Dynasty Wealth Management’s PepsiCo PEP Stock Holding History

Dynasty 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	$216K	Sell	1,390 -92	-6%	-$14.3K	﹤0.01%	320
2025 Q4	$213K	Buy	+1,482	New	+$218K	﹤0.01%	324
2025 Q2	–	Sell	-9,931	Closed	-$1.49M	–	247
2025 Q1	$1.49M	Buy	9,931 +8,287	+504%	+$1.23M	0.02%	119
2024 Q4	$250K	Buy	+1,644	New	+$269K	﹤0.01%	237
2024 Q3	–	Sell	-11,197	Closed	-$1.85M	–	256
2024 Q2	$1.85M	Sell	11,197 -1,770	-14%	-$305K	0.05%	84
2024 Q1	$2.27M	Buy	+12,967	New	+$2.18M	0.07%	70
2018 Q4	–	Sell	-2,612	Closed	-$292K	–	79
2018 Q3	$292K	Buy	+2,612	New	+$296K	0.38%	77

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

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

Dynasty Wealth Management reduced its PepsiCo (PEP) stake by 6.2% in Q1 2026, selling an estimated $14.3K and leaving 1,390 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Dynasty Wealth Management first reported a position in PEP in Q3 2018 and has held it in 7 quarters since. The position peaked at $2.27M in Q1 2024. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Dynasty Wealth Management held 1,390 shares of PepsiCo worth $216K as of Q1 2026.
Dynasty Wealth Management sold 92 PepsiCo shares in Q1 2026, an estimated $14.3K.
PepsiCo made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #320 holding.
Dynasty Wealth Management first reported a position in PepsiCo in Q3 2018 and has held it in 7 quarters since.
Dynasty Wealth Management's PepsiCo position peaked at $2.27M in Q1 2024.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.