EWM
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EPG Wealth Management’s PepsiCo PEP Stock Holding History

EPG 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 		$1.1M Buy
7,093
+2,547
+56% +$397K 0.3% 91
2025
Q4 		$652K Sell
4,546
-836
-16% -$123K 0.18% 128
2025
Q3 		$756K Sell
5,382
-485
-8% -$69.3K 0.21% 124
2025
Q2 		$775K Sell
5,867
-514
-8% -$69.2K 0.23% 117
2025
Q1 		$957K Sell
6,381
-8,993
-58% -$1.34M 0.27% 111
2024
Q4 		$2.34M Sell
15,374
-803
-5% -$132K 0.62% 34
2024
Q3 		$2.75M Buy
+16,177
New +$2.78M 0.69% 27
2024
Q2 		– Sell
-16,942
Closed -$2.92M – 25
2024
Q1 		$2.96M Sell
16,942
-5,082
-23% -$856K 0.73% 24
2023
Q4 		$3.72M Buy
22,024
+821
+4% +$136K 0.98% 17
2023
Q3 		$3.59M Buy
21,203
+3,360
+19% +$610K 1.08% 16
2023
Q2 		$3.3M Sell
17,843
-100
-0.6% -$18.7K 0.98% 16
2023
Q1 		$3.27M Buy
17,943
+2,621
+17% +$458K 1.03% 16
2022
Q4 		$2.77M Buy
15,322
+288
+2% +$51.4K 1.05% 19
2022
Q3 		$2.45M Buy
15,034
+868
+6% +$150K 1.01% 17
2022
Q2 		$2.36M Buy
14,166
+72
+0.5% +$12.1K 1.01% 19
2022
Q1 		$2.36M Buy
14,094
+1,438
+11% +$241K 0.82% 26
2021
Q4 		$2.2M Buy
12,656
+448
+4% +$73.2K 0.77% 26
2021
Q3 		$1.84M Buy
12,208
+530
+5% +$82K 0.74% 27
2021
Q2 		$1.73M Buy
11,678
+474
+4% +$69.1K 0.73% 29
2021
Q1 		$1.58M Buy
11,204
+1,393
+14% +$191K 0.77% 26
2020
Q4 		$1.46M Buy
9,811
+638
+7% +$90.7K 0.87% 25
2020
Q3 		$1.27M Buy
9,173
+600
+7% +$81.6K 0.94% 26
2020
Q2 		$1.13M Sell
8,573
-1,141
-12% -$150K 0.8% 32
2020
Q1 		$1.17M Buy
9,714
+2,394
+33% +$324K 0.86% 23
2019
Q4 		$1M Buy
+7,320
New +$996K 0.73% 32

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

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

EPG Wealth Management increased its PepsiCo (PEP) stake by 56% in Q1 2026, buying an estimated $397K and bringing the position to 7,093 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #91.

EPG Wealth Management first reported a position in PEP in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.72M in Q4 2023. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • EPG Wealth Management held 7,093 shares of PepsiCo worth $1.1M as of Q1 2026.
  • EPG Wealth Management bought 2,547 PepsiCo shares in Q1 2026, an estimated $397K.
  • PepsiCo made up 0.3% of EPG Wealth Management's portfolio in Q1 2026, its #91 holding.
  • EPG Wealth Management first reported a position in PepsiCo in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's PepsiCo position peaked at $3.72M in Q4 2023.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.