 		$14.7K Buy
+1,000
New +$147K ﹤0.01% 319

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

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

Destination Wealth Management increased its PepsiCo (PEP) stake by 2.4% in Q1 2026, buying an estimated $148K and bringing the position to 40,147 shares worth $6.23M. The position accounts for 0.16% of the portfolio, ranked #92.

Destination Wealth Management first reported a position in PEP in Q2 2014 and has held it in 48 quarters since. The position peaked at $7.04M in Q1 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Destination Wealth Management held 40,147 shares of PepsiCo worth $6.23M as of Q1 2026.
  • Destination Wealth Management bought 947 PepsiCo shares in Q1 2026, an estimated $148K.
  • PepsiCo made up 0.16% of Destination Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Destination Wealth Management first reported a position in PepsiCo in Q2 2014 and has held it in 48 quarters since.
  • Destination Wealth Management's PepsiCo position peaked at $7.04M in Q1 2023.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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