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Element Wealth’s PepsiCo PEP Stock Holding History

Element 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 		$295K Buy
1,897
+69
+4% +$10.8K 0.12% 164
2025
Q4 		$262K Sell
1,828
-130
-7% -$19.1K 0.11% 167
2025
Q3 		$275K Buy
1,958
+273
+16% +$39K 0.12% 150
2025
Q2 		$222K Buy
+1,685
New +$227K 0.1% 166

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

Element Wealth's PEP Position: Q1 2026 in Review

Element Wealth increased its PepsiCo (PEP) stake by 3.8% in Q1 2026, buying an estimated $10.8K and bringing the position to 1,897 shares worth $295K. The position accounts for 0.12% of the portfolio, ranked #164.

Element Wealth first reported a position in PEP in Q2 2025 and has held it in 4 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Element Wealth held 1,897 shares of PepsiCo worth $295K as of Q1 2026.
  • Element Wealth bought 69 PepsiCo shares in Q1 2026, an estimated $10.8K.
  • PepsiCo made up 0.12% of Element Wealth's portfolio in Q1 2026, its #164 holding.
  • Element Wealth first reported a position in PepsiCo in Q2 2025 and has held it in 4 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.